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Bigin by Zoho CRM + Sunwise

Bigin by Zoho CRM + Sunwise

Bigin by Zoho CRM + Sunwise integrations

Create new contacts in Bigin by Zoho CRM for each new contact in Sunwise

Initiate a smooth workflow between Sunwise and Bigin by Zoho CRM with this automation. When a new contact is added in the Sunwise app, it seamlessly creates a corresponding contact in Bigin by Zoho CRM. This strategy enhances your efficiency, keeps your customer information up-to-date across platforms and leaves zero room for manual errors.

When this happens...
New ContactTriggers when a contact is create in a Sunwise account.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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

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

New Contact
Triggers when a contact is create in a Sunwise account.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is update.
Trigger
Instant
Try It
- Contact ID
  Required
- Project Name
  Required
- Zip Code
- Service Number
Action
Write
- Project ID
  Required
Action
Write
- Sunwise ID
  Required
- Name
  Required
- Last Name
- Email
- Phone
- Company
- Agent
- Contact status
- Contact origin
- Status
Action
Write

- Search term
  Required
Action
Search
- Search term
  Required
Action
Search

- Search Term
  Required
Action
Search
- 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

Created Project
Triggers when a proposal is created in a project.
Trigger
Instant
Try It
- Name
  Required
- Last Name
- Email
- Telephone
- Agent
- Company
- Contact status
- Contact origin
- Status
- Integration source
Action
Write
- Proposal ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Search term
  Required
Action
Search
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
Search
- 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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Sunwise

Sunwise is a provider of design and market rates for solar energy panel installations.

Related categories

Related Zap Templates

Create new Sunwise contacts from new contacts in Bigin by Zoho CRM

Related Zap Templates

Create new Sunwise contacts from new contacts in Bigin by Zoho CRM