Integrate Ultimate Member with PipelineDeals

Send information between Ultimate Member and PipelineDeals automatically, without writing any code, using Zoho Flow.

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Add a new person in PipelineDeals for each form entry made in Ultimate Member

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 Ultimate Member.

How it works
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow adds a new person in PipelineDeals.
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Add a new person in PipelineDeals for each form entry made in Ultimate Member

Ultimate Member + PipelineDeals

Build your own integrations between Ultimate Member and PipelineDeals

Connect Ultimate Member and PipelineDeals with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Ultimate Member and PipelineDeals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User account updated

Triggers when the details of a user account is updated

User profile updated

Triggers when the details of a user profile is updated

User status changed

Triggers when the status of a user is updated

User role changed

Triggers when the role of a user is updated

User registered

Triggers when a user is registered

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

Fetch user

Fetches the details of an existing user

Update user status

Updates the status of an existing user

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 Ultimate Member?

Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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