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Create business workflows for PipelineDeals without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular PipelineDeals workflows
Create an estimate in your Alegra when a new deal is created in PipelineDeals
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Alegra when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Alegra.
Generate an estimate within your Billomat automatically, When a new deal is created in PipelineDeals
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Billomat when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Billomat.
Prepare an estimate in FreeAgent for new deals created in your PipelineDeals
Effortlessly create accurate estimates in your online accounting software every time, without any manual input. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in FreeAgent.
Create an estimate in QuickBooks for every new deal created in your PipelineDeals
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in your Zoho Books when a new deal is created in PipelineDeals
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Zoho Books when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Zoho Books.
Create an estimate in InvoiceXpress for every new deal created in your PipelineDeals
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in InvoiceXpress for a new deal created in your PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in your FastBill when a new deal is created in PipelineDeals
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in FastBill.
Create an invoice in FreeAgent for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in FreeAgent whenever a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
Create an invoice in LessAccounting for the latest closed deals in PipelineDeals
PipelineDeals + LessAccounting
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in LessAccounting whenever a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow adds a new invoice in LessAccounting.
Create an invoice in Alegra for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Alegra each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Alegra.
Create an invoice in Billomat for the latest closed deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Billomat each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Billomat.
Create an invoice in Billy for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Billy each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Billy.
Create an invoice in FastBill for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in FastBill each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in FastBill.
Create an invoice in Harvest for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Harvest each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Harvest.
Generate an invoice in Hiveage for newly closed deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Hiveage each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Hiveage.
Create an invoice in Invoice Ninja for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Invoice Ninja each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Invoice Ninja.
Create an invoice in Invoiced for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Invoiced each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Invoiced.
Create an invoice in Qoyod for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Qoyod each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Qoyod.
Create an invoice in Quaderno for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Quaderno whenever a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Quaderno.
Create an invoice in QuickBooks for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in QuickBooks each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickFile for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in QuickFile each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in QuickFile.
Create an invoice in Stax for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Stax each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Stax.
Create an invoice in Stripe for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Stripe each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Stripe.
Create an invoice in Upflow for newly acquired deals in PipelineDeals
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Upflow whenever a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Upflow.
Create an invoice in Zoho Invoice for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in Zoho Invoice for every finalised deal in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Zoho Invoice.
Create an invoice in InvoiceXpress for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in InvoiceXpress each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
Create an invoice in Printavo for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Printavo each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new order invoice in Printavo.
Create an invoice in sevDesk for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in sevDesk whenever a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in sevDesk.
Create an invoice in Saasu for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Saasu each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
Create an invoice in Zoho Books for newly acquired deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Zoho Books for every finalised deal in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Zoho Books.
Create an invoice in Ronin for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Ronin for every finalised deal in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Ronin.
Set up a new deal in PipelineDeals for every new order placed through BigCommerce
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will generate a new deal in PipelineDeals whenever a new order is created in BigCommerce.
How it works
- The flow triggers when a new order is created in BigCommerce.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Billbee
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 Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Cartloom
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 Cartloom.
How it works
- The flow triggers when a new order is created in Cartloom.
- Zoho Flow creates a new deal in PipelineDeals.
A new deal in PipelineDeals whenever a new order is created in CartRover
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in PipelineDeals for every new order placed through CartRover.
How it works
- The flow triggers when a new order is created in CartRover.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in CloudCart
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 CloudCart.
How it works
- The flow triggers when a new order is created in CloudCart.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Eventix
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order created in Eventix.
How it works
- The flow triggers when a new order is created in Eventix.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in Humanitix
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order created in Humanitix.
How it works
- The flow triggers when a new order is made in one of your events in Humanitix.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Maropost Commerce Cloud (formerly Neto)
Maropost Commerce Cloud (formerly Neto) + PipelineDeals
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in PipelineDeals for each new order placed in Maropost Commerce Cloud (formerly Neto).
How it works
- The flow triggers when a new paid order is created in Maropost Commerce Cloud (formerly Neto).
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in ModWebs
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 ModWebs.
How it works
- The flow triggers when a new order is created in ModWebs.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Mollie
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This integration will set up a new deal in PipelineDeals for every new order placed through Mollie.
How it works
- The flow triggers when a new order is created in Mollie.
- Zoho Flow creates a new deal in PipelineDeals.
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 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.
Set up a new deal in PipelineDeals for every new order placed through Printify
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 Printify.
How it works
- The flow triggers when a new order is created in Printify.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Saleor
Enable your sales team to track their pipeline by auto-creating deals for new orders. This integration will set up a new deal in PipelineDeals for every new order placed through Saleor.
How it works
- The flow triggers when an order is confirmed in Saleor.
- Zoho Flow creates a new deal in PipelineDeals.
A new deal in PipelineDeals whenever a new order is created in Sellbrite
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will generate a new deal in PipelineDeals whenever a new order is created in Sellbrite.
How it works
- The flow triggers when a new order is created in Sellbrite.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through ShipStation
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This integration will set up a new deal in PipelineDeals for every new order placed through ShipStation.
How it works
- The flow triggers when a new order is created in the selected store in ShipStation.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in Shipwire
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in PipelineDeals for every new order created in Shipwire.
How it works
- The flow triggers when a new purchase order is created in Shipwire.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Shopify
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 Shopify.
How it works
- The flow triggers when a new order is created in Shopify.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Square
Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in PipelineDeals for each new order placed in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Starshipit
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in PipelineDeals for each new order placed in Starshipit.
How it works
- The flow triggers when an order is created (Unshipped) in Starshipit.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in StoreHippo
Enable your sales team to track their pipeline by auto-creating deals for new orders. This integration will set up a new deal in PipelineDeals for every new order placed through StoreHippo.
How it works
- The flow triggers when a new order is created in StoreHippo.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Stripe
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in PipelineDeals for every new order created in Stripe.
How it works
- The flow triggers when a new order is created in Stripe.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Sympla
Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in PipelineDeals for every new order placed through Sympla.
How it works
- The flow triggers when a new order is created in Sympla.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Tito
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in PipelineDeals for every new order created in Tito.
How it works
- The flow triggers when an existing order is confirmed in Tito.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Tookan
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in PipelineDeals whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in PipelineDeals.
A new deal in PipelineDeals whenever a new order is created in Unleashed Software
Unleashed Software + PipelineDeals
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in PipelineDeals for every new order created in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in Veeqo
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 Veeqo.
How it works
- The flow triggers when a new order is recieved in Veeqo.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Webflow
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will set up a new deal in PipelineDeals for each new order placed in Webflow.
How it works
- The flow triggers when a new order is created in Webflow.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in WooCommerce
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 WooCommerce.
How it works
- The flow triggers when a new order is created in WooCommerce.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in X-Cart
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in PipelineDeals whenever a new order is created in X-Cart.
How it works
- The flow triggers when a new order is placed in X-Cart.
- Zoho Flow creates a new deal in PipelineDeals.
A new deal in PipelineDeals whenever a new order is created in Zoho Commerce
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 Zoho Commerce.
How it works
- The flow triggers when a new order is received in Zoho Commerce.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Zoho Inventory
Zoho Inventory + PipelineDeals
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 Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through 123FormBuilder
123FormBuilder + PipelineDeals
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in PipelineDeals using the form inputs received in 123FormBuilder.
How it works
- The flow triggers when a new submission is added to the selected form in 123FormBuilder.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Basin
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in PipelineDeals using the responses received from Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Bit Form
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in PipelineDeals using the responses received from Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry submitted in Contact Form 7
Contact Form 7 + PipelineDeals
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This workflow will generate a new person in PipelineDeals using the form inputs received in Contact Form 7.
How it works
- The flow triggers when a new form entry is submitted in Contact Form 7.
- Zoho Flow adds a new person in PipelineDeals.
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 Elementor Pro
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 Elementor Pro.
How it works
- The flow triggers when a new form entry is made in Elementor Pro.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry submitted in Everest Forms
Streamline your contact management by integrating forms with your sales CRM to capture details directly This flow will generate a new person in PipelineDeals using the form responses obtained from Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through FastField
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in PipelineDeals using the form responses obtained from FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Fluent Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will create a new person in PipelineDeals from the responses collected via Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Formidable Forms
Formidable Forms + PipelineDeals
Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in PipelineDeals from the responses collected via Formidable Forms.
How it works
- The flow triggers when a new form entry is made in Formidable Forms.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Forminator
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in PipelineDeals using the form inputs received in Forminator.
How it works
- The flow triggers when a form is submitted in Forminator.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry submitted in Formsite
Streamline your contact management by integrating forms with your sales CRM to capture details directly This workflow will generate a new person in PipelineDeals using the form inputs received in Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Formstack
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in PipelineDeals using the form inputs received in Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in FormTitan
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in PipelineDeals using the responses received from FormTitan.
How it works
- The flow triggers when a new form submission is received in FormTitan.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Fulcrum
Streamline your contact management by integrating forms with your sales CRM to capture details directly This workflow will generate a new person in PipelineDeals using the form inputs received in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through Gravity Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will generate a new person in PipelineDeals using the form responses obtained from Gravity Forms.
How it works
- The flow triggers when a new form is submitted in Gravity Forms.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Happyforms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in PipelineDeals from the responses collected via Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in JotForm
Streamline your contact management by integrating forms with your sales CRM to capture details directly This flow will generate a new person in PipelineDeals using the form responses obtained from JotForm.
How it works
- The flow triggers when a new submission is added to the selected form in JotForm.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Kadence Blocks
Kadence Blocks + PipelineDeals
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will add a new person in PipelineDeals using the responses received from Kadence Blocks.
How it works
- The flow triggers when a form entry is submitted in Kadence Blocks.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry submitted in Kali Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in PipelineDeals from the responses collected via Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through MetForm
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will create a new person in PipelineDeals from the responses collected via MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Ninja Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will create a new person in PipelineDeals from the responses collected via Ninja Forms.
How it works
- The flow triggers when a new form entry is added in Ninja Forms.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Paperform
Streamline your contact management by integrating forms with your sales CRM to capture details directly This flow will generate a new person in PipelineDeals using the form responses obtained from Paperform.
How it works
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in PlanSo Forms
Streamline your contact management by integrating forms with your sales CRM to capture details directly This workflow will generate a new person in PipelineDeals using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Ultimate Member
Ultimate Member + PipelineDeals
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in PipelineDeals using the form responses obtained from Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through weForms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in PipelineDeals using the form inputs received in weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in WPForms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in PipelineDeals using the form inputs received in WPForms.
How it works
- The flow triggers when a new form entry is made in WPForms.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through WS Form
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in PipelineDeals using the form responses obtained from WS Form.
How it works
- The flow triggers when a form entry is submitted in WS Form.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through Wufoo
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in PipelineDeals using the form inputs received in Wufoo.
How it works
- The flow triggers when a new entry is created in Wufoo.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Zoho Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in PipelineDeals 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 person in PipelineDeals.
Build your own PipelineDeals integrations
Connect PipelineDeals with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your PipelineDeals workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >