Integrate Onpipeline with Routee
Send information between Onpipeline and Routee automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Routee when a new contact is added in Onpipeline
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Routee for new contacts created in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow creates a new contact in Routee.
Add a new contact in Routee when a new contact is added in Onpipeline
Onpipeline + Routee
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Supported triggers and actions
Integrate Onpipeline and Routee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Contact added
Triggers when a new contact is added
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 person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Create contact
Creates a new contact
Add contact to group
Adds an existing contact to a specified group
Blacklist contact
Adds an existing contact to the blacklist
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Remove contact from blacklist
Removes the specified contact from the blacklist
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.
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What is Routee?
Routee is a leading cloud communications provider that designs, develops, and distributes advanced Web and API automation solutions for corporations. It lets you craft interactive and engaging campaigns easily and efficiently using its advanced SMS services
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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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
