Integrate Omnisend with PipelineDeals
Send information between Omnisend and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Create a new deal in PipelineDeals for each new order placed in Omnisend
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in PipelineDeals whenever a new order is created in Omnisend.
How it works
- The flow triggers when a new order is created in Omnisend.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Omnisend
Omnisend + PipelineDeals
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Supported triggers and actions
Integrate Omnisend and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product added
Triggers when a new product is added
Order created
Triggers when a new order is created
Campaign created
Triggers when a new campaign is created
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
Add product
Adds a new product
Create or update contact
Creates a new contact or updates an existing contact. This action creates or updates based on email.
Create order
Creates a new order
Update order
Updates the details of an existing order
Update product
Updates the details of an existing product
Fetch contact
Fetches the details of an existing contact
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 Omnisend?
Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.
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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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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