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Popular Bigin workflows

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Create a Bigin event for new appointments in Zoho Bookings

Automatically create an event in your CRM when you get new bookings. This flow creates a new event in Bigin for new appointments in Zoho Bookings.

How it works

1. An appointment is made via Zoho Bookings.

2. Zoho Flow creates a event in Bigin for the appointment.

Use this flow

Create a Bigin event for new appointments in Zoho Bookings

Zoho Bookings + Bigin

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Create a new product in Bigin when a new product is added in Salesforce.

Manually maintaining your product catalogue is not only tedious but also prone to human error. This flow will automate the process of creating a new product in Bigin when a new product is added in Salesforce.

How it works

1. A new product is added in Saleforce.

2. Zoho Flow creates a new product in Bigin.

Use this flow

Create a new product in Bigin when a new product is added in Salesforce.

Salesforce + Bigin

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Send a message in Zoho Cliq when calls details are updated in Bigin

Automatically post a notification message in your work chat every time call details are updated in your CRM. This flow posts a message in Zoho Cliq whenever call details are updated in Bigin.

How it works

1. Details for a call are updated in Bigin.

2. Zoho Flow sends a notification in Zoho Cliq when call details are updated.

Use this flow

Send a message in Zoho Cliq when calls details are updated in Bigin

Bigin + Zoho Cliq

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Get email notifications for new deals in Bigin

Get an email notification for every new deal recorded in your CRM. This flow delivers an email notification for every new deal in Bigin.

How it works

1. A new deal is created in Bigin.

2. Zoho Flow sends an email notification regarding the new deal.

Use this flow

Get email notifications for new deals in Bigin

Bigin + Send Email

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Store completed tasks in Bigin in a Google Sheets spreadsheet

Have a list of completed tasks automatically added to a spreadsheet. This flow adds completed tasks in your CRM to a Google Sheets spreadsheet.

How it works

1. A task marked as complete in Bigin.

2. Zoho Flow adds the completed task to a Google Sheets spreadsheet.

Use this flow

Store completed tasks in Bigin in a Google Sheets spreadsheet

Bigin + Google Sheets

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Add new events from Bigin to a Google Sheets spreadsheet

Add information about new events scheduled in your CRM to your spreadsheet. This flow adds new events scheduled in your CRM to a Google Sheets spreadsheet.

How it works

1. A new event is created in Bigin.

2. Zoho Flow adds the event to a Google Sheets spreadsheet.

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Add new events from Bigin to a Google Sheets spreadsheet

Bigin + Google Sheets

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Update opportunity details in Salesforce when the details of a deal are updated in Bigin.

Automating the process of maintaining an updated deal or opportunity status helps you stay on top of your sales activity. This flow will update order details in Salesforce when the details of a deal are updated in Bigin.

How it works

1. The details of a deal are updated in Bigin.

2. Zoho Flow updates the details of the opportunity in Salesforce.

Use this flow

Update opportunity details in Salesforce when the details of a deal are updated in Bigin.

Bigin + Salesforce

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Create Contact in Vend when a new contact is created in BigIn

When there’s a new contact created in your sales pipeline management application, you can use this flow to automatically add that contact in your POS application as well. This flow adds new BigIn contacts in Vend.

How it works

1. A new contact is created in BigIn.

2. Zoho Flow adds the new contact to Vend.

Use this flow

Create Contact in Vend when a new contact is created in BigIn

Bigin + Vend

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Build your own Bigin integrations

Connect Bigin with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Bigin workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event updated

Triggers when any detail of an existing event is updated

Call updated

Triggers when any detail of an existing call is updated

Pipeline record created

Triggers when a new pipeline record is created

Note added

Triggers when a new note is added

Task created

Triggers when a new task is created

Contact updated

Triggers when any detail of an existing contact is updated

Product created

Triggers when a new product is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Company updated

Triggers when any detail of an existing company is updated

Event created

Triggers when a new event is created

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Task updated

Triggers when any detail of an existing task is updated

Call created

Triggers when a new call is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Product updated

Triggers when any detail of an existing product is updated

User added

Triggers when a new user is added

Contact created

Triggers when a new contact is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Remove tag from record

Removes an existing tag from the specified record

Add note

Adds a note to the selected module

Send email

Sends an email to the specified contact

Create event

Creates a new event

Create or update company

Creates a new company or updates the details of the company if it already exists

Create or update contact

Creates a new contact or updates the details of an existing contact

Create or update product

Creates a new product or updates the details of an existing product

Create task

Creates a new task

Create user

Creates a new user

Create tag

Creates a new tag in the selected module

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create call

Creates a new call

Add tag to record

Adds a tag to the specified record

Add product to pipeline record

Adds a product to the selected pipeline record

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update pipeline record

Updates the details of an existing pipeline record

Update event

Updates the details of an existing event

Update user

Updates the existing user

Update product

Updates the details of an existing product

Update call

Updates the details of an existing call

Update task

Updates the details of an existing task

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Fetch company

Fetches the details of an existing company by name or ID

Fetch user

Fetches the details of an existing user by email address or ID

Fetch task

Fetches the details of an existing task by name or ID

What is Bigin?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

Categories : Zoho Popular CRM

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