Integrate Ultimate Member with PipelineDeals
Send information between Ultimate Member 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 Ultimate Member
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 Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Ultimate Member
Ultimate Member + PipelineDeals
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Supported triggers and actions
Integrate Ultimate Member and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User role changed
Triggers when the role of a user is updated
User account updated
Triggers when the details of a user account is updated
User status changed
Triggers when the status of a user is updated
User registered
Triggers when a user is registered
User profile updated
Triggers when the details of a user profile is updated
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
Fetch user
Fetches the details of an existing user
Update user status
Updates the status of an existing user
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 Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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.
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