Integrate Onpipeline with BulkGate
Send information between Onpipeline and BulkGate automatically, without writing any code, using Zoho Flow.
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Send a greeting email in BulkGate for a newly added contact in Onpipeline
Send personalized welcome emails to every new contact in your sales CRM. This flow will send a welcome email in BulkGate when a new contact is created in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Send a greeting email in BulkGate for a newly added contact in Onpipeline
Onpipeline + BulkGate
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Supported triggers and actions
Integrate Onpipeline and BulkGate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new calendar event is created
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
All Actions - Actions are the automated tasks
Add lead
Creates a new lead
Add organization
Adds a new organization
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update person
Updates the details of an existing contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Send notification SMS
Sends SMS message to the specified phone number
Send promotional SMS
Send SMS messages to contacts saved in groups
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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Director - Business Development and Operations, Avid Brio
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes.
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