Bigin by Zoho CRM + Zoho Books
Create deals in Bigin by Zoho CRM from new estimates in Zoho Books
Effortlessly manage your customer relationships by connecting Zoho Books and Bigin by Zoho CRM. With this automation, every time a new estimate is created in Zoho Books, a corresponding deal will be added to Bigin by Zoho CRM, streamlining your sales process and ensuring up-to-date information across both applications. Save time and stay organized, so you can focus on closing deals and growing your business.
Effortlessly manage your customer relationships by connecting Zoho Books and Bigin by Zoho CRM. With this automation, every time a new estimate is created in Zoho Books, a corresponding deal will be added to Bigin by Zoho CRM, streamlining your sales process and ensuring up-to-date information across both applications. Save time and stay organized, so you can focus on closing deals and growing your business.
- When this happens...New Estimate
Triggers when a new estimate is created.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
