Integrate PipelineDeals with Tookan
Send information between PipelineDeals and Tookan automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in PipelineDeals for every new order placed through Tookan
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in PipelineDeals whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Tookan
Tookan + PipelineDeals
Build your own integrations between PipelineDeals and Tookan
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Supported triggers and actions
Integrate PipelineDeals and Tookan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
Task updated
Triggers when the details of an existing task are updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Add person
Adds a new person
Create appointment task
Creates a new appointment task
Create merchant
Creates a new merchant
Create pickup and delivery task
Creates a new pickup and delivery task
Create customer
Creates a new customer
Create delivery task
Creates a new delivery task
Create pickup task
Creates a new pickup task
Create agent
Creates a new agent
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
What is Tookan?
Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.
Similar apps
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
