Bigin by Zoho CRM

Bigin by Zoho CRM

Bigin by Zoho CRM is a lightweight CRM designed for small businesses to manage contacts, companies, deals (pipeline records), tasks, calls, and events.

CRM9 triggers16 actions

Triggers

(9)

New Contact Created

Triggers when a new contact is created

Contact Updated

Triggers when a contact is updated

New Company Created

Triggers when a new company record is created

Company Updated

Triggers when a company record is updated

New Call Created

Triggers when a new call log is created

New Task Created

Triggers when a new task is created

New Event Created

Triggers when a new event is created

New Pipeline Record Created

Triggers when a new pipeline record is created

Pipeline Record Updated

Triggers when a pipeline record is updated

Actions

(16)

Create Company

Creates a Company Record

Update Company

Updates an existing Company and prepopulates its fields for editing.

Create Contact

Creates a Contact Record

Update Contact

Select and update an existing Contact record.

Create Task

Creates a new Task

Update Task

updates a Task

Create Call

Creates a Call Log Entry Record

Create Event

Creates a new event in Bigin

Update Event

Updates an existing event in Bigin

Create Pipeline

Creates a new pipeline record in Bigin

Update Pipeline

updates a pipeline record in Bigin

Search Pipeline Record

Searches deals by name via criteria or word

Search Company Record

Searches companies by full name (criteria) or word

Search Contact Record

Searches contacts by criteria, email, phone, or word

Search Product Record

Searches products by name/code via criteria or word

Search User

Locate users by email.

Example automation

Trigger

Event received

from Bigin by Zoho CRM

Action

Create Module Record

in Coherence

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