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Bigin by Zoho CRM + Wati

Bigin by Zoho CRM + Wati

Bigin by Zoho CRM + Wati integrations

Send template messages in Wati for new pipeline records in Bigin by Zoho CRM

Initiate timely communication with your leads using this workflow. When a new pipeline record is added in Bigin by Zoho CRM, a template message is sent out immediately via Wati. This streamlined process ensures your potential customers receive your important messages promptly, enhancing your CRM strategy.

When this happens...
New Pipeline RecordTriggers when a new pipeline record is created.
TriggerInstant
automatically do this!
Send Template MessageSend an approved template WhatsApp message
ActionWrite

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

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

- 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
New Incoming Message
When there is any incoming message on your number
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Message Text
  Required
Action
Write
- WhatsApp Number
  Required
- Custom Params
  Required
Action
Write

- 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
New Contact Created
When a new contact is created from an incoming whatsapp message
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Contact Name
  Required
- Custom Params
Action
Write
- WhatsApp Number
  Required
- Template Name
  Required
- Broadcast Name
  Required
- Custom Params
- Phone number
Action
Write

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

Related categories

Related Zap Templates

Related Zap Templates

Create new contacts in Bigin by Zoho CRM for every new incoming message in Wati

Send template messages in Wati for new contacts in Bigin by Zoho CRM