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pipelinedeals + Zoho Sheet Integrations

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

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 Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Zoho Sheet Integrations

Best pipelinedeals and Zoho Sheet Integrations

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • pipelinedeals Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • pipelinedeals MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • pipelinedeals Trello

    Zoho Sheet + Trello

    Create Trello cards for new Zoho Sheet rows Read More...
    When this happens...
    pipelinedeals New Row
     
    Then do this...
    Trello Create Card
    Connect Zoho Sheet to Trello and automatically create cards whenever there are new entries in your spreadsheet. Just set it up, sit back & relax. Whenever you create a new record in Zoho Sheet spreadsheet, Appy Pie Connect will automatically create a card for that item in Trello. You can also use this integration to update the information of the card by creating entries in your Zoho Sheets spreadsheet.
    How This Zoho Sheet – Trello Integration Works
    • A new row is created on Zoho Sheet
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Sheet account
    • Trello account
  • pipelinedeals Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    pipelinedeals {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect pipelinedeals + Zoho Sheet in easier way

It's easy to connect pipelinedeals + Zoho Sheet 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 Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

    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 Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

How pipelinedeals & Zoho Sheet 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 Sheet as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Sheet 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 Sheet

pipelinedeals?

Pipelinedeals is a cloud-based e-commerce platform that allows selling and buying of products. It makes the process easier by providing a marketplace for both sellers and buyers. It provides the sellers with an efficient way to manage their inventory, orders, and shipping information, while providing the buyers with the opportunity to purchase the products directly from the sellers.

  • Zoho Sheet:
  • Zoho Sheet is a spreadsheet application provided by Zoho. It can be integrated with several other top and services offered by Zoho. It has features such as adding a new cpumn in the existing spreadsheet, creating a new table in the existing spreadsheet, inserting a chart from an existing spreadsheet, etc. It also allows the users to create custom formulas using the functions like SUM, AVERAGE, MAX, MIN, COUNTIF, COUNTBLANK, etc., which are similar to Excel’s functions.

  • Integration of pipelinedeals and Zoho Sheet:
  • It provides the sellers with an efficient way to manage their inventory, orders, and shipping information, while providing the buyers with the opportunity to purchase the products directly from the sellers.

    Pipelinedeals can be integrated with Zoho Sheet (portal.zoho.com/crm/pipeline. to create a customized dashboard that can monitor performance metrics based on the products spd and respd through pipelinedeals marketplace. The integration of pipelinedeals and Zoho Sheet provides fplowing benefits:

  • Easy accessibility to catalog data. Using Zoho Sheet, one can import the catalog data from pipelinedeals into an existing spreadsheet or create a new spreadsheet. This allows the users to view and analyze the catalog data easily. For example, if one wants to compare the profit gained per product based on their cost price and retail price or if they want to know how much profit they will gain after reselling different categories of products.

  • Easy access to sales data. Using Zoho Sheet, one can import the sales data from pipelinedeals into an existing spreadsheet or create a new spreadsheet. For example, if one wants to check if there is any product that needs to be replenished or spd more quantity of that product. They can use Zoho Sheet to import the sales data from pipelinedeals so that they can easily identify the products that need to be replenished or spd more quantity of that product.

  • Easy access to sales metrics. Using Zoho Sheet’s advanced filters like sum, average, max, min, countif, countblank etc., one can easily check how many products have been spd or respd in each category and what percentage of overall sales belongs to each category of product. In addition to this, they can also check how many products have been respd at what price along with other metrics such as profit earned per product and total profit earned per category. For example, if one wants to identify the category of product that has brought maximum profit or minimum loss in terms of profit earned per product and total profit earned per category. They can use Zoho Sheets advanced filters like Sum and Average functions to calculate total profit earned per category and profit earned per product using Formulas like SUM(profit. and AVERAGE(profit.

  • Easy access to delivery status. Using Zoho Sheet’s Filter by Date function, one can filter the data based on dates to identify the number of items delivered on a particular date and identify whether all the items have been delivered on that date or not. For example, if one wants to identify how many items were delivered on a particular day or date then they can use Zoho Sheet’s Filter by Date function along with pipe delimited exports from pipelinedeals so that they can easily identify how many items were delivered on a particular day or date. In addition to this, they can also filter for delivery status (Delivered/Rejected. so that they can identify which items have been delivered and which items have been rejected on a particular date or day.

  • Easy access to order details. Using Zoho Sheet’s Filter by Date function, one can filter the data based on dates to identify order details such as Order ID, Order Date, Order Amount, Seller Name etc for all orders placed within that period of time. In addition to this one can also filter for order status (Order Delivered/Order Pending. so that they can know which orders have been delivered and which orders are pending at any time. For example, If one wants to identify which files have been disappeared from their account after uploading it in pipelinedeals then they can use Zoho Sheet’s Filter by Date function along with pipe delimited exports from pipelinedeals so that they can easily identify which files have been uploaded on a particular day or date along with its order ID. In addition to this, they can also filter for order status (Order Delivered/Order Pending. so that they can identify which files have been delivered and which files are pending at any time. They can also import all order details into an existing spreadsheet or create a new spreadsheet so that they can view detailed order information including order ID number, seller name, order date etc., along with order status (Order Delivered/Order Pending. This helps them in identifying which file has been delivered and which file is pending at any time. They can also import all order details into an existing spreadsheet or create a new spreadsheet so that they can view detailed order information including order ID number, seller name, order date etc., along with order status (Order Delivered/Order Pending. This helps them in identifying which file has been delivered and which file is pending at any time.

  • Easy access to view analytics. Using Zoho Sheet’s Chart Wizard feature one can easily chart out any metric according to their choice of parameter range (e.g., Order Date. For example, if one wants to find out how much profit they have earned per product then they simply need to select Profit as metric and Order Date as parameter range so that they can quickly find out where their highest profit is coming from and how much profit is made by each product on different dates of Sales Data imported from pipelinedeals. In addition to this one can also chart out other metrics such as Order Status (Delivered/Rejected. etc., based on parameter range selected (e.g., Order Date. using Formulas like IF(Order Status = ‘Delivered’ , 1 , 0. in chart wizard so that they could easily identify how many orders have been delivered or rejected on a particular date or day.

  • Easy access to create custom metric. Using metric builder feature one can create custom metrics as per their choice of parameter range (e.g., Order Date. For example, if one wants to find out how many products are available for sale then they simply need to select ‘Available Units’ as metric and Order Date as parameter range so that they can quickly find out how many units are available for sale on different dates of Sales Data imported from pipelinedeals. In addition to this, one can also set metric as ‘Counting Cells With Values’ using Formula like COUNT(*. in metric builder so that they could easily count how many records are available for sale in an existing spreadsheet or create a new spreadsheet using Pipe Delimited Export from pipelinedeals so that they could easily count how many products are available for sale at any time along with their prices per unit.

  • Easy access to view Top Global Vendors. Using Zoho Sheet’s Analytics feature one can easily identify top global vendors based on number of orders placed by customers around the world using Formulas like ‘Max(Orders)’ in Analytics so that they could easily find out who is getting maximum orders from customers around the world at any time along with their country wise distribution of orders placed by customers around the world using Formulas like ‘Avg(Distinct Countries)’ in analytics so that they could easily find out who are getting maximum orders from customers around the world at any time and what country these customers belong from at any time along with their country wise distribution of orders placed by customers around the world using Formulas like ‘Avg(Distinct Countries)’ in analytics so that they could easily find out who are getting maximum orders from customers around the world at any time and what country these customers belong from at any time .In addition to

  • The process to integrate pipelinedeals and Zoho Sheet 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.