Integrate PipelineDeals with Sharepoint
Send information between PipelineDeals and Sharepoint automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Sharepoint 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
Drive created
Triggers when a new drive is created
Site created
Triggers when a new site 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
Create text file
Creates a new text file
Create folder
Creates a new folder
Fetch file
Fetches the details of an existing file by name
Fetch folder
Fetches the details of an existing folder by 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 Sharepoint?
SharePoint is a web-based collaborative platform that helps you share and manage files, data, and resources.
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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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