Integrate Everest Forms with PipelineDeals
Send information between Everest Forms and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 for every form entry submitted in Everest Forms
Everest Forms + PipelineDeals
Build your own integrations between Everest Forms and PipelineDeals
Connect Everest Forms and PipelineDeals with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Everest Forms and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
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 person
Adds a new person
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Create task
Creates a new calendar task
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Toto
Technical Engineer, Master Liveaboards
