Integrate FastField with PipelineDeals
Send information between FastField and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Create a new person in PipelineDeals when a form is submitted through FastField
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in PipelineDeals using the form responses obtained from FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through FastField
FastField + PipelineDeals
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Supported triggers and actions
Integrate FastField and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission created
Triggers when a new submission is created
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
All Actions - Actions are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
What is FastField?
FastField is a fully customizable mobile forms solution that lets you build and distribute digital forms for inspections, checklists, or any other data collection needs.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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