Integrate PipelineDeals with Myphoner
Send information between PipelineDeals and Myphoner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Myphoner 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
Archived lead
Triggers when a lead is archived
New call back
Triggers when a lead is marked for call back
Lead won
Triggers when a lead is marked as winner
Lead lost
Triggers when a lead is marked as loser
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
Create lead
Creates a new lead
Mark lead as winner
Marks the specified lead as winner
Update lead
Updates the details of an existing lead
Mark lead for call back
Marks the specified lead for a call back
Mark lead as loser
Marks the specified lead as loser
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
Similar apps
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Toto
Technical Engineer, Master Liveaboards
