Integrate Happyforms with PipelineDeals
Send information between Happyforms and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Happyforms
Happyforms + PipelineDeals
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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 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 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 Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
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.
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