Integrate PipelineDeals with Zoho Marketing Automation
Send information between PipelineDeals and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Zoho Marketing Automation using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
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
Clone campaign
Clones an existing campaign
Send email campaign
Sends an existing email campaign
Add lead score
Adds lead score for the specified email address
Create lead tag
Creates a new lead tag
Create or update lead
Creates a new lead or updates the details of an existing lead
Tag lead
Adds the specified tag to a lead
Add lead to journey
Adds the specified lead to a journey
Create list
Creates a new list
Untag lead
Removes the specified tag from a lead
Update list
Updates the details of an existing list
Unsubscribe lead
Removes a lead from the selected list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
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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What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
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