PipelineDeals

Use Zoho Flow to integrate PipelineDeals with 750+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect PipelineDeals with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt PipelineDeals integration flows to get started

Create Projectplace cards for new deals in PipelineDeals

Use this flow

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

Use this flow

Create deals in PipelineDeals for converted prospects in Prospect.io

Use this flow
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Popular integrations

  • Projectplace

    Projectplace

    Projectplace is a collaborative project management tool that lets you set goals, build customized project templates, and monitor progress in different kinds of charts. Category : Project Management
  • Slack

    Slack

    Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders. Category : Team Collaboration, Team Chat
  • Prospect.io

    Prospect.io

    Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions. Category : Sales Automation, CRM
  • Autopilot

    Autopilot

    Autopilot 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 Contact

    Constant Contact

    Constant 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 Boss

    Follow Up Boss

    Follow 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 : Contacts, Real Estate, CRM
  • Harvest

    Harvest

    Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time. Category : Proposals & Invoices, Popular, Time Tracking
  • Insightly

    Insightly

    Insightly 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 : Project Management, Sales Automation, Popular, CRM
  • Streak

    Streak

    Streak 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
  • Zendesk

    Zendesk

    Zendesk 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

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

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All Actions - Action 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

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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

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    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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    Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

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    Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

    Decisions

    Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

    Delays

    Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

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    Write simple scripting functions to format data, call web APIs, send emails, and more.