Bigin by Zoho CRM + Zoho Projects
Create Zoho Projects for new deals in Bigin by Zoho CRM
Boost your project management efficiency with this workflow. When a potential customer agreement or "deal" is identified in Bigin by Zoho CRM, a corresponding project gets created in Zoho Projects instantly. This workflow streamlines the process, helping you seamlessly move from sales to project execution and never miss a beat.
Boost your project management efficiency with this workflow. When a potential customer agreement or "deal" is identified in Bigin by Zoho CRM, a corresponding project gets created in Zoho Projects instantly. This workflow streamlines the process, helping you seamlessly move from sales to project execution and never miss a beat.
- When this happens...New Pipeline Record
Triggers when a new pipeline record is created.
- automatically do this!Create Project
Creates a new Project.
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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.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Zoho Projects
Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.
