Bigin by Zoho CRM + Jobber

Create new pipeline records in Bigin by Zoho CRM when quotes are sent in Jobber

Transform the way you manage your leads with this workflow that bridges Jobber and Bigin by Zoho CRM. When a quote is sent in Jobber, this workflow systematically creates a new pipeline record in Bigin by Zoho CRM. It's an efficient solution to seamlessly transmit new potential deals into your CRM, helping you manage customer relationships and sales with enhanced precision and minimal manual entry.

When this happens...
Quote Sent
Triggers when a quote is sent
TriggerInstant
automatically do this!
Create Pipeline Record
Creates a new pipeline record
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- OrganizationRequired
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Contact IDRequired
Action
Write
- OrganizationRequired
- Event IDRequired
Action
Write
- OrganizationRequired
- Task IDRequired
Action
Write
- OrganizationRequired
- Select Query
Action
Search
- OrganizationRequired
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- OrganizationRequired
- Event Title
- Start DateTime
Action
Search
- OrganizationRequired
- Task Name
Action
Search

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Company IDRequired
Action
Write
- OrganizationRequired
- Deal IDRequired
Action
Write
- OrganizationRequired
- Product IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- OrganizationRequired
- Full Name
Action
Search
- OrganizationRequired
- Deal Name
Action
Search
- OrganizationRequired
- Product Name
- Product Code
Action
Search
- OrganizationRequired
- 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.

Learn more

Related categories

Similar apps

Zapier Interfaces

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

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

Related Zap Templates

Create new Jobber clients from newly added contacts in Bigin by Zoho CRM

Create new clients in Jobber from new pipeline records in Bigin by Zoho CRM

Bigin by Zoho CRM + Jobber

Create new pipeline records in Bigin by Zoho CRM when quotes are sent in Jobber

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

New Company

New Pipeline Record

New Product

Updated Company

Updated Pipeline Record

Create or Update Company

Create or Update Pipeline Record

Create Company

Create Pipeline Record

Create Task

Update Contact

Update Event

Update Task

Get Records Using COQL Query

Search Contact

Search Event

Search Task

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

New Call

New Contact

New Event

New Task

Updated Contact

Create Call

Create or Update Contact

Create Event

Create Contact

Create Product

Update Company

Update Pipeline Record

Update Product

API Request (Beta)

Search Company

Search Pipeline Record

Search Product

Search User

About Bigin by Zoho CRM

Related categories

Similar apps

Zapier Interfaces

About Jobber

Related categories

Related Zap Templates

Related Zap Templates