Integrate Onpipeline with Sendmode

Send information between Onpipeline and Sendmode automatically, without writing any code, using Zoho Flow.

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Send a greeting email in Sendmode for a newly added contact in Onpipeline

Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in Sendmode whenever a new contact is added in Onpipeline.

How it works
  1. The flow triggers when a new contact person is added in Onpipeline.
  2. Zoho Flow sends a text message to the specified phone number in Sendmode.
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Send a greeting email in Sendmode for a newly added contact in Onpipeline

Onpipeline + Sendmode

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Add a new contact in Sendmode when a new contact is added in Onpipeline

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Sendmode whenever a new contact is added in Onpipeline.

How it works
  1. The flow triggers when a new contact person is added in Onpipeline.
  2. Zoho Flow creates a new customer or updates the details of an existing customer in Sendmode.
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Add a new contact in Sendmode when a new contact is added in Onpipeline

Onpipeline + Sendmode

Build your own integrations between Onpipeline and Sendmode

Connect Onpipeline and Sendmode 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 Onpipeline and Sendmode using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when the details of an existing deal are updated

Deal updated as won

Triggers when the status of a deal is updated as won

Deal updated as lost

Triggers when the status of a deal is updated as lost

Deal updated as open

Triggers when the status of a deal is updated as open

Deal created

Triggers when a new deal is created

Person added

Triggers when a new contact person is added

Note added

Triggers when a new note is added

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

Deal updated as deleted

Triggers when the status of a deal is updated as deleted

Event updated

Triggers when a calendar event is updated

Delivery report status

Triggers when the status of a delivery report is received

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Create deal

Creates a new deal

Add lead

Creates a new lead

Add widget

Adds a new widget

Add note

Adds a new note

Add action menu

Adds a new action menu

Add person

Adds a new contact person

Update person

Updates the details of an existing contact person

Update deal

Updates the details of an existing deal

Undelete deal

Restores a deleted deal and set the status to open

Update organization

Updates the details of an existing organization

Fetch event

Fetches the details of an existing event by ID

Fetch person

Fetches the details of an existing person by full name

Fetch organization

Fetches the details of an existing organisation by name

Remove action menu

Removes an existing action menu using link ID

Remove widget

Removes an existing widget using link ID

Search deal

Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.

Create or update customer

Creates a new customer or updates the details of an existing customer

Optout customer

Opts a customer out of your database lists

Send SMS

Sends a text message to the specified phone number

Get credits

Checks the remaining credits on the customer account

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

What is Sendmode?

Sendmode is a business SMS service application that allows users to send secure and prioritized messages, notifications, and alerts to customers.

Phone/SMS

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.

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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.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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