Integrate Formstack with PipelineDeals
Send information between Formstack and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Create a new person in PipelineDeals for every form entry from Formstack
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in PipelineDeals using the form inputs received in Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals for every form entry from Formstack
Formstack + PipelineDeals
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Supported triggers and actions
Integrate Formstack and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Submission
Triggers when a new submission is added to the selected form
New Form
Triggers when a new form is created
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
Updated deal stage
Triggers when a deal is moved from one stage to another
All Actions - Actions are the automated tasks
Create Submission
Creates a submission in the selected form
Create task
Creates a new calendar task
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
What is Formstack?
Similar apps
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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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.
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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.
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