Integrate WS Form with PipelineDeals

Send information between WS Form and PipelineDeals automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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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
  1. The flow triggers when a form entry is submitted in WS Form.
  2. Zoho Flow adds a new person in PipelineDeals.
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Create a new person in PipelineDeals when a form is submitted through WS Form

WS Form + PipelineDeals

Build your own integrations between WS Form and PipelineDeals

Connect WS Form 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 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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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