Bigin by Zoho CRM + fieldd
Create new deals in Bigin by Zoho CRM for new bookings in fieldd
Streamline your sales process by connecting your Fieldd app to Bigin by Zoho CRM. Whenever a new booking is made in Fieldd, this workflow will instantly create a deal in Bigin by Zoho CRM. This not only speeds up the process but also reduces manual data entry, saving you time and enhancing productivity. Benefit from this efficient integration and make sure no deal slips through the cracks.
Streamline your sales process by connecting your Fieldd app to Bigin by Zoho CRM. Whenever a new booking is made in Fieldd, this workflow will instantly create a deal in Bigin by Zoho CRM. This not only speeds up the process but also reduces manual data entry, saving you time and enhancing productivity. Benefit from this efficient integration and make sure no deal slips through the cracks.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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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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