Integrate Kali Forms with PipelineDeals

Send information between Kali Forms and PipelineDeals automatically, without writing any code, using Zoho Flow.

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Create a new person in PipelineDeals for every form entry submitted in Kali Forms

Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in PipelineDeals from the responses collected via Kali Forms.

How it works
  1. The flow triggers when a form entry is submitted in Kali Forms.
  2. Zoho Flow adds a new person in PipelineDeals.
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Create a new person in PipelineDeals for every form entry submitted in Kali Forms

Kali Forms + PipelineDeals

Build your own integrations between Kali Forms and PipelineDeals

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

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry 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 Kali Forms?

Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.

Forms New 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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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