Bigin by Zoho CRM and Salesflare
How to connect Bigin by Zoho CRM
- Via Zapier — 35 operations available. Set it up ↗
- Via Make — 45 modules available. Set it up ↗
What you can automate
- When new Company in Bigin by Zoho CRM, find or create account in Salesflare.
- When new Contact in Bigin by Zoho CRM, find or create contact in Salesflare.
- When new Pipeline Record in Bigin by Zoho CRM, create opportunity in Salesflare.
- When new Task in Bigin by Zoho CRM, create task in Salesflare.
- When updated Company in Bigin by Zoho CRM, find or create account in Salesflare.
- When updated Contact in Bigin by Zoho CRM, find or create contact in Salesflare.
About Bigin by Zoho CRM
Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
Bigin by Zoho CRM operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Call — Triggers when a new call is added.
- New Company — Triggers when a new company is created.
- New Contact — Triggers when a new contact is created.
- New Event — Triggers when a new event is added.
- New Pipeline Record — Triggers when a new pipeline record is created.
Show 5 more triggers
- New Product — Triggers when a new product is created.
- New Task — Triggers when a new task is added.
- Updated Company — Triggers when an existing company is updated.
- Updated Contact — Triggers when an existing contact is updated.
- Updated Pipeline Record — Triggers when a pipeline record is updated.
Actions (17)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Call — Creates a new call.
- Create Company — Creates a new company
- Create Contact — Creates a new contact.
- Create Event — Creates a new event.
Show 12 more actions
- Create Pipeline Record — Creates a new pipeline record
- Create Product — Creates a new product.
- Create Task — Creates a new task.
- Create or Update Company — Creates a new company or updates the details of the existing company.
- Create or Update Contact — Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
- Create or Update Pipeline Record — Creates a new pipeline record or updates the details of an existing pipeline record.
- Update Company — Updates an existing company
- Update Contact — Updates an existing contact.
- Update Event — Updates an existing event
- Update Pipeline Record — Updates the details of an existing pipeline record
- Update Product — Updates an existing product.
- Update Task — Updates a new task.
Searches (8)
Look up existing records
- Get Records Using COQL Query — Retrieve records from a selected module using a COQL query.
- Search Company — Searches an existing company.
- Search Contact — Searches an existing contact.
- Search Event — Searches an existing event.
- Search Pipeline Record — Searches an existing pipeline record.
Show 3 more searches
- Search Product — Searches an existing product.
- Search Task — Searches an existing task.
- Search User — Searches an existing user.
Bigin by Zoho CRM operations on Make
Triggers (7)
Start a workflow when this happens
- Watch Calls — Triggers when a new call has been created.
- Watch Company — Triggers when a new company has been created.
- Watch Contacts — Triggers when a new contact has been created.
- Watch Events — Triggers when a new event has been created.
- Watch Pipelines — Triggers when a new pipeline has been created.
Show 2 more triggers
- Watch Tasks — Triggers when a new task has been created.
- Watch Users — Triggers when a new user has been created.
Actions (30)
Things Salesflare can make it do
- Create a Call — Creates a new call.
- Create a Company — Creates a new company.
- Create a Contact — Creates a new contact.
- Create a Pipeline — Creates a new pipeline.
- Create a Task — Creates a new task.
Show 25 more actions
- Create a User — Creates a new user.
- Create an Event — Creates a new event.
- Delete a Call — Deletes an existing call.
- Delete a Company — Deletes an existing company.
- Delete a Contact — Deletes an existing contact.
- Delete a Pipeline — Deletes an existing pipeline.
- Delete a Task — Deletes an existing task.
- Delete a User — Deletes an existing user.
- Delete an Event — Deletes an existing event.
- Get a Call — Retrives an existing call.
- Get a Company — Retrieves an existing company.
- Get a Contact — Retrives an existing contact.
- Get a Pipeline — Retrives an existing pipeline.
- Get a Task — Retrives an existing task.
- Get a User — Retrives an existing user.
- Get an Event — Retrives an existing event.
- Make an API Call — Performs an arbitrary authorized API call.
- Remove Tags from Records — Removes tags from existiong records.
- Update a Call — Updates an existing call.
- Update a Company — Updates an existing company.
- Update a Contact — Updates an existing contact.
- Update a Pipeline — Updates an existing pipeline.
- Update a Task — Updates an existing task.
- Update a User — Updates an existing user.
- Update an Event — Updates an existing event.
Searches (8)
Look up existing records
- Add Tags to Records — Adds tags to existing records.
- List Users — Lists users.
- Search Calls — Searches for calls.
- Search Companies — Searches for companies.
- Search Contacts — Searches for contacts
Show 3 more searches
- Search Events — Searches for events.
- Search Pipelines — Searches for pipelines.
- Search Tasks — Searches for tasks.
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