Integrate Forminator with PipelineDeals
Send information between Forminator and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in PipelineDeals for each form entry made in Forminator
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in PipelineDeals using the form inputs received in Forminator.
How it works
- The flow triggers when a form is submitted in Forminator.
- Zoho Flow adds a new person in PipelineDeals.
Add a new person in PipelineDeals for each form entry made in Forminator
Forminator + PipelineDeals
Build your own integrations between Forminator and PipelineDeals
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Supported triggers and actions
Integrate Forminator and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form is submitted
Poll entry submitted
Triggers when a poll is answered
Quiz entry submitted
Triggers when a quiz is answered
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
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
All Actions - Actions are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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Learn more >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Yellow Africa
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, Fabricroot
