Teamgate is a comprehensive sales management platform that streamlines the sales process through lead management, pipeline tracking, and forecasting.
Supercharge your sales operations with AI Agents that can qualify leads, analyze performance data, and automate customer interactions.
Teamgate excels at managing complex sales processes and customer relationships. Relevance AI enhances this with AI Agents that can automate lead qualification, provide intelligent insights, and drive personalized customer engagement at scale.
Intelligent Lead Scoring
The agent analyzes lead data to prioritize high-potential opportunities.
Dynamic Customer Insights
Real-time data access enables personalized engagement strategies.
Automated Reporting
The agent generates instant performance reports for informed decision-making.
Relevance AI gives you access to a wide variety of Teamgate tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Teamgate account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Teamgate data. Relevance AI handles API operations through Teamgate's REST API endpoints—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in request validation and response handling ensure your workflows run smoothly, even with complex CRM data structures.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Teamgate + Relevance AI integration without writing code:
- Organize your CRM data: Maintain clean contact records and standardized deal stages in Teamgate.
- Leverage API endpoints: Use the correct HTTP methods (GET, POST, PUT) for your specific automation needs.
- Authenticate properly: Ensure OAuth permissions are correctly configured with read-write access.
- Monitor responses: Check status codes and response bodies to verify successful API calls.
- Handle data carefully: Structure API requests properly and validate data before sending to either platform.
