Integrate WS Form with PipelineDeals
Send information between WS Form 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 WS Form
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in PipelineDeals using the form responses obtained from WS Form.
How it works
- The flow triggers when a form entry is submitted in WS Form.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through WS Form
WS Form + PipelineDeals
Build your own integrations between WS Form and PipelineDeals
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Supported triggers and actions
Integrate WS Form and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Form submission status changed
Triggers when the status of a submitted form entry is changed
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 WS Form?
WS Forms is a form builder WordPress plugin that can help you create professional, dynamic, mobile-friendly, and accessible forms.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
