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Create business workflows for PipelineDeals without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular PipelineDeals workflows

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Post a message in Slack when a deal moves from one stage to another in PipelineDeals


Get a notification in your work chat whenever there's an update to a deal in your CRM. This flow posts a message to a specified Slack channel every time a deal moves from one stage to another in PipelineDeals.

How it works
1) A deal moves from one stage to another in PipelineDeals.
2) Zoho Flow posts a message in Slack.
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Post a message in Slack when a deal moves from one stage to another in PipelineDeals

PipelineDeals + Slack

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Create deals in PipelineDeals for converted prospects in Prospect.io


Create a deal in your CRM for converted prospects automatically. This flow creates a deal in PipelineDeals every time a prospect is marked as converted in Prospect.io.

How it works
1) A prospect is marked as converted in Prospect.io.
2) Zoho Flow creates a deal in PipelineDeal for the converted prospect.
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Create deals in PipelineDeals for converted prospects in Prospect.io

Prospect.io + PipelineDeals

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Create Projectplace cards for new deals in PipelineDeals


Create a card in your project management app whenever there's a new deal in your CRM. This flow creates a new card in Projectplace every time there's a new deal in PipelineDeals.

How it works
1) A new deal is created in PipelineDeals.
2) Zoho Flow creates a card in Projectplace for the deal.
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Create Projectplace cards for new deals in PipelineDeals

PipelineDeals +

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Build your own PipelineDeals integrations

Connect PipelineDeals with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your PipelineDeals workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 status

Triggers when the status of an existing deal is updated

Updated deal stage

Triggers when a deal is moved from one stage to another

All Actions - Actions are the automated tasks

Add person

Adds a new person

Create deal

Creates a new deal

Create activity

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

Create task

Creates a new calendar task

What is PipelineDeals?

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

CRM

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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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