Bigin by Zoho CRM + QuoteCloud
Update and manage pipeline records in Bigin by Zoho CRM whenever document status changes in QuoteCloud
Maintain a fluid sales process with this workflow. When a document status is updated in QuoteCloud, it instantly creates or updates a pipeline record in Bigin by Zoho CRM. This efficient automation ensures that your CRM always reflects the latest developments with your documents, keeping your sales pipeline accurate and up to date.
Maintain a fluid sales process with this workflow. When a document status is updated in QuoteCloud, it instantly creates or updates a pipeline record in Bigin by Zoho CRM. This efficient automation ensures that your CRM always reflects the latest developments with your documents, keeping your sales pipeline accurate and up to date.
- When this happens...Document Status Changed
This triggers when a document with specified status has changed within your account
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
- Free forever for core features
- 14 day trial for premium features & apps
Document StatusRequired
Try ItQuoteCloud User Account (Email)Required
Choose a TemplateRequired
Document TitleRequired
Document Subtitle
Email AddressRequired
First NameRequired
Last Name
Phone Number
Address
Company Name
Company Account Reference
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Add Contact To Address Book
Table API Link Id
Line Item Label
Line Item Notes
Row TypeRequired
Price
Quantity
Term Based ProductRequired
Term
Tax Type
Tax
Discount Type
Discount
Cost
Block Type
Block Link Id
Value
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Auto Send DocumentRequired
Send to Email Addresses
Send CC Email Addresses
Send Email Subject
Send Email Body
Send Email Attach PDF
QuoteCloud Document IdRequired
New StatusRequired
Outcome Reason
OrganizationRequired
Try It
Email AddressRequired
First NameRequired
Last Name
Phone Number
Address
Company Name
Company Account Reference
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
QuoteCloud Product Id
Product Short Name (Unique)Required
Folder NameRequired
Sub Folder
Sub Folder 2
Pricing Table Line Item NameRequired
Product SKU
Description
PriceRequired
Published ProductRequired
Recipients Can Edit QuantityRequired
Recipient Can Edit TermRequired
Term Based PricingRequired
Product Pricing Term
Product Default Quantity
Lock Pricing LabelRequired
Lock Pricing ValueRequired
Lock Term ValueRequired
Lock Pricing NotesRequired
Product Image 1
Product Image 2
Product Image 3
Product Image 4
Product Image 5
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
OrganizationRequired
Try ItOrganizationRequired
Try It
