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Bigin by Zoho CRM + DoubleTick

Bigin by Zoho CRM + DoubleTick

Bigin by Zoho CRM + DoubleTick integrations

Create or update Bigin by Zoho CRM contacts when new messages are received in DoubleTick

When you receive new messages in the DoubleTick app, this workflow ensures that your Bigin by Zoho CRM is immediately updated or a new contact is created. It saves time by managing your contacts for you, facilitating your communication efforts and ensuring you have all essential information in one place. This workflow is designed to enhance efficiency and accuracy in your customer relationship management.

When this happens...
Message ReceivedTriggers when a new message is received.
TriggerInstant
automatically do this!
Create or Update ContactCreates a new contact or updates the details of the contact, if contact with the provided email address exists.
ActionWrite

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More things you can do with DoubleTick and Bigin by Zoho CRM

Discover other triggers and actions you can use with DoubleTick and Bigin by Zoho CRM

Message Received
Triggers when a new message is received.
Trigger
Instant
Try It
- To
  Required
- Media Type
  Required
- Media Url
  Required
- Caption
Action
Write
- To
  Required
- Select Template
  Required
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- Organization
  Required
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Contact ID
  Required
Action
Write
- Organization
  Required
- Event ID
  Required
Action
Write
- Organization
  Required
- Task ID
  Required
Action
Write
- Organization
  Required
- Select Query
Action
Search
- Organization
  Required
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- Organization
  Required
- Event Title
- Start DateTime
Action
Search
- Organization
  Required
- Task Name
Action
Search

Message Status Update
Triggers when a message status is updated.
Trigger
Instant
Try It
- To
  Required
- Text
  Required
- Preview Url
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Deal ID
  Required
Action
Write
- Organization
  Required
- Product ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Full Name
Action
Search
- Organization
  Required
- Deal Name
Action
Search
- Organization
  Required
- Product Name
- Product Code
Action
Search
- Organization
  Required
- User Email
Action
Search

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.

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Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About DoubleTick

DoubleTick let's you use WhatsApp Business API on mobile.

Related categories

Related Zap Templates

Create new contacts in Bigin by Zoho CRM when new messages are received in DoubleTick

Related Zap Templates

Create new contacts in Bigin by Zoho CRM when new messages are received in DoubleTick