Integrate Onpipeline with SpringEdge

Send information between Onpipeline and SpringEdge automatically, without writing any code, using Zoho Flow.

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Send a greeting email in SpringEdge for a newly added contact in Onpipeline

Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in SpringEdge whenever a new contact is added in Onpipeline.

How it works
  1. The flow triggers when a new contact person is added in Onpipeline.
  2. Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
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Send a greeting email in SpringEdge for a newly added contact in Onpipeline

Onpipeline + SpringEdge

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Supported triggers and actions

Integrate Onpipeline and SpringEdge using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Send SMS

Sends an SMS to the specified mobile number

Send unicode SMS

Sends a unicode SMS to the specified recipient

Fetch delivery status

Fetches the delivery status of an SMS using message ID

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.

CRM

What is SpringEdge?

SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.

Phone/SMS

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Webhook triggers

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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.

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