Integrate Onpipeline with Calley
Send information between Onpipeline and Calley automatically, without writing any code, using Zoho Flow.
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Add a new contact in Calley when a new contact is added in Onpipeline
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Calley whenever a new contact is added in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
Add a new contact in Calley when a new contact is added in Onpipeline
Onpipeline + Calley
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Supported triggers and actions
Integrate Onpipeline and Calley using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Note added
Triggers when a new note is added
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
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
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
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
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
Add or update contact
Adds a new contact or updates the details of an existing contact
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.
Similar apps
What is Calley?
Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Amazos
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)
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Alebat Education
