Bigin by Zoho CRM + Proposify
Create new clients in Proposify from new pipeline records in Bigin by Zoho CRM
Simplify your workflow with this automation. When a new pipeline record is added in Bigin by Zoho CRM, this workflow instantly creates a new client in your Proposify app. Enhance your productivity and ensure timely client creation by minimizing manual data entry between your CRM and Proposify.
Simplify your workflow with this automation. When a new pipeline record is added in Bigin by Zoho CRM, this workflow instantly creates a new client in your Proposify app. Enhance your productivity and ensure timely client creation by minimizing manual data entry between your CRM and Proposify.
- When this happens...New Pipeline Record
Triggers when a new pipeline record is created.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.