Integrate Device Magic with PipelineDeals
Send information between Device Magic 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 Device Magic
Streamline your contact management by integrating forms with your sales CRM to capture details directly This flow will create a new person in PipelineDeals from the responses collected via Device Magic.
How it works
- The flow triggers when a new submission is received in the selected form in Device Magic.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through Device Magic
Device Magic + PipelineDeals
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Supported triggers and actions
Integrate Device Magic and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission received
Triggers when a new submission is received in the selected form
New person, lead, or contact
Triggers when a new person, lead, or contact 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 deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Dispatch form
Dispatches a form to a target device
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
What is Device Magic?
Device Magic is mobile forms and data collection software. You can collect data without internet connection, send forms with pre-populated data, and track the location of each submission.
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