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Bigin by Zoho CRM + Placetel

Create new Bigin by Zoho CRM calls from Placetel outgoing calls

Effortlessly streamline your sales process by connecting Placetel and Bigin by Zoho CRM. With this automation, whenever an outgoing call is made in Placetel, a new call record will be created in Bigin by Zoho CRM, keeping your customer engagement history up-to-date. Stay on top of your sales activities, and never miss a beat when it comes to coordinating with leads and clients.

Effortlessly streamline your sales process by connecting Placetel and Bigin by Zoho CRM. With this automation, whenever an outgoing call is made in Placetel, a new call record will be created in Bigin by Zoho CRM, keeping your customer engagement history up-to-date. Stay on top of your sales activities, and never miss a beat when it comes to coordinating with leads and clients.

  1. When this happens...
    PlacetelPlacetel
    Outgoing Call

    Triggers when a new outbound call is placed.

    TriggerInstant
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create Call

    Creates a new call.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Number

    Trigger
    Instant
    Try It

    • Number

    Trigger
    Instant
    Try It

    • Number

    Trigger
    Instant
    Try It

    • Target numberRequired

    • SipUIDRequired

    Action
    Write

    • TypeRequired

    • Number

    Trigger
    Instant
    Try It
  • Placetel triggers, actions, and search

    Incoming Fax

    When a new fax is incoming

    Trigger
    Scheduled
    Try It

    • FirstnameRequired

    • LastnameRequired

    • Phone

    • Phone (Work)

    • Mobile

    • Mobile (Work)

    Action
    Write

    • FromRequired

    • ToRequired

    • EmailRequired

    • FileRequired

    • Header

    Action
    Write
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bigin logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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About Placetel

The PBX from the cloud. Modern business telephony with more than 150 telephone system functions.
Learn more

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