Integrate Ultimate Member with PipelineDeals

Send information between Ultimate Member and PipelineDeals automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Add a new person in PipelineDeals for each form entry made in Ultimate Member

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
  1. The flow triggers when a new form entry is made in Ultimate Member.
  2. Zoho Flow adds a new person in PipelineDeals.
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Add a new person in PipelineDeals for each form entry made in Ultimate Member

Ultimate Member + PipelineDeals

Build your own integrations between Ultimate Member and PipelineDeals

Connect Ultimate Member and PipelineDeals 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 Ultimate Member and PipelineDeals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

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 Ultimate Member?

Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

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.

Learn more >

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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

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Head of Operations, AAA Band Rentals

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