Integrate Happyforms with Onpipeline
Send information between Happyforms and Onpipeline automatically, without writing any code, using Zoho Flow.
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Add a new person in Onpipeline for each form entry made in Happyforms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Onpipeline using the responses received from Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow adds a new contact person in Onpipeline.
Add a new person in Onpipeline for each form entry made in Happyforms
Happyforms + Onpipeline
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Supported triggers and actions
Integrate Happyforms and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
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
Deal updated
Triggers when an existing deal is updated
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
Update person
Updates the details of an existing contact person
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
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
What is Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
Similar apps
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.
Similar apps
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 >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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
