Integrate Fluent Forms with PipelineDeals

Send information between Fluent Forms 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 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
  1. The flow triggers when a form is submitted in Fluent Forms.
  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 Fluent Forms

Fluent Forms + PipelineDeals

Build your own integrations between Fluent Forms and PipelineDeals

Connect Fluent 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 Fluent Forms and PipelineDeals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form is submitted

Updated deal stage

Triggers when a deal is moved from one stage to another

New deal

Triggers when a new deal is created

Updated deal status

Triggers when the status of an existing deal is updated

New person, lead, or contact

Triggers when a new person, lead, or contact is created

All Actions - Actions are the automated tasks

Add person

Adds a new person

Create deal

Creates a new deal

Create task

Creates a new calendar task

Create activity

Creates a new activity associated with an existing person, company, or deal

What is Fluent Forms?

Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms

Forms WordPress Plugins

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.

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 >

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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