

Integrate Clinked with PipelineDeals
Send information between Clinked and PipelineDeals automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Clinked and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New person, lead, or contact
Triggers when a new person, lead, or contact is created

New deal
Triggers when a new deal is created

Updated deal status
Triggers when the status of an existing deal is updated

Updated deal stage
Triggers when a deal is moved from one stage to another
All Actions - Actions are the automated tasks

Create group
Creates a new group

Create discussion
Creates a new discussion

Create member
Creates a new member

Duplicate a group
Duplicates an existing group

Create event
Creates a new event

Create note
Creates a new note

Create task
Creates a new task

Create or update folder
Creates a new folder or updates an existing folder

Update member
Updates the details of the specified member

Fetch group
Fetches the details of an existing group by group ID

Fetch member
Fetches the details of an existing member by username

Add person
Adds a new person

Create deal
Creates a new deal

Create activity
Creates a new activity associated with an existing person, company, or deal

Create task
Creates a new calendar task
What is Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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