Integrate JotForm with PipelineDeals
Send information between JotForm and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in PipelineDeals for each form entry made in JotForm
Streamline your contact management by integrating forms with your sales CRM to capture details directly This flow will generate a new person in PipelineDeals using the form responses obtained from JotForm.
How it works
- The flow triggers when a new submission is added to the selected form in JotForm.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in JotForm
JotForm + PipelineDeals
Build your own integrations between JotForm and PipelineDeals
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Supported triggers and actions
Integrate JotForm and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Submission
Triggers when a new submission is added to the selected form
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 JotForm?
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Toto
Technical Engineer, Master Liveaboards
