Integrate PipelineDeals with Salesflare
Send information between PipelineDeals and Salesflare automatically, without writing any code, using Zoho Flow.
Build your own integrations between PipelineDeals and Salesflare
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Supported triggers and actions
Integrate PipelineDeals and Salesflare using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New opportunity
Triggers when a new opportunity is created
New account
Triggers when a new account is created
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create contact
Creates a new contact
Create account
Creates a new account
Create call
Creates a new call
Create task
Creates a new task
Create meeting
Creates a new meeting
Add contact to account
Adds an existing contact to the selected account
Add user to account
Adds an existing user to the selected account
Create opportunity
Creates a new opportunity
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch user
Fetches a user by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch person
Fetches a person by ID, name, or email
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
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
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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