Integrate PipelineDeals with Autopilot
Send information between PipelineDeals and Autopilot automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
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 person, lead, or contact
Triggers when a new person, lead, or contact is created
Contact removed from list
Triggers when a contact is removed from the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact added to list
Triggers when a contact is added to the selected list
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
Add contact to list
Creates a new contact and adds it to the selected list
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Delete contact
Deletes the selected contact
Unsubscribe contact
Unsubscribes the selected contact from all emails
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 Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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