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.
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 Contact
Triggers when a contact is create in a Sunwise account.
- automatically do this!Create Contact
Creates a new contact.
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New Contact
Triggers when a contact is create in a Sunwise account.
Try ItUpdated Contact
Triggers when a contact is update.
Try ItContact IDRequired
Project NameRequired
Zip Code
Service Number
Project IDRequired
Created Project
Triggers when a proposal is created in a project.
Try ItNameRequired
Last Name
Email
Telephone
Agent
Company
Contact status
Contact origin
Status
Integration source
Proposal IDRequired
Project IDRequired