Bigin by Zoho CRM + Salesmsg

Create pipeline records in Bigin by Zoho CRM for new phone calls received in Salesmsg

Improve your CRM efficiency with this workflow. As soon as you receive a new phone call in Salesmsg, this process instantly logs the call in Bigin by Zoho CRM. This process ensures prompt and accurate call data entry, thereby eliminating manual tasks. With this, you can better track leads, follow up more effectively, and foster stronger customer relationships, all while saving you valuable time.

When this happens...
New Phone Call Received
Triggers when a phone call is received.
TriggerInstant
automatically do this!
Create Pipeline Record
Creates a new pipeline record
ActionWrite

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Supported triggers and actions

New Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
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- Phone Number
Trigger
Instant
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- Phone Number
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- Phone Number or Email AddressRequired
- Tag NamesRequired
Action
Write

- Phone NumberRequired
- First name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Phone numberRequired
Action
Write

- Send FromRequired
- Send To (Phone Number)Required
- Audio LinkRequired
Action
Write
- Search by FieldRequired
- Apply Tag
- Unsubscribe from
Action
Write
- Search by FieldRequired
Action
Search
- Search by FieldRequired
- Phone NumberRequired
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Search or write
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- OrganizationRequired
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Contact IDRequired
Action
Write
- OrganizationRequired
- Event IDRequired
Action
Write
- OrganizationRequired
- Task IDRequired
Action
Write
- OrganizationRequired
- Select Query
Action
Search
- OrganizationRequired
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- OrganizationRequired
- Event Title
- Start DateTime
Action
Search
- OrganizationRequired
- Task Name
Action
Search

- Phone Number
Trigger
Instant
Try It
New Contact
Triggers when you add a new contact.
Trigger
Instant
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- Phone Number
Trigger
Instant
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Contact Updated
Triggers when a contact has been updated.
Trigger
Instant
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- Phone NumberRequired
- Note TextRequired
Action
Write
- Send FromRequired
- Send ToRequired
- MessageRequired
- Media URL (MMS Message)
- Apply Tags
Action
Write
- Phone Number or Email AddressRequired
- Tags NameRequired
Action
Write
- Send FromRequired
- Send To (Phone Number)Required
- SMS Text MessageRequired
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by Field
Action
Search
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Company IDRequired
Action
Write
- OrganizationRequired
- Deal IDRequired
Action
Write
- OrganizationRequired
- Product IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- OrganizationRequired
- Full Name
Action
Search
- OrganizationRequired
- Deal Name
Action
Search
- OrganizationRequired
- Product Name
- Product Code
Action
Search
- OrganizationRequired
- 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.

Learn more

Related categories

Similar apps

Zapier Forms

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

About Salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.

Learn more

Related categories

Phone & SMS

Bigin by Zoho CRM + Salesmsg

Create pipeline records in Bigin by Zoho CRM for new phone calls received in Salesmsg

New Contact Opted-Out

New Text Message Sent

Missed Incoming Phone Call

Tag Added to Contact

Add Tag to Contact

Create or Update Contact

Phone Number Lookup (PhoneCheckr)

Send a Ringless Voicemail

Opt-Out a Contact

Find Contact

Find Contact

New Company

New Pipeline Record

New Product

Updated Company

Updated Pipeline Record

Create or Update Company

Create or Update Pipeline Record

Create Company

Create Pipeline Record

Create Task

Update Contact

Update Event

Update Task

Get Records Using COQL Query

Search Contact

Search Event

Search Task

New Text Message Received

New Contact

New Phone Call Received

Contact Updated

Create Note

Send a Group Text Message (SMS / MMS)

Remove Tag From Contact

Send a Text Message (SMS / MMS)

API Request (Beta)

Find Salesmsg Member

New Call

New Contact

New Event

New Task

Updated Contact

Create Call

Create or Update Contact

Create Event

Create Contact

Create Product

Update Company

Update Pipeline Record

Update Product

API Request (Beta)

Search Company

Search Pipeline Record

Search Product

Search User

About Bigin by Zoho CRM

Related categories

Similar apps

Zapier Forms

About Salesmsg

Related categories