Bigin by Zoho CRM + QuoteCloud

Bigin by Zoho CRM + QuoteCloud integrations

Update and manage pipeline records in Bigin by Zoho CRM whenever document status changes in QuoteCloud

Maintain a fluid sales process with this workflow. When a document status is updated in QuoteCloud, it instantly creates or updates a pipeline record in Bigin by Zoho CRM. This efficient automation ensures that your CRM always reflects the latest developments with your documents, keeping your sales pipeline accurate and up to date.

When this happens...
Document Status ChangedThis triggers when a document with specified status has changed within your account
TriggerInstant
automatically do this!
Create or Update Pipeline RecordCreates a new pipeline record or updates the details of an existing pipeline record.
ActionWrite

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More things you can do with QuoteCloud and Bigin by Zoho CRM

Discover other triggers and actions you can use with QuoteCloud and Bigin by Zoho CRM

- Document Status
  Required
Trigger
Instant
Try It
- QuoteCloud User Account (Email)
  Required
- Choose a Template
  Required
- Document Title
  Required
- Document Subtitle
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- 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
- Add Contact To Address Book
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row Type
  Required
- Price
- Quantity
- Term Based Product
  Required
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Block Type
- Block Link Id
- Value
- 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
- Auto Send Document
  Required
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Document Id
  Required
- New Status
  Required
- Outcome Reason
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
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
- Contact ID
  Required
Action
Write
- Organization
  Required
- Event ID
  Required
Action
Write
- Organization
  Required
- Task ID
  Required
Action
Write
- Organization
  Required
- Select Query
Action
Search
- 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

- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- 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 Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 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
- 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
- Deal ID
  Required
Action
Write
- Organization
  Required
- Product ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

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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Related categories

CRM (Customer Relationship Management)

Zoho

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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 !

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create QuoteCloud documents for new pipeline records in Bigin by Zoho CRM

Related Zap Templates

Create QuoteCloud documents for new pipeline records in Bigin by Zoho CRM