Integrate Order Desk with PipelineDeals
Send information between Order Desk and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Create a new deal in PipelineDeals for every new order created in Order Desk
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will create a new deal in PipelineDeals for every new order created in Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in Order Desk
Order Desk + PipelineDeals
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Supported triggers and actions
Integrate Order Desk and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order 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
Create order
Creates a new order
Change folder
Moves the specified order to a different folder
Add shipment
Adds a shipment to an order at Order Desk
Update order
Updates the details of an existing order using order ID
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 Order Desk?
Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.
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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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
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.
Julien Granjean
CEO, iDAYit
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
