Integrate Zoho Forms with Onpipeline
Send information between Zoho Forms and Onpipeline automatically, without writing any code, using Zoho Flow.
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Create a new person in Onpipeline for every form entry submitted in Zoho Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This workflow will generate a new person in Onpipeline using the form inputs received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow adds a new contact person in Onpipeline.
Create a new person in Onpipeline for every form entry submitted in Zoho Forms
Zoho Forms + Onpipeline
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Supported triggers and actions
Integrate Zoho Forms and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry denied
Triggers when a form entry is denied
Form entry updated
Triggers when an existing form entry is updated by the user
Form entry approved
Triggers when a form entry is approved
Form entry submitted
Triggers when a new form entry is submitted
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
What is Zoho Forms?
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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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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 been a game-changer for us, streamlining our communication and saving us from laborious manual work. The time saved is now used to enhance our customer experience.
Briana Moriarty
Head of HR and Operations, Roofing solutions company (Moriarty's Roofing)
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input.
Louis Castellano
CEO and Owner, Ultravision
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Alebat Education
