PipelineDeals

Use Zoho Flow to integrate PipelineDeals with 500+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect PipelineDeals with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt PipelineDeals integration flows to get started

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PipelineDeals supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Updated deal status

Triggers when the status of an existing deal is updated

New person, lead, or contact

Triggers when a new person, lead, or contact is created

New deal

Triggers when a new deal is created

Updated deal stage

Triggers when a deal is moved from one stage to another

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All Actions - Action are the automated tasks

Create activity

Creates a new activity associated with an existing person, company, or deal

Create task

Creates a new calendar task

Add person

Adds a new person

Create deal

Creates a new deal

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    What is PipelineDeals?

    PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

    Categories : CRM

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

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    Advanced tools to help you build complex workflows in minutes

    Webhooks

    Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

    Schedules

    Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

    Decisions

    Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

    Delays

    Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

    Custom functions

    Write simple scripting functions to format data, call web APIs, send emails, and more.