Integrate Happyforms with PipelineDeals

Send information between Happyforms and PipelineDeals automatically, without writing any code, using Zoho Flow.

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Add a new person in PipelineDeals for each form entry made in Happyforms

Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in PipelineDeals from the responses collected via Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow adds a new person in PipelineDeals.
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Add a new person in PipelineDeals for each form entry made in Happyforms

Happyforms + PipelineDeals

Build your own integrations between Happyforms and PipelineDeals

Connect Happyforms and PipelineDeals with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and PipelineDeals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

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

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 Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms New WordPress Plugins

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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