PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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It's easy to connect pipelinedeals + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Pipelinedeals is a company that provides cloud based software products for companies to create their own applications. This can be done with the help of a simple drag and drop interface. The software is available at a very affordable price. The company is located in India, but has a global presence.
Zoho CRM. On the other hand, Zoho CRM is a customer relationship management software. It provides a suite of business applications and services. The largest service provided by Zoho CRM is its customer relationship management software. It also offers data analytics, e-mail marketing, and online survey tops.
There are many benefits of the integration of Pipelinedeals and Zoho CRM. Zoho CRM is a complete package of business applications. It serves as a great top for marketing, sales and support teams. Pipelinedeals’ easy to use drag and drop interface makes it a good choice for users who want to create their own applications. The integration of these two applications can prove to be beneficial for businesses. Here are some of the ways how these two applications can be integrated to benefit businesses:
It provides an easy way to build apps and improve the workflows while integrating the two applications. If a company wants to create more applications and needs to hire developers then they may not find it feasible in terms of budget. However, creating apps with Pipelinedeals will bring down the cost significantly. Integration with Zoho CRM will make it easy for sales, support and marketing teams to have access to information about customers. Customers can also have access to their own account and claims through this integration. This can lead to better customer engagement and boost overall business performance. The integration of Pipelinedeals with Zoho CRM will provide employees with a greater level of transparency which will help in improving the productivity and efficiency of workers. This integration will also help in reducing time consumption and improve output quality. In addition to this, there will be less time wastage because of unnecessary meetings and emails as employees would have access to information right on their desktop or mobile screens. In case of any emergency or issues, employees can also get in touch with their team members directly through the app without having to call them or send emails to them. There is no denying the fact that cloud based software like Pipelinedeals and Zoho CRM are much more economical than the conventional software like Microsoft Office which requires hardware and software installation which can consume a lot of space in the office. This is because cloud based software does not require any hardware or software installation but only consumes space in the cloud servers. This ensures that companies have enough space to store important documents including accounting data, customer details, etc. In addition to this, cloud based software is always up-to-date with all recent versions where as conventional software keeps getting outdated with every new version released.
Hence, integration of Pipelinedeals with Zoho CRM will prove beneficial for both businesses as well as employees working in these companies because it will provide them with increased productivity and efficiency. This integration will improve the workflow process within the company by making it easier for employees, sales and marketing teams to communicate with each other. Therefore, this integration will help in boosting the overall performance of the company and its employees’ productivity and efficiency levels.
The process to integrate pipelinedeals and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.