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  • Bigin by Zoho CRM logoBigin by Zoho CRM logo
  • Smartsheet logoSmartsheet logo

Bigin by Zoho CRM + Smartsheet

Manage new pipeline records in Bigin by Zoho CRM by adding rows to Smartsheet

Leverage this workflow to streamline your CRM process. When new pipeline records emerge in Bigin by Zoho CRM, this automation immediately updates your Smartsheet with a new row, helping you keep track of your Customer Relationship Management data in real-time. Enjoy organized, updated sheets without shuffling between systems. Simplify pipeline management while focusing more on cultivating customer relationships.

Leverage this workflow to streamline your CRM process. When new pipeline records emerge in Bigin by Zoho CRM, this automation immediately updates your Smartsheet with a new row, helping you keep track of your Customer Relationship Management data in real-time. Enjoy organized, updated sheets without shuffling between systems. Simplify pipeline management while focusing more on cultivating customer relationships.

  1. When this happens...
    Bigin by Zoho CRMBigin by Zoho CRM
    New Pipeline Record

    Triggers when a new pipeline record is created.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Instant
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    • 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
    • Organization

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
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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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smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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