• Features
    • Overview
    • Tour
    • CRM
    • Sales Velocity
    • Mobile Apps
    • Industries
    • Collect
    • Lead Capturing
    • SmartDialer
    • Email Integration
    • Convert
    • Lead Management
    • Lead Qualification
    • Lead Prioritization
    • Time Management
    • Sales Pipeline Management
    • Sales Acceleration
    • Contact Management
    • Product Catalogue
    • Insights
    • Analytics & Reports
    • Sales Dashboard
    • Sales Activity
    • Pipeline Management
    • Sales Leaderboard
    • KPIs & Sales Goals
  • Pricing
  • Blog
  • Resources
    • Help CenterEverything about to get you started and improve knowledge.
    • Case StudiesLearn best practices from our customers.
    • Developer APIDocumentation, API, Examples, FAQ and more.
    • Affiliate ProgramEarn cash commission on every referral!
  • Integrations
  • +1 725-254-2694
  • Start Free Trial
  • Login
  • Log in
  • Sign up
  • REQUEST A DEMO
  • Features
    • Overview
    • Tour
    • CRM
    • Sales Velocity
    • Mobile Apps
    • Industries
    • Collect
    • Lead Capturing
    • SmartDialer
    • Email Integration
    • Convert
    • Lead Management
    • Lead Qualification
    • Lead Prioritization
    • Time Management
    • Sales Pipeline Management
    • Sales Acceleration
    • Contact Management
    • Product Catalogue
    • Insights
    • Analytics & Reports
    • Sales Dashboard
    • Sales Activity
    • Pipeline Management
    • Sales Leaderboard
    • KPIs & Sales Goals
  • Pricing
  • Blog
  • Resources
    • Help CenterEverything about to get you started and improve knowledge.
    • Case StudiesLearn best practices from our customers.
    • Developer APIDocumentation, API, Examples, FAQ and more.
    • Affiliate ProgramEarn cash commission on every referral!
  • Integrations
  • +1 725-254-2694
  • Start Free Trial
  • Login
  • Log in
  • Sign up
  • REQUEST A DEMO

Teamgate CRM Help & Support Hub

Everything you need to know to sell more with Teamgate

Getting Started

  • Teamgate – for picky sellers
  • Introduction: Teamgate terminology guide
  • Effective sales process management
  • Removing CRM demo data
  • Navigation: My profile, Settings, Logging ln
  • The structure of Teamgate CRM and workflow
  • Leads: Create, Manage and Convert Your Leads
  • Deals: Manage Your Deals and Your Sales Pipeline
  • Organizer: Plan Activities, Log Calls, Schedule Meetings
  • Contacts: Manage, Segment, Filter Your Contacts and Track Your Communication History
  • Insights: Analytics and Reports, Sales Forecasting, Performance Analysis
  • How to see all of my contacts in map?

User Management

  • How to change my password?
  • How to manage teams?
  • How to set and change my user details?
  • User card
  • How to upload/change my user profile photo?
  • What is Primary section and how to change it?
  • How to change my time zone?
  • How to change my system language?
  • How to activate inactive user?
  • How to set roles and permissions for users in Teamgate?
  • How to add users to my Teamgate account?
  • How to deactivate the user and reassign active tasks and records to another user?
  • How to export the users list?
  • User access and data visibility settings
  • Change the owner of contacts and active tasks
  • Forgot my password. How to reset the Teamgate password?
  • Manage automatic notifications
  • Audit logs
  • Reset password for other Teamgate user

Import and Export

  • How Do I Export Leads from Microsoft Outlook to Teamgate?
  • How do I Export Leads from Mac Contacts to Teamgate?
  • How to export contacts from Google contacts?
  • How to Export & Import contacts from iCloud account?
  • How to export leads, people and companies list from Teamgate?
  • How to import contacts from LinkedIn profile?
  • How to Export Your Data from Teamgate and Open a CSV File in Your MS Excel Program?
  • How to open exported CSV file using MS Excel?
  • How to import customer list from QuickBooks to Teamgate?
  • How to import customer list from Xero to Teamgate?
  • How to export tasks, meetings and custom activities from Teamgate?
  • Update Companies, Leads and People information in bulk with import
  • How to import Leads from Google Contacts?
  • How to import Leads to Teamgate?
  • How to import People and Companies list to Teamgate?
  • How to prepare a file for import?

Dashboard

  • Dashboard- Sales velocity
  • Dashboard overview

Leads

  • What is “What’s up?”
  • How to use search?
  • How can I delete a Lead?
  • How can I change owner of a Lead?
  • How to edit flags in Leads?
  • How to send a SMS to Leads?
  • How can I find all my Leads?
  • How can I tag a Lead?
  • How to create a new Lead?
  • How to plan new activity from Leads?
  • What is Lead source?
  • How to merge duplicates?
  • How to send a newsletter to my Leads?
  • How to use Smart menu in Leads?
  • How to copy email or phone number to clipboard in Leads?
  • What are custom fields and how to manage them in Leads?
  • How to make my Leads starred?
  • What is Lead’s card?
  • How to edit Leads?
  • Leads – Unqualified Reasons report
  • How to use bulk actions in Leads?
  • How to convert a lead to a contact?
  • How can I convert a Lead?
  • What is a Lead status in Teamgate?
  • What is Lead Scoring?
  • How to enable a grid view in Leads, People, Companies list?
  • How to sort Leads list and manage pages?
  • How to enable/disable or arrange columns in the list of Leads, People, Companies or Deals?
  • How can I use Leads in Teamgate?

Deals / Sales Process

  • What are deal loss reasons?
  • How to export your sales pipeline / deals?
  • How can I delete a Deal?
  • How can I change owner of a Deal?
  • Collapse / Expand Sales Pipeline Stages
  • How to change stage title?
  • How to move Deal through stages?
  • How can I add a new Deal?
  • Can I create a multi pipeline?
  • How to create the Sales Pipeline?
  • How to duplicate a deal?
  • How to assure there is always upcoming activities planned? Task management.
  • How to automatically set the value of the products assigned to the deals as the deal price?
  • Sales Pipeline Forecast
  • How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?
  • Show sum of your deals in given pipeline stage
  • How can I see my lost or won deals?
  • How do Deals drag and drop work in Teamgate?

Companies & People

  • How can I delete the people?
  • How to see “My contacts”? and “My team’s contacts”?
  • How can I delete a company?
  • How to add a new company?
  • How can I change owner of a Company?
  • Dealing with Duplicates
  • How can I change owner of a contact?
  • What are People / Company statuses in Teamgate?
  • How to arrange information blocks in customers’ profile?
  • How to sort Companies and People list and manage pages?
  • Companies and People association tree

Organizer

  • How to make the meeting Private?
  • Create events straight from calendar
  • Schedule a meeting lasting several days
  • Review planned work of your colleagues
  • What are shared objects? (cont)
  • What are shared objects?
  • How to delete the activity from the Organizer?
  • How to synchronize your Android calendar with Teamgate?
  • Why can’t I edit all events?
  • How to see list view in the calendar?
  • How to create custom activity types?
  • How to change calendar colors?
  • How to change date format in the Calendar?
  • Outlook and Thunderbird calendar synchronization using CalDAV protocol
  • How to synchronize Teamgate calendar with iPhone/iPad?
  • How to set up Teamgate CalDAV on iPhone/iPad
  • How do I sync Teamgate calendar with Mac calendar using CalDAV?
  • How to sync Outlook calendar using CalDAV protocol?
  • How to sync Teamgate calendar with Google calendar?
  • How to synchronize Office365 and Outlook.com Calendar with Teamgate?
  • Where can I see scheduled meetings, calls reminders?
  • To-do list
  • Agenda
  • Calendar overview
  • How to schedule the meeting in Teamgate?
  • How to create tasks and activities in Teamgate?

Insights

  • Sales Results: Commission Tracker Report
  • Sales results: Pofitability
  • Sales Results: Customer Loss Reasons report
  • Sales Results: Won/Lost (cont)
  • Sales Results: Won/Lost
  • Sales Results: TOP Customers
  • Sales Results: Sales Trajectory
  • Sales Results: Won Deals
  • Marketing: Deals by Country
  • Marketing: Deals by Industry
  • Marketing: Deals by Source
  • Marketing: Leads by Country (cont)
  • Marketing: Leads by Country
  • Marketing: Leads by Industry
  • Marketing: Leads by Source
  • Marketing
  • Sales Pipeline: Movement (cont)
  • Sales Pipeline: Movement
  • Sales Pipeline: Sales Cycle (cont)
  • Sales Pipeline: Sales Cycle
  • Sales Pipeline: Stage Changes
  • Sales Pipeline: Sales Funnel
  • Insights: Sales Forecast
  • Sales Pipeline: Pipeline history (cont)
  • Sales Pipeline: Pipeline history
  • Sales Pipeline: Pipeline today
  • Sales Pipeline: Pipeline today (cont)
  • Leads – Unqualified Reasons report
  • Leads: Leads Trajectory
  • Activity: Activity Ratios (cont)
  • Activity: Activity Ratios
  • Insights: Activity Goals
  • Activity: Activity Goals
  • How to set goals?

Settings

  • How Can I Use/Scan QR Codes?
  • Filter “Not contacted within”
  • Maps. How to see all my deals in the map?
  • Teamgate is disconnecting me. How to keep logged in for 30 days?
  • How to register an error?
  • How to create customer loss reasons?
  • How to use filter?
  • Trial account cancellation
  • Global search
  • What is locale and how to change it?
  • Change your system language
  • How to create my own filter combination?
  • How to create and edit custom fields?
  • How to use and manage tags?
  • How to create a tag?
  • Morning Muffin
  • Custom fields mapping. Transfer custom fields information from leads to companies, people and deals
  • Mandatory fields. How to make fields mandatory to fill when creating new contacts?

Billing

  • How do I cancel my subscription?
  • Where can I find an invoice?
  • How to change subscription plan?
  • How to subscribe to Teamgate?
  • Add or Update Your Payment Method
  • Plans and pricing
  • Add or Reduce Users
  • Payment Methods

Files

  • How do I search for files?
  • How the files filtering works?
  • Where can I find files, related to my clients?
  • How can I view and download files?
  • How to upload files to notes, tasks and appointments?
  • How to upload my files to Teamgate?
  • How to upload file to a deal?

Integrations

  • Where can I find my API authentication key (AUTH_TOKEN)?
  • Where can I find the list of possible integrations?
  • Mailchimp and Teamgate integration
  • How to sync files with Google Drive?
  • Zapier: Add new leads with Facebook Lead Ads
  • Nexmo. Send SMS to your customers and receive SMS reminders
  • How to use WordPress web form?
  • Twilio and Teamgate integration. How to set-up?
  • Track your contacts and deals geolocation in the map!
  • Google Calendar. Sync your meetings!
  • Freshdesk integration
  • Zapier: Teamgate-Slack integration
  • How to sync contacts between Google Contacts and Teamgate using Piesync?
  • Zapier. What It Is, And What Can You Do With It?
  • SurveyMonkey integration
  • How to create an invoice in Xero after winning the deal?
  • How to use Xero and Teamgate integration?
  • How to connect Xero to Teamgate?
  • How to use QuickBooks and Teamgate integration? 
  • How to connect QuickBooks Online to Teamgate?
  • How to use Twilio integration?
  • How to use Intercom and Teamgate integration?
  • How to connect Intercom with Teamgate?
  • Hubspot integration
  • Zendesk and Teamgate integration
  • My profile: Integrations and Login settings

Email

  • What is an Additional email address?
  • How to create a password to connect email while using 2-step verification in Gmail?
  • How to create email templates in Teamgate?
  • How to attach an email copy to the Lead card?
  • How to automatically attach incoming email copies to Teamgate using Office 365?
  • Change the default logic of how email copies attach to Deals cards
  • Email Signature
  • How to use Sales Inbox in Teamgate?
  • How to enable Sales Inbox for lower than admin user role?
  • How to setup Email Sync for Gmail users?
  • How to setup Email Sync? (Not for Gmail users)
  • How to automatically attach incoming email copies to Teamgate using Outlook email program? Email forwarding
  • How to automatically attach outgoing email copies using Outlook email program? Automatic CC rule.
  • How to automatically attach emails to Teamgate using Gmail? (Smart Bcc/ forwarding)
  • How to automatically attach email copies to Teamgate?

Security

  • Teamgate | Terms of service
  • Teamgate | Privacy policy
  • How about security?

Mobile App

  • How to install Teamgate mobile app for Android?
  • How to install Teamgate mobile app for iPhone?

Release Notes

  • Relase notes 2018-03-27
  • Release notes 2018-03-06
  • Release notes 2018-01-11
  • Release notes 2017-04-18
  • Release notes 2017-02-27
  • Release notes 2017-02-01
  • Release notes 2017-01-17
  • Release Notes thru 2015-07-20
  • Release notes 2017-01-24
  • Release notes 2017-02-17
  • Release notes 2017-03-14
  • Release notes 2017-05-24
  • Release notes 2018-04-05
  • Release notes 2018-05-03
  • Release notes: 2018-06-26
  • Release notes: 2018-09-07
  • Release notes 2018-10-09
  • Release notes 2018-11-22
  • Release notes 2018-10-26
  • Release notes 2018-09-27
  • Release notes 2019-01-10
  • Release notes 2020-01-21
  • Release notes 2019-12-03
  • Release notes 2019-12-17
  • Release notes 2020-03-27
  • Release notes 2020-02-11
  • Release notes 2020-05-07
  • Release notes 2020-08-27
  • Release notes 2020-06-11
  • Release notes 2020-10-14
  • Release notes 2022-04-28
  • Release notes 2022-06-20
  • Release notes 2018-05-03
  • Release notes 2017-01-17
  • Release notes 2017-01-24
  • Release notes 2017-02-01
  • Release notes 2017-02-17
  • Release notes 2017-02-27
  • Release notes 2017-03-14
  • Release notes 2017-04-18
  • Release notes 2017-05-24
  • Release notes 2018-04-05
  • Home
  • Teamgate Support Hub
  • Integrations
  • Where can I find the list of possible integrations?
View Categories

Where can I find the list of possible integrations?

< 1 min read

Teamgate offers various kind of integration to use along with the CRM!

You will find the full list by following these steps:

Click the icon on top right corner > Settings > Additional features > Integrations

additional-features-integrations-teamgate.png

If you might need additional information regarding the integrations- click the information icon or simply start the integration process by using the slider. You will be redirected through the steps.

integrations-settings-teamgate.gif
  • Teamgate
    • About Us
    • Contacts
    • Pricing
    • Terms of service
    • Privacy policy
    • Security measures
    • GDPR
    • Site map
  • Solutions
    • Sales Dashboard
    • Lead Management
    • Contact Management
    • Sales Pipeline Management
    • Time Management
    • CRM
    • SmartDialer
    • Analytics & Reports
    • Sales Velocity
  • Resources
    • Whitepaper: Sales process flowchart
    • Whitepaper: Practical sales tips
    • Whitepaper: Choosing A CRM
    • Whitepaper: Sales Dev Playbook
    • Support Center
    • Feature Request
    • Logo Kit
    • API
    • Roles
    • Affiliate Program
  • Contacts
    • Call Sales
    • Sales Inquiries
    • Request a demo
    • Book Support Session
    • Support Inquiries
    • Marketing Inquiries
    • General Inquiries
    • Invoice Inquiries

Mobile applications

  • CRM app for Android and iOS

Safe payments

Language

Flag of Lithuania Flag of the United States
Home
© 2025 Teamgate.com All rights reserved.
Follow us:
We use cookies to provide a personalised experience for our users. Read more from our Cookie Policy.
Got it
  • Features
    • Overview
    • Tour
    • CRM
    • Sales Velocity
    • Mobile Apps
    • Industries
    • Collect
    • Lead Capturing
    • SmartDialer
    • Email Integration
    • Convert
    • Lead Management
    • Lead Qualification
    • Lead Prioritization
    • Time Management
    • Sales Pipeline Management
    • Sales Acceleration
    • Contact Management
    • Product Catalogue
    • Insights
    • Analytics & Reports
    • Sales Dashboard
    • Sales Activity
    • Pipeline Management
    • Sales Leaderboard
    • KPIs & Sales Goals
  • Pricing
  • Blog
  • Resources
    • Help Center
    • Case Studies
    • Developer API
    • Affiliate Program
  • Integrations
  • +1 725-254-2694
  • Start Free Trial
  • Login