Bigin by Zoho CRM + Zoho CRM
Create pipeline records in bigin by Zoho CRM for new contacts in Zoho CRM
This workflow starts when a new contact is added in Zoho CRM. It then promptly generates a new pipeline record in Bigin by Zoho CRM. This allows you to smoothly transition data between platforms and keep your pipelines up-to-date in real time. It's an efficient way of streamlining your sales processes.
This workflow starts when a new contact is added in Zoho CRM. It then promptly generates a new pipeline record in Bigin by Zoho CRM. This allows you to smoothly transition data between platforms and keep your pipelines up-to-date in real time. It's an efficient way of streamlining your sales processes.
- When this happens...New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
