Bigin by Zoho CRM + Moneypenny
Create or update Bigin by Zoho CRM deals when new messages are received in Moneypenny
Efficiently manage your sales pipeline with this automatic workflow. When you receive a message in the Moneypenny app, it will automatically create or update a deal in your Bigin by Zoho CRM. This ensures your CRM stays up to date with ease, and you can focus on closing more deals rather than manual data entry.
Efficiently manage your sales pipeline with this automatic workflow. When you receive a message in the Moneypenny app, it will automatically create or update a deal in your Bigin by Zoho CRM. This ensures your CRM stays up to date with ease, and you can focus on closing more deals rather than manual data entry.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
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