Integrate FastField with PipelineDeals
Send information between FastField 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 FastField
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in PipelineDeals using the form responses obtained from FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through FastField
FastField + PipelineDeals
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Supported triggers and actions
Integrate FastField and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission created
Triggers when a new submission is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
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 task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
What is FastField?
Similar apps
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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.
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