Bigin by Zoho CRM + Portal.io

Create new contacts in Bigin by Zoho CRM when modifications occur in Portal.io contacts

Streamline your client management processes with this efficient automation. When a contact is updated in Portal.io, it instantly creates a new contact in Bigin by Zoho CRM. This ensures your customer information remains updated across platforms, saving time and minimizing the risk of errors. Ideal for businesses looking to smoothly maintain their contact lists.

Streamline your client management processes with this efficient automation. When a contact is updated in Portal.io, it instantly creates a new contact in Bigin by Zoho CRM. This ensures your customer information remains updated across platforms, saving time and minimizing the risk of errors. Ideal for businesses looking to smoothly maintain their contact lists.

  1. When this happens...
    Portal.ioPortal.io
    Contact Modification

    Triggers when a contact updated.

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

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
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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 more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
portalio logo
portalio logo

About Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
Learn more

Related categories

  • Proposal & Invoice Management