Bigin by Zoho CRM + Fellow
Create new pipeline records in Bigin by Zoho CRM when notes are sent to zapier from Fellow
Enhance your client relationship management using this quick and seamless connection between Fellow and Bigin by Zoho CRM. When you compose a note in Fellow, a record in Bigin by Zoho CRM is instantly created, ensuring that every key detail from your client interactions is documented in your CRM system. This workflow allows for improved efficiency and organization within your team and optimizes the customer relationship management process.
Enhance your client relationship management using this quick and seamless connection between Fellow and Bigin by Zoho CRM. When you compose a note in Fellow, a record in Bigin by Zoho CRM is instantly created, ensuring that every key detail from your client interactions is documented in your CRM system. This workflow allows for improved efficiency and organization within your team and optimizes the customer relationship management process.
- When this happens...Note Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
- Free forever for core features
- 14 day trial for premium features & apps
Action Item Completed
Triggers when an action item is completed.
Try ItAction Item Assigned to Me
Triggers when an action item is assigned to you.
Try ItNote Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Try ItStream IDRequired
Talking Point TextRequired
Talking Point Status
