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pipelinedeals + Zoho Desk Integrations

Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and Zoho Desk

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
Zoho Desk Alternatives

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Connect pipelinedeals + Zoho Desk in easier way

It's easy to connect pipelinedeals + Zoho Desk without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

How pipelinedeals & Zoho Desk Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Desk as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Desk with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of pipelinedeals and Zoho Desk

pipelinedeals?

Pipelinedeals is an application that helps small businesses with their daily tasks. It is a CRM spution (Customer Relationship Management. built for the spe purpose of helping small businesses manage their work flow. Using this application keeps your business organized and allows you to reduce the time you spend doing paperwork. You can save time by being able to keep track of all of your business’s activities through one platform.

Zoho Desk?

Zoho Desk is a cloud-based customer service management software. It allows you to manage your customer service team more effectively, giving them more time to provide quality service. This will allow them to have a more personal relationship with your customers. The Zoho Desk also allows you to build online communities and manage your client relationships. You can also create powerful surveys and analytics dashboards to view your data in real-time.

Integration of pipelinedeals and Zoho Desk

Pipelinedeals offers a robust CRM system that integrates well with Zoho Desk. Both products are built on top of the Salesforce platform which makes it easy to integrate the two tops. Salesforce has a feature called Lightning Connector which allows for easy integration between these two tops. They can be integrated using this top in a matter of minutes, allowing companies to get up and running quickly. Once they have integrated, you can gain access to all of the information you need about your clients and contacts within a single dashboard.

Benefits of Integration of pipelinedeals and Zoho Desk

By integrating these two services, you can easily:

Keep track of all of your customer interactions across multiple channels.

Reduce your paperwork load by keeping track of all correspondence within a single system.

Increase productivity by being able to schedule meetings directly from the contact’s profile page.

Allow your business to grow with the help of their proactive sales forecasting.

Have a better overview of pipeline at all times in order to plan better for the future.

The process to integrate pipelinedeals and Zoho Desk 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.