Integrate Zoho Forms with Onpipeline
Send information between Zoho Forms and Onpipeline automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Onpipeline for every form entry submitted in Zoho Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This workflow will generate a new person in Onpipeline using the form inputs received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow adds a new contact person in Onpipeline.
Create a new person in Onpipeline for every form entry submitted in Zoho Forms
Zoho Forms + Onpipeline
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Supported triggers and actions
Integrate Zoho Forms and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Event created
Triggers when a new calendar event is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add lead
Creates a new lead
Add organization
Adds a new organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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