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PipelineDeals supports following 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
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 - Action are the automated tasks
Adds a new person
Creates a new deal
Creates a new activity associated with an existing person, company, or deal
Creates a new calendar task
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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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“Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more