Use Zoho Flow to integrate PipelineDeals with 600+ apps without writing code. Automate any tasks that keep you away from what you do best.
Connect PipelineDeals with your apps and move data seamlessly
Automate redundant manual tasks and save your precious time and effort
Orchestrate your business process by integrating the apps you use efficiently
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AutopilotAutopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Drip Emails, Marketing Automation
Constant ContactConstant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own. Category : Email Newsletters, Marketing Automation
Follow Up BossFollow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline. Category : CRM, Contacts, Real Estate
HarvestHarvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time. Category : Time Tracking, Proposals & Invoices
InsightlyInsightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources. Category : CRM, Project Management, Sales Automation
StreakStreak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers. Category : CRM
ZendeskZendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers. Category : Customer Support
PipelineDeals supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
Triggers when a new deal is created
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
All Actions - Action are the automated tasks
Adds a new person
Creates a new deal
Creates a new calendar task
Creates a new activity associated with an existing person, company, or 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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“Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing.” Know more