Bigin by Zoho CRM + ServiceM8

Create deals in Bigin by Zoho CRM when new jobs are queued in ServiceM8

Streamline your sales process by connecting ServiceM8 with Bigin by Zoho CRM using this workflow. Whenever a new job is queued in ServiceM8, a deal will be created in Bigin by Zoho CRM, ensuring your team stays updated on the latest leads and opportunities. Save time on manual data entry and enhance productivity with this seamless integration.

When this happens...
Job Queued
Triggers when a Job is assigned to a Queue.
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?

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
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

- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- 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 ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more Help

Related categories

Scheduling & Booking

Similar apps

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Forms & Surveys

TrackVia

Databases

Device Magic

Forms & Surveys

PRODUCTS

CAPABILITIES

By team

Bigin by Zoho CRM + ServiceM8

Create deals in Bigin by Zoho CRM when new jobs are queued in ServiceM8

Job Completed

Job Category

New Client

New Job

Job Category

Create Job

Customer Name

Job Address

Billing Address

Job Description

Purchase Order Number

Work Completed

Job Contact First Name

Job Contact Last Name

Job Contact Phone

Job Contact Mobile

Job Contact E-Mail Address

Billing Contact First Name

Billing Contact Last Name

Billing Contact Phone

Billing Contact Mobile

Billing Contact E-Mail

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

Job Queued

QueueRequired

Job Category

New Form Response

Completed By

Form TypeRequired

Create Client

NameRequired

Address

Billing Address

Fax Number

Website

First Name