B1G1 + Zoho CRM

Add new Zoho CRM contacts to B1G1 as giving stories in cart

Effortlessly expand your impact by connecting Zoho CRM and B1G1 through this seamless workflow. When a new contact is created in Zoho CRM, a Giving Story is instantly added to your B1G1 Cart, empowering you to support meaningful causes and build strong relationships with your contacts. Simplify your social responsibility efforts and make a positive difference by integrating these two powerful platforms.

Effortlessly expand your impact by connecting Zoho CRM and B1G1 through this seamless workflow. When a new contact is created in Zoho CRM, a Giving Story is instantly added to your B1G1 Cart, empowering you to support meaningful causes and build strong relationships with your contacts. Simplify your social responsibility efforts and make a positive difference by integrating these two powerful platforms.

  1. When this happens...
    Zoho CRMZoho CRM
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    B1G1B1G1
    Add Recurring Impact to Cart

    Adds Recurring Impacts to your Cart.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform
Learn more

Related categories

  • Fundraising
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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