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

What does this mean?

New Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- 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

- 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
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- 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
- Full Name
Action
Search
- OrganizationRequired
- Deal Name
Action
Search
- OrganizationRequired
- Product Name
- Product Code
Action
Search
- OrganizationRequired
- User Email
Action
Search

- Phone Number
Trigger
Instant
Try It
New Contact
Triggers when you add a new contact.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- 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
- SMS Text MessageRequired
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- 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

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

Related categories

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

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

Phone Number

Missed Incoming Phone Call

Phone Number

Tag Added to Contact

Create Note

Phone NumberRequired

Note TextRequired

Send a Group Text Message (SMS / MMS)

Send FromRequired

Send ToRequired

MessageRequired

Media URL (MMS Message)

Apply Tags

Remove Tag From Contact

Phone Number or Email AddressRequired

Tags NameRequired

Opt-Out a Contact

Search by FieldRequired

Apply Tag

Unsubscribe from

Find Contact

Search by FieldRequired

Find Contact

Search by FieldRequired

Phone NumberRequired

First Name

Last Name

Email Address

Apply Tag

New Company

OrganizationRequired

New Pipeline Record

OrganizationRequired

New Product

Organization

Updated Company

OrganizationRequired

Updated Pipeline Record

OrganizationRequired

Create or Update Company

OrganizationRequired

Create or Update Pipeline Record

Create Company

OrganizationRequired

Create Pipeline Record

Create Task

OrganizationRequired

Update Contact

OrganizationRequired

Contact IDRequired

Update Event

OrganizationRequired

Event IDRequired

Update Task

OrganizationRequired

Task IDRequired

Search Company

OrganizationRequired

Full Name

Search Pipeline Record

OrganizationRequired

Deal Name

Search Product

OrganizationRequired

Product Name

Product Code

Search User

OrganizationRequired

User Email

New Text Message Received

Phone Number

New Contact

New Phone Call Received