Integrate PipelineDeals with ProductPlan
Send information between PipelineDeals and ProductPlan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and ProductPlan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
Parked bar created
Triggers when a new parked bar is created
Roadmap created
Triggers when a new roadmap is created
Planned bar created
Triggers when a new planned bar is created
External link created
Triggers when a new external link is created
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Create comment
Creates a new comment
Create external link
Creates a new external link
Create parked bar
Creates a new bar with a status of parked
Update parked bar
Updates the details of an existing parked bar
Update planned bar
Updates the details of an existing planned bar
Update external link
Updates the details of an existing external link
Fetch comment
Fetches the details of an existing comment using ID
Fetch parked bar
Fetches the details of an existing parked bar using ID
Fetch roadmap
Fetches the details of an existing roadmap using ID
Fetch planned bar
Fetches the details of an existing planned bar using ID
Fetch external link
Fetches the details of an existing external link using ID
Fetch planned bar by name
Fetches the details of an existing planned bar using planned bar name
Fetch parked bar by name
Fetches the details of an existing parked bar using parked bar name
Fetch roadmap by name
Fetches the details of an existing roadmap using roadmap name
Fetch external link by name
Fetches the details of an existing external link using external link name
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is ProductPlan?
ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.
Similar apps
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