GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Teamgate is an intelligent sales stack for SMEs. It will help improve your customer communications, increase sales and implement set goals. Rely on powerful insights to make competitive actions and nurture new connections towards successful sales.
Below you'll find detailed information, specifically for Teamgate integrations:
Supported Teamgate Integrations
We simply ask your login details and your permission. When you click 'Authorize Teamgate', a pop-up window will ask you to log in and authorize. For Teamgate, we need your database name, username and password to log in. We connect with all Teamgate accounts.
If you already authorized Teamgate account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts or Leads before proceeding to the configuration page.
Learn more about syncing Leads here.
[IF] Supported Conditions/Filters
- CUSTOMER STATUS
- PROSPECT STATUS
- IS IMPORTANT/NOT IMPORTANT
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADDING/REMOVING TAGS
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Teamgate fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your Teamgate Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Teamgate, you are able to SYNC DELETIONS. When a contact gets deleted in one app, we add the tag 'PieSync Trash' to that same contact in the other. You will be able to review this segment first before deleting or taking any other action in the other app too.
In connections between Teamgate and some marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Teamgate. You will be able to review this segment first before taking any action in Teamgate too.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!