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Xero
Teamgate CRM

Xero and Teamgate CRM integrations

Connecting Xero and Teamgate CRM on Make
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Connect Xero and Teamgate CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Xero and Teamgate CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Categories
CRM
Invoicing & Accounting
Xero

Build your Xero and Teamgate CRM integrations.

Create custom Xero and Teamgate CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Xero
Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action
Xero
Archive a Contact

Archives a contact with a given ID.

Action
Teamgate CRM
Create Product

Create a new product

Action
Teamgate CRM
Create Company

Create a new company

Action
Teamgate CRM
Create Deal

Creates a new deal

Action
Teamgate CRM
Create Event

Creates a new event of a selected type (task, call, appointment or note)

Action
Teamgate CRM
Create Lead

Create a new lead

Action
Teamgate CRM
Create Person

Create a new person

Action
Teamgate CRM
Create Team

Create a new user team

Action

Popular Xero and Teamgate CRM workflows.

Looking to get more out of Xero and Teamgate CRM? With Make you can visually integrate Xero and Teamgate CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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