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Bigin by Zoho CRM + Zoho Inventory

Create or update contacts in Bigin by Zoho CRM when new contacts appear in Zoho Inventory

Streamline your sales processes with this efficient workflow. When a new contact is added to your Zoho Inventory, that individual's details are instantly transferred to Bigin by Zoho CRM. This eliminates the need for manual data entry and helps to ensure all client information is up-to-date across both platforms, saving you valuable time and increasing productivity.

Streamline your sales processes with this efficient workflow. When a new contact is added to your Zoho Inventory, that individual's details are instantly transferred to Bigin by Zoho CRM. This eliminates the need for manual data entry and helps to ensure all client information is up-to-date across both platforms, saving you valuable time and increasing productivity.

  1. When this happens...
    Zoho InventoryZoho Inventory
    New Contact

    Triggers when a contact is added.

    TriggerInstant
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create or Update Contact

    Creates a new contact or updates the details of the contact, if contact with the provided email address exists.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • Contact NameRequired

    • Company Name

    • Contact Type

    • Salutation

    • First Name

    • Last Name

    • Mobile

    • Phone

    • Email

    • Website

    • Billing Attention

    • Billing Address Street 1

    • Billing Address Street 2

    • Billing City

    • Billing State

    • Billing Zip

    • Billing Country

    • Billing Fax

    • Billing Phone

    • Shipping Attention

    • Shipping Address Street 1

    • Shipping Address Street 2

    • Shipping City

    • Shipping State

    • Shipping Zip

    • Shipping Country

    • Shipping Fax

    • Shipping Phone

    • Notes

    Action
    Write

    • OrganizationRequired

    • Item NameRequired

    • SkuRequired

    • UnitRequired

    • Item Type

    • Product Type

    • RateRequired

    • Purchase RateRequired

    Action
    Write

    • Organization

    Trigger
    Instant
    Try It

    • Organization

    Trigger
    Instant
    Try It

    • Organization

    • Customer NameRequired

    • Contact EmailRequired

    • Invoice Number

    • Order Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Tax Type

    • Discount Type

    • Item NameRequired

    • QuantityRequired

    • RateRequired

    • Description

    • Tax Rate

    • Discount

    • Entity Discount

    • Shipping Charge

    • Customer Notes

    • Terms and Conditions

    Action
    Write

    • Organization

    • Customer NameRequired

    • Contact EmailRequired

    • Sales order Number

    • Reference Number

    • Sales order Date

    • Delivery Method

    • Expected Shipment Date

    • Payment terms

    • Tax Type

    • Discount Type

    • Item NameRequired

    • QuantityRequired

    • RateRequired

    • Description

    • Tax Rate

    • Discount

    • warehouse

    • Entity Discount

    • Shipping Charges

    • Order StatusRequired

    • Customer Notes

    • Terms and Conditions

    Action
    Write
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-inventory logo
zoho-inventory logo

About Zoho Inventory

Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.

Related categories

Related Zap Templates

  • Create new deals in Bigin by Zoho CRM for every new invoice in Zoho Inventory
  • Create new items in Zoho Inventory for every new company in Bigin by Zoho CRM

Related Zap Templates

 

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