Create new Bigin by Zoho CRM contacts from fieldd bookings instantly
Effortlessly manage your customer relationships by connecting your fieldd app to Bigin by Zoho CRM. With this workflow, every time a new booking is created in the fieldd app, a contact will be created in Bigin by Zoho CRM, saving you time and ensuring consistent customer data across both platforms. Streamline your booking management and focus on what matters most - providing exceptional service to your customers.
Effortlessly manage your customer relationships by connecting your fieldd app to Bigin by Zoho CRM. With this workflow, every time a new booking is created in the fieldd app, a contact will be created in Bigin by Zoho CRM, saving you time and ensuring consistent customer data across both platforms. Streamline your booking management and focus on what matters most - providing exceptional service to your customers.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Contact
Creates a new contact.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
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New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
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