PipelineDeals

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App Description

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

Category : CRM

Triggers

New deal

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

Updated deal stage

Triggers when a deal is moved from one stage to another

Actions

Create task

Creates a new calendar task

Create activity

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

Add person

Adds a new person

Create deal

Creates a new deal

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.