Integrate Bit Form with PipelineDeals
Send information between Bit Form and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in PipelineDeals for every form entry from Bit Form
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in PipelineDeals using the responses received from Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Bit Form
Bit Form + PipelineDeals
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Supported triggers and actions
Integrate Bit Form and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form response received
Triggers when a new form response is received
New deal
Triggers when a new deal 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
New person, lead, or contact
Triggers when a new person, lead, or contact is created
All Actions - Actions are the automated tasks
Create form response
Creates a new form response
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
What is Bit Form?
Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.
Similar apps
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
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