Integrate PipelineDeals with 900+ apps

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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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.
Use this flow
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Create Projectplace cards for new deals in PipelineDeals

PipelineDeals +

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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.
Use this flow
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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.
Use this flow
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Create deals in PipelineDeals for converted prospects in Prospect.io

Prospect.io + PipelineDeals

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

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.

Learn more >

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.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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