Teamgate integration
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
What your agents can do with Teamgate
25 pre-built Teamgate tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (14)
Update Product
Update a specific product.
Update Lead
Update a specific lead.
Update Deal
Update a specific deal.
Update Cart Products Status
This endpoint is meant for setting all products in cart active or inactive, which is same as in-stock or out-of-stock. isActive: true, means product is in-stock. isActive: false, mean product is out of stock.
Find Product
Find a product.
Find Person
Find a person.
Find Lead
Find a lead.
Find Company
Find a company.
Create Product
Create a new product.
Create Person
Create a new person.
Create Lead
Create a new lead.
Create Deal
Create a new deal.
And 2 more, available in the tool step browser.
Triggers (11)
New Won Deal
Emit new event when a deal is won.
New Unqualified Lead
Emit new event when a lead is unqualified.
New Product
Emit new event when a new product is created.
New Person
Emit new event when a new person is created.
New Lost Deal
Emit new event when a deal is lost.
New Lead
Emit new event when a new lead is created.
New Deal
Emit new event when a new deal is created.
New Company
Emit new event when a new company is created.
New Lead Converted To Person
Emit new event when a lead is converted to person.
New Deal Stage Change
Emit new event when a deal stage is changed.
New Activity Status Change
Emit new event when a activity status is changed.
Set up Teamgate in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Teamgate account
In Relevance AI, open Integrations and add Teamgate, then paste your API key. You will find it in your Teamgate account settings.
Use Teamgate in an agent
Create a tool, add a Teamgate tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Teamgate to work in your agents
Connect Teamgate alongside 1,800+ other integrations and let your agents run the busywork.