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Bigin by Zoho CRM + Capsule CRM

Create or update Bigin by Zoho CRM deals for new or updated Capsule CRM opportunities

Effortlessly manage your opportunities and deals across both Capsule CRM and Bigin by Zoho CRM with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, it will create or update a corresponding deal in Bigin by Zoho CRM. This automation ensures your sales pipeline stays organized and up-to-date, letting you focus on closing deals instead of manual data entry.

Effortlessly manage your opportunities and deals across both Capsule CRM and Bigin by Zoho CRM with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, it will create or update a corresponding deal in Bigin by Zoho CRM. This automation ensures your sales pipeline stays organized and up-to-date, letting you focus on closing deals instead of manual data entry.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create or Update Pipeline Record

    Creates a new pipeline record or updates the details of an existing pipeline record.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
bigin logo
bigin logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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