Bigin by Zoho CRM + Jobber
Create pipeline records in Bigin by Zoho CRM for every new quote generated in Jobber
"When a new quote is created in Jobber, this workflow ensures a corresponding Pipeline Record is instantly set up in Bigin by Zoho CRM. This efficient automation rapidly organizes your sales data, eliminating the need for manual data entry and ensuring you can act quickly on new business opportunities."
"When a new quote is created in Jobber, this workflow ensures a corresponding Pipeline Record is instantly set up in Bigin by Zoho CRM. This efficient automation rapidly organizes your sales data, eliminating the need for manual data entry and ensuring you can act quickly on new business opportunities."
- When this happens...New Quote Created
Triggers when a quote is created.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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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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About Jobber
Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.