1.Capture new pipeline record
Integrate Bigin by Zoho CRM and CRM pipeline trackers to map deal contact fields for audience-ready updates.
Add new deal contacts to your marketing list
Automatically monitor new pipeline records across Bigin by Zoho CRM and set up SendPulse audience entries. Add subscriber and wait briefly when new deal created, pipeline record added, or deal contact capturedβso you can grow subscribers, tag sources, and keep lists current without manual list building.
How this automation grows your subscriber list
When new pipeline records appear, contact details can be late or inconsistent for audience updates. This automation captures deal contacts and delays briefly, then adds subscribers to SendPulseβso your team can launch nurture faster.
Bigin by Zoho CRMor swap with your favorite app
2.Wait for CRM propagation
Integrate Delay by Zapier and automation timing tools to pause for 10 minutes before audience writes.
Delay by Zapieror swap with your favorite app
3.Add subscriber to audience
Integrate SendPulse and subscriber management tools to add or match subscribers, including deal source and custom fields.
SendPulseor swap with your favorite app
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Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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