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Teamgate CRM - Create PDF, Word, Excel Documents
Teamgate CRM connects with Documentero to automatically create professional documents from your CRM data. When new leads, deals, or contacts are added in Teamgate, you can instantly generate proposals, contracts, or reports in .docx, .pdf, or .xlsx formats. This integration helps sales and marketing teams keep their paperwork up to date without manual copying or formatting.
Teamgate CRM
Documentero
Triggers
Watch New Companies — Triggers when a new companies is created
Watch New Deals — Triggers when a new deals is created.
Watch New Leads — Triggers when a new leads is created
Watch New People — Triggers when a new persons is created
Watch New Files — Triggers when a new file is uploaded
Watch New Events — Triggers when a new event is created
Watch New Products — Triggers when a new product is create
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Teamgate CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Teamgate CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate sales contracts from new Teamgate deals
Create PDF proposals from Teamgate CRM opportunities
Export Teamgate contacts into a formatted Excel sheet
Generate onboarding documents when a new company is added in Teamgate
Build lead qualification reports from Teamgate CRM data
Create event schedules in PDF when new events are logged in Teamgate
Automatically prepare product sheets from Teamgate product entries
Export Teamgate deal pipeline into a custom Excel report
Generate personalized letters for new Teamgate people records
Create weekly CRM activity summaries from Teamgate into PDF format
How you can use Teamgate CRM + Documentero
Generate Deal Proposals
Create ready-to-send PDF proposals whenever a new deal is added in Teamgate.
Lead Summary Reports
Automatically build a detailed .docx report of new leads captured in Teamgate.
Client Onboarding Pack
Prepare a welcome document bundle when a new company or person is created in Teamgate.
Event Briefs
Generate event briefing sheets in PDF format each time a new event is scheduled in Teamgate.
Product Catalog Exports
Export product lists from Teamgate into a formatted Excel file using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate Teamgate CRM with Documentero
- Create a new Zap in Zapier.
- Add Teamgate CRM to the zap and choose one of the triggers (Watch New Companies, Watch New Deals, Watch New Leads). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Teamgate CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Teamgate CRM with Documentero
- Create a new scenario in Make.
- Add Teamgate CRM to the scenario and choose one of the triggers (Watch New Companies, Watch New Deals, Watch New Leads). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Teamgate CRM trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Teamgate CRM with Documentero
- Create a new workflow in n8n.
- Add Teamgate CRM to the workflow and choose one of the triggers (Watch New Companies, Watch New Deals, Watch New Leads). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Teamgate CRM trigger.
- Execute (or activate) your workflow and verify the output.
