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Teamgate CRM Make integrationAutomate Teamgate CRM with Make.

Can Make keep Teamgate CRM up to date while your team sells? The Teamgate CRM Make integration gives you 32 modules: 7 triggers that watch for new records, 15 actions and 10 searches. This guide shows sales and ops teams how to link the account and run a first working scenario.

Try the Teamgate CRM integration on MakeSee the 32 modules

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What you can automate

What can the Teamgate CRM Make integration do for you?

The Teamgate CRM Make integration links your Teamgate account to Make, a tool where you build a scenario (an automation made of connected steps) without writing code. Each step is a module: one brick that watches Teamgate for new records, creates or deletes one, or searches for it. Once it is set up, your CRM and your other apps stay in step without copy and paste.

A follow-up for every new deal. Watch New Deals picks up each deal your reps open, and Create Event adds a task or a call behind it, so the next step is never left to memory.

Leads that arrive from outside. A form entry or a spreadsheet row from another app can feed Create Lead, once Search Leads has confirmed the prospect is not already in Teamgate.

A catalog that travels. Watch New Products spots each product added in Teamgate and hands it to the tool where your quotes or your inventory live.

Know the limits before you start: this app has no Make an API Call module and no update module, so the 32 modules are the whole toolbox, and none of the 7 triggers is instant. For a wider look at the platform, read the Make review. If you are also weighing n8n, the n8n vs Make comparison lays out the criteria, and the Make training walks a sales team through its first builds.

Connect

How do you connect Teamgate CRM to Make?

  1. 01

    Copy your API token in Teamgate

    In Teamgate CRM, click your initials or profile picture at the top right, choose My Profile, then Integrations and API access. Copy the API token shown on screen: it is the key Make uses to read and write your records.

  2. 02

    Add a Teamgate CRM module in Make

    Open your scenario in Make, add any Teamgate CRM module and click Create a connection. A connection is your Teamgate account linked to Make once, then reused by every Teamgate module you add later.

  3. 03

    Paste the token and confirm

    Type a label in Connection name if you like (the field is optional), paste the API token and confirm. From then on, Make can list the Teamgate objects it reads while you fill in each module.

First scenario

Your first scenario: a follow-up task for each new deal

GoalWhen a new deal appears in Teamgate CRM, Make logs a follow-up task in Teamgate.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. Search for Teamgate CRM and pick Watch New Deals.

  2. 02

    Link your account

    Click Create a connection and paste the API token copied from Teamgate. Every Teamgate module in this scenario will reuse that same connection.

  3. 03

    Add the follow-up action

    Click the + on the right of the trigger and choose Create Event. Set the type to task, then map data from the deal bundle (the item the trigger passes on) into the event.

  4. 04

    Test it with Run once

    Create a test deal in Teamgate, then click Run once. Each module shows the bundles it received: check that the task really appears in Teamgate before going further.

  5. 05

    Schedule and switch on

    Click the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. Each module run on a bundle is one operation, the unit Make counts on your plan.

Triggers

Which Teamgate CRM triggers can start a scenario?

7 modules start a scenario when something happens in Teamgate CRM. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Teamgate CRM as soon as it happens.

Teamgate CRM1Watch New Companies

Watch New Companies

Scheduled trigger

In Make“Triggers when a new companies is created”

Every company added to Teamgate CRM becomes a bundle Make can pass along, so an account your reps create in the CRM can also get its file in your billing or support tool without anyone retyping it.

How it fires
scheduled. Make checks the app on the scenario's schedule, so a new company shows up at the next run rather than the second it is saved.
When to use it
when an account opened by sales in Teamgate also needs a customer record in your invoicing app.
Watch out
its description only mentions new companies, so do not count on it to catch edits made later to an existing account.
Teamgate CRM2Watch New Deals

Watch New Deals

Scheduled trigger

In Make“Triggers when a new deals is created.”

This trigger hands each freshly opened deal to your scenario, the natural starting point for anything reps should stop doing by hand once a deal is logged.

How it fires
scheduled: Make checks the app on the scenario's schedule, every 15 minutes by default, down to 1 minute on a paid plan.
When to use it
to create a follow-up task with Create Event, or to announce the new deal in the chat channel your sales manager reads.
Watch out
on the Free plan, 15 minutes is the shortest interval, so a deal can wait that long before Make notices it.
Teamgate CRM3Watch New Events

Watch New Events

Scheduled trigger

In Make“Triggers when a new event is created”

Tasks, calls, appointments and notes all count as events in Teamgate, and this module passes each new one to Make so it can travel to your calendar or your reports.

How it fires
scheduled; Make asks Teamgate for new events each time the scenario runs on its schedule.
When to use it
when appointments booked in the CRM should also land in a shared calendar, or when a manager wants a digest of the calls logged by the team.
Watch out
the four event types come through the same trigger, so read the type in each bundle during your Run once test before deciding what the next module does.
Teamgate CRM4Watch New Files

Watch New Files

Scheduled trigger

In Make“Triggers when a new file is uploaded”

When someone uploads a file to Teamgate CRM, this trigger passes its details to Make, so the rest of your team can hear about it without checking the CRM.

How it fires
scheduled, which means Make checks the app on the scenario's schedule instead of reacting at the exact moment of the upload.
When to use it
when finance should be told each time a rep uploads a signed proposal to a deal.
Watch out
files are capped at 5 MB on the Free plan, so check the size of the documents your team usually uploads before building on it.
Teamgate CRM5Watch New Leads

Watch New Leads

Scheduled trigger

In Make“Triggers when a new leads is created”

New leads cool down quickly, and this module sends every one created in Teamgate to your scenario so it can be routed, announced or added to an email sequence.

How it fires
scheduled. Make checks the app on the scenario's schedule; Teamgate CRM has no instant trigger in Make, so there is always a short wait.
When to use it
to alert the rep in charge of a territory, or to push the lead into the email tool that sends your welcome messages.
Watch out
leads created by Create Lead in another scenario show up here too, so keep both scenarios in mind before chaining them.
Teamgate CRM6Watch New People

Watch New People

Scheduled trigger

In Make“Triggers when a new persons is created”

Each person saved in Teamgate, such as a contact at a client company, reaches Make as a bundle you can map into another tool field by field.

How it fires
scheduled: Make polls Teamgate on the scenario's schedule, every 15 minutes unless you change it on the first module.
When to use it
to copy new client contacts into your newsletter list or your help desk, so support recognizes them on their first ticket.
Watch out
leads have their own trigger, Watch New Leads; pick the one that matches the record your team actually creates first.
Teamgate CRM7Watch New Products

Watch New Products

Scheduled trigger

In Make“Triggers when a new product is create”

Adding a product to the Teamgate catalog can now echo in your other tools: this trigger sends each new product to Make as soon as the scenario runs.

How it fires
scheduled, with Make checking the app on the scenario's schedule rather than waiting for a signal from Teamgate.
When to use it
to keep a quoting tool or an online store in line with the product list your reps sell from.
Watch out
the module is described as watching new products, so treat price or name changes on existing items as out of its reach.
Modules

What can Teamgate CRM do inside a Make scenario?

Teamgate CRM gives you 25 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Teamgate CRM1

Create Company

Action

In Make“Create a new company”

With Create Company, an account appears in Teamgate without anyone opening the CRM, built from data another module hands over.

When to use it
when a signed contract in your e-signature tool or a new customer in your billing app should also exist as a company in Teamgate.
Watch out
run Search Companies first, otherwise an account already in Teamgate can end up there twice.
Teamgate CRM2

Create Deal

Action

In Make“Creates a new deal”

A new opportunity lands in the pipeline straight from Make, so the deal exists in Teamgate as soon as the buying signal shows up somewhere else.

When to use it
a quote request sent from your website, or a trial account that converts in your product.
Watch out
if your team ties deals to a company or a person, look them up with Search Companies or Search People first so you can map the right record.
Teamgate CRM3

Create Event

Action

In Make“Creates a new event of a selected type (task, call, appointment or note)”

Tasks, calls, appointments and notes all come out of this single module: you choose the event type and Make logs it in Teamgate for your reps.

When to use it
to give a rep a follow-up task after Watch New Deals, or to log a note when a support ticket closes in another app.
Watch out
placing it after Watch New Events in the same scenario can loop, since each event it creates is a new event for that trigger.
Teamgate CRM4

Create Lead

Action

In Make“Create a new lead”

Make turns an incoming prospect into a Teamgate lead, ready for qualification, and nobody has to copy details out of an email anymore.

When to use it
after a contact form, a webinar sign-up or an ad lead form handled by another app.
Watch out
check with Search Leads first; the same prospect filling in two forms would otherwise become two leads for your reps to sort out.
Teamgate CRM5

Create Person

Action

In Make“Create a new person”

Create Person adds a contact to Teamgate from whatever data Make receives, for instance the buyer named on a fresh order.

When to use it
when a new client is onboarded in your invoicing tool and the account manager needs that contact in the CRM.
Watch out
people and leads are separate records in Teamgate, so agree with your team on which one a new contact should become before mapping anything.
Teamgate CRM6

Create Product

Action

In Make“Create a new product”

Your Teamgate catalog can follow the one you keep elsewhere: Create Product adds an item once it exists in your store or inventory tool.

When to use it
a new reference goes live in your online shop and sales need to attach it to deals.
Watch out
Search Products tells you whether the item is already there; skip that check and the catalog slowly fills with doubles.
Teamgate CRM7

Create Team

Action

In Make“Create a new user team”

Teams in Teamgate group your users together, and Create Team builds a new one from a scenario instead of by hand.

When to use it
when a new branch or a new sales squad is set up in your HR tool and should mirror in the CRM.
Watch out
it creates a team of users, not a customer account; for a client organization, Create Company is the module you want.
Teamgate CRM8

Delete Company

Action

In Make“Deletes specified company”

Delete Company removes an account from Teamgate when another system says it no longer belongs in your CRM.

When to use it
when a company is flagged as closed or merged in your billing tool and should stop cluttering the account list.
Watch out
treat a deletion as final and try it on a dummy company with Run once before you switch the scenario on.
Teamgate CRM9

Delete Deal

Action

In Make“Deletes specified deal”

Dead or duplicate opportunities can leave the pipeline on their own with this module, which erases the deal you point it at.

When to use it
cleaning up deals a web form created twice, spotted beforehand with Search Deals.
Watch out
map the deal from a search or a trigger in the same scenario rather than setting it by hand, so the scenario never erases the wrong one.
Teamgate CRM10

Delete Event

Action

In Make“Deletes specified event”

A cancelled meeting should not linger in a rep's agenda: Delete Event takes the matching event out of Teamgate.

When to use it
an appointment is cancelled in your booking tool and its twin in Teamgate must go as well.
Watch out
find the event first with Search Events; when the search returns several, decide which single one to remove before running the deletion.
Teamgate CRM11

Delete File

Action

In Make“Deletes specified File”

Delete File clears an attachment out of Teamgate, handy when an old document keeps confusing whoever opens the deal.

When to use it
an outdated proposal was replaced and only the latest version should stay attached.
Watch out
target the file with Search Files and read the result during Run once; deleting without that check risks removing the wrong document.
Teamgate CRM12

Delete Lead

Action

In Make“Deletes specified lead”

Once a lead turns out to be spam or a duplicate, this module wipes it from Teamgate so reps stop wasting calls on it.

When to use it
your email tool marks the address as invalid, or your form tool flags the entry as spam.
Watch out
the app has no update module, so Make cannot flag a lead instead of erasing it; if reps might want it back one day, keep this for clear spam.
Teamgate CRM13

Delete Person

Action

In Make“Deletes specified person”

Delete Person handles a frequent request: removing a contact who asked to be forgotten or who left the client company.

When to use it
a data removal request arrives through a form and has to reach the CRM too.
Watch out
it only acts in Teamgate; the same contact may still sit in your other tools, so add their own delete modules to the same scenario.
Teamgate CRM14

Delete Product

Action

In Make“Deletes specified product”

Products you stop selling can vanish from the Teamgate catalog through this action, which keeps the list reps pick from short and current.

When to use it
an item is discontinued in your store or inventory tool.
Watch out
confirm with Search Products that you target the discontinued item and not a close variant with a similar name.
Teamgate CRM15

Delete Team

Action

In Make“Deletes specified team”

Delete Team removes a user team from Teamgate, typically once a squad has been dissolved or merged into another.

When to use it
a reorganization recorded in your HR tool should be reflected in the CRM structure.
Watch out
it only concerns teams of users, never client accounts; cleaning up companies is the job of Delete Company.
Teamgate CRM16

Global Search

Search

In Make“Return all values by given string”

Global Search looks for a piece of text across Teamgate and brings back every match it finds.

When to use it
you only have an email address or a name and do not know whether it belongs to a lead, a person or a company.
Watch out
it can return many bundles at once, and each one runs through the following modules, using operations every time.
Teamgate CRM17

Search Companies

Search

In Make“List all companies by entered parameters”

Before creating anything, Search Companies tells you whether an account already exists in Teamgate, based on the criteria you enter.

When to use it
as the check in front of Create Company, or to find the company a new deal should belong to.
Watch out
zero results is a normal outcome, not an error; plan what the scenario does when nothing comes back.
Teamgate CRM18

Search Deals

Search

In Make“List all deals by entered parameters”

Search Deals pulls the deals matching your criteria, so a scenario can act on one slice of the pipeline at a time.

When to use it
to find the deal behind an invoice that was just paid in your accounting tool.
Watch out
several deals can match; if you need a single one, tighten the criteria until the Run once test returns just one bundle.
Teamgate CRM19

Search Events

Search

In Make“List all events by entered parameters”

Looking up tasks, calls or appointments already logged in Teamgate is the job of Search Events.

When to use it
a scenario must find the appointment to cancel, or gather the calls logged by a rep for a report.
Watch out
the results feed every following module one by one, so a broad search can run the next steps far more often than you expect.
Teamgate CRM20

Search Files

Search

In Make“List all files by entered parameters”

Search Files finds the documents stored in Teamgate that match what you enter, then hands them to the next module.

When to use it
you need the file to remove with Delete File, or you want to check that a proposal was uploaded before moving a deal on.
Watch out
several files can match; read the bundles during Run once to confirm you get the document you expect.
Teamgate CRM21

Search Leads

Search

In Make“List all leads by entered parameters”

This search answers one simple question before any lead is created: is this prospect already in Teamgate?

When to use it
right in front of Create Lead, in a scenario that moves form entries into the CRM.
Watch out
an empty result is your signal to create the lead; a match means the scenario should skip creation and perhaps log an event instead.
Teamgate CRM22

Search People

Search

In Make“List all people by entered parameters”

Search People returns the contacts matching your criteria, the quickest way to tie a message or a ticket from another app to the right person in Teamgate.

When to use it
a support ticket arrives and you want to log a call against the customer who opened it.
Watch out
two people can share a name, so search on the most precise detail you have.
Teamgate CRM23

Search Products

Search

In Make“List all products by entered parameters”

Use Search Products to read your Teamgate catalog from a scenario and get back the items that match.

When to use it
before Create Product, or to find the item named on an order coming from your store.
Watch out
a vague search term can return a long list of items, and each one becomes a bundle that the next modules process.
Teamgate CRM24

Search Teams

Search

In Make“List all teams by entered parameters”

Search Teams lists the user teams that match what you enter, useful whenever a scenario needs to know how your sales force is organized.

When to use it
before Create Team, to avoid building a team that already exists, or before Delete Team to target the right one.
Watch out
it searches teams of users, not companies or customer groups.
Teamgate CRM25

Search Users

Search

In Make“List all users by entered parameters”

Users are the people who log into Teamgate, your reps and managers, and Search Users finds them from inside a scenario.

When to use it
to look up the rep who should be notified in your chat tool when a deal moves.
Watch out
users are not contacts; to find a client, Search People is the right module.
Need help

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FAQ

Teamgate CRM and Make: frequent questions

01Is the Teamgate CRM Make integration free?
Yes. Teamgate CRM is a standard app in Make, available from the Free plan. That plan allows 2 active scenarios, runs them at most every 15 minutes, stops each run after 5 minutes and caps files at 5 MB, with 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and allow runs of up to 40 minutes. Usage is counted in credits: one operation each time a module processes a bundle. Your Teamgate subscription is separate and depends on Teamgate's own pricing.
02What do you need to connect Teamgate CRM to Make?
An active Teamgate account and its API key. In Teamgate, click your initials or profile picture at the top right, open your profile, go to Integrations, then API access, and copy the API token. In Make, add any Teamgate CRM module, click Create a connection, give it a name if you want and paste the token. The connection is then reused by every Teamgate module in your scenarios, so this setup is done once per account rather than once per module.
03Does the Teamgate CRM trigger in Make react in real time?
No. All 7 Teamgate CRM triggers are scheduled: Make checks Teamgate on the scenario's schedule, every 15 minutes by default, and never more often than every 15 minutes on the Free plan. Paid plans can bring the interval down to 1 minute. The app has no instant trigger, the kind that receives a webhook the moment something happens, so expect a short delay between a record created in Teamgate and the reaction in Make. If a step must happen faster, shorten the interval on a paid plan.
04What if a Teamgate CRM module is missing in Make?
Then the 32 native modules are the limit, because this app has no Make an API Call module to reach the rest of the Teamgate API. There is no update module either, only create, delete, search and watch. Check first whether a combination covers the need, such as a search followed by a create. If the gap remains, the data may be reachable through another app already connected to Make. For a specific process, the Hack'celeration team can look at the case and suggest a route.
05Should you use Make or n8n for Teamgate CRM?
It depends on your criteria, not on a winner. In Make, Teamgate CRM comes with 32 ready modules: 7 scheduled triggers, 15 actions and 10 searches, each set up by filling in a form in the scenario editor. n8n often has a node for the same app, so check whether a Teamgate node exists there and which operations it covers, then compare with the steps your process needs, such as updating a record. Choose the tool whose building blocks match that process and that your team already knows.
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