Integrate weForms with PipelineDeals
Send information between weForms and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in PipelineDeals when a form is submitted through weForms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in PipelineDeals using the form inputs received in weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through weForms
weForms + PipelineDeals
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Supported triggers and actions
Integrate weForms and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
Updated deal stage
Triggers when a deal is moved from one stage to another
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create task
Creates a new calendar task
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
What is weForms?
weForms is a form builder WordPress plugin that can help you create online contact forms.
Similar apps
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
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.
Ramakrishna Karolla
Founder and CEO, Nexivo
I’m a lawyer by training, not a developer, but I built these flows myself. That says something about how accessible Zoho Flow is. It has helped us save over $100,000 and 1,200 hours every year.
Morten Lodal Askekilde
Chief Operating Officer, Syncify
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
