Integrate WS Form with PipelineDeals
Send information between WS Form and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Create a new person in PipelineDeals when a form is submitted through WS Form
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 WS Form.
How it works
- The flow triggers when a form entry is submitted in WS Form.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through WS Form
WS Form + PipelineDeals
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Supported triggers and actions
Integrate WS Form and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Form submission status changed
Triggers when the status of a submitted form entry is changed
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 WS Form?
WS Forms is a form builder WordPress plugin that can help you create professional, dynamic, mobile-friendly, and accessible forms.
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