Integrate PipelineDeals with WebCEO

Send information between PipelineDeals and WebCEO automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate PipelineDeals and WebCEO 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

Lead added

Triggers when a new lead 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

Create lead

Creates a new lead

Add partner link

Adds a new partner link in given project

Create project

Creates a new project

Add keywords in rank tracking

Adds new keywords in the Rank Tracking settings of an existing project

Create quick domain analysis

Creates a new quick domain analysis

Add mailing task

Adds a new mailing task in given project

Update lead

Updates the details of an existing lead by ID

Add competitors in rank tracking

Adds new competitors in the Rank Tracking settings in an existing project

Update mailing task

Updates the details of an existing mailing task by task ID

Update keywords in rank tracking

Updates the keywords in the Rank Tracking settings of an existing project

Update project

Updates the details of an existing project by ID

Fetch mailing task

Fetches the details of an existing mailing task by task ID

Fetch rankings competitors

Fetches the details of an existing competitor in the Rank Tracking settings of an existing project

Fetch web buzz count

Fetches the number of posts found by the Web Buzz tool using project ID

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

What is WebCEO?

WebCEO is a cloud-based SEO platform that provides tools for keyword research, SEO audit, link quality control, site monitoring, website internal links optimization, competitor monitoring, social media analysis, and website performance tracking.

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Webhook triggers

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Logic

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Custom functions

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

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