1.Detect updated pipeline record
Integrate Bigin by Zoho CRM and CRM workflows to detect updated pipeline records for moving leads into nurture.
Add updated pipeline contacts to targeted nurture audiences
Automatically monitor updated pipeline records across Bigin by Zoho CRM, Formatter by Zapier, Slack, ActiveCampaign, and Airtable. Get alert messages, add audience enrollments, and create Biz Dev handoff records when pipeline updates, stage changes, or deal details change—so you can reduce list maintenance, follow-up delays, and handoff tracking.
How this automation accelerates your lead nurturing
When updated pipeline records change hands, nurture audiences can miss the right timing and sales can lose context. This automation formats key timestamps, posts stage alerts and enrolls contacts, then creates or updates Biz Dev records—so your team can respond faster.
Bigin by Zoho CRMor swap with your favorite app
2.Formats created timestamp
Integrate Formatter by Zapier and reporting tools to format created time into a human friendly timestamp.
Formatter by Zapieror swap with your favorite app
3.Posts stage alert message
Integrate Slack and team messaging tools to post a stage alert with contact details and the CRM permalink.
Slackor swap with your favorite app
4.Adds contact to nurture list
Integrate ActiveCampaign and marketing automation tools to add the contact to the right list or automation with a tag.
ActiveCampaignor swap with your favorite app
5.Creates or updates Biz Dev record
Integrate Airtable and handoff reporting to create or update a Biz Dev base record for tracking.
Airtableor swap with your favorite app
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Explore all lead nurturing automations
Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
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