Create new contacts in Bigin by Zoho CRM when clients are created in Insurgo
When a new client is added in the Insurgo app, this workflow ensures their details are instantly captured and a new contact is created in Bigin by Zoho CRM. This automation helps in streamlining client onboarding and ensuring seamless data consistency across both platforms. Save time, reduce chances of data entry errors, and focus on building strong, productive relationship with your newly added clients.
When a new client is added in the Insurgo app, this workflow ensures their details are instantly captured and a new contact is created in Bigin by Zoho CRM. This automation helps in streamlining client onboarding and ensuring seamless data consistency across both platforms. Save time, reduce chances of data entry errors, and focus on building strong, productive relationship with your newly added clients.
- When this happens...Client Created
Triggers when a new client was created in Insurgo
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
Client Created
Triggers when a new client was created in Insurgo
Try ItContract Created
Triggers when a new contract was created in Insurgo
Try ItTrigger only if a certain attribute changes
Try ItTitleRequired
Trigger only if a certain attribute changes
Try ItContract Created by Client
Triggers when a new contract was created in Insurgo by a Client
Try ItSalutation
First nameRequired
Last nameRequired
E-mail
Segment
Marital status
State
Title
Date of birth
Phone
Mobile
Business phone
Fax
Current proficiency
Learned proficiency
Position proficiency
Retirement age
Street
House number
Zip
City
Country
Mailing address enabled?
Mailing address name or company name
Mailing address c/o
Mailing address street
Mailing address house number
Mailing address zip
Mailing address city
Mailing address country
Tag ids
Company nameRequired
E-mail
State
Segment
Number of employees
Total salaries
Sector
Revenue
Tax number
VAT number
Foundation date
Business phone
Mobile
Fax
Street
House number
Zip
City
Country
Mailing address enabled?
Mailing address name or company name
Mailing address c/o
Mailing address street
Mailing address house number
Mailing address zip
Mailing address city
Mailing address country
Tag ids