Integrate MetForm with PipelineDeals
Send information between MetForm and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in PipelineDeals when a form is submitted through MetForm
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will create a new person in PipelineDeals from the responses collected via MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through MetForm
MetForm + PipelineDeals
Build your own integrations between MetForm and PipelineDeals
Connect MetForm and PipelineDeals with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate MetForm and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry 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 MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
