Connect Bigin by Zoho CRM to QuoteCloud and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Bigin by Zoho CRM with QuoteCloud - no code necessary. See how you can get setup in minutes.

Select a trigger from Bigin by Zoho CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Bigin by Zoho CRM, a trigger could be "New Call."

A trigger is the event that kicks off your automated workflow.

Setup an action from QuoteCloud

An action is what takes place after the automation is triggered. For example, with QuoteCloud, the action could be "Create New Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Bigin by Zoho CRM to QuoteCloud

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Bigin by Zoho CRM and QuoteCloud to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Bigin by Zoho CRM and QuoteCloud to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Action
Write
- Organization
  Required
Action
Write

- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- Organization
  Required
- Event Title
- Start DateTime
Action
Search
- Organization
  Required
- Task Name
Action
Search
- Status
  Required
Trigger
Instant
Try It
- QuoteCloud Product ID
  Required
Action
Write
- QuoteCloud User Account (Email)
  Required
- Choose a Template
- Document Title
  Required
- Document Subtitle
- Cover Page
- User Email
- firstname
  Required
- lastname
- Phone Number
- Address
- Company Name
- Text Content Above Pricing Tables
- Remove Pricing Table
  Required
- Product Description
  Required
- Price
  Required
- One-off
- Quantity
  Required
- Addition
- Line Item Note
- Term
- Tax percentage
- Discount Percentage
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 10
- Image 1
- Image 2
- Image 3
- Image 4
- Image 5
- Image Link 1
- Image Link 2
- Image Link 3
- Image Link 4
- Image Link 5
- Row Type
  Required
- Heading Total
- Levy Percentage
- Text Content Below Pricing Tables
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Original Document ID
- Auto Send Document
  Required
Action
Write
- Product SKU List
- Product QuoteCloud ID
Action
Search

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- Organization
  Required
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Full Name
Action
Search
- Organization
  Required
- Deal Name
Action
Search
- Organization
  Required
- Product Name
- Product Code
Action
Search
- Organization
  Required
- User Email
Action
Search
- User Email
- Customer Reference Number (ID)
- Contact First Name
- Contact Second Name
- Contact Company
- Phone Number
- Address
- Proposal Title
Action
Write
- QuoteCloud Product ID
  Required
- Product Short Name (Unique)
  Required
- Folder Name
- Sub Folder
- Sub Folder 2
- External Product Name
  Required
- Description
- Price
  Required
- Contract Pricing
- Term
- Levy Percentage
- Image URL 1 (MAIN)
- Image Link 1 (MAIN)
- Image URL 2
- Image Link 2
- Image URL 3
- Image Link 3
- Image URL 4
- Image Link 4
- Image URL 5
- Image Link 5
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
Action
Write
- QuoteCloud Document ID
  Required
- Status
  Required
- Outcome Reason
Action
Write
- Template Name
  Required
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 Help

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Zapier Interfaces

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

About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

Help

Related categories

Proposal & Invoice Management

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