Integrate PipelineDeals with DreamCampaigns
Send information between PipelineDeals and DreamCampaigns automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and DreamCampaigns using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
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
Updated deal status
Triggers when the status of an existing deal is updated
Subscriber added
Triggers when a new subscriber is added to an existing list
Client added
Triggers when a new client is added
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add or update subscriber
Adds a new subscriber to an existing list. Updates the details if it already exists.
Create email campaign
Creates a new email campaign
Remove SMS subscriber
Removes the specified SMS subscriber from an existing list
Remove subscriber
Removes the specified email subscriber from an existing list
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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What is DreamCampaigns?
DreamCampaigns is an all-in-one digital marketing platform that offers integrated email & SMS marketing, marketing automation, and small business CRM. It also provides you with easy drag-and-drop email templates, integrated forms, site tracking, revenue tracking, and more.
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