[ Sales and CRM ]
Bigin by Zoho CRM integration for your workflows.
Connect Bigin by Zoho CRM to Collabase once and use 16 actions and 9 triggers in your workflows. No code needed, hosted in Switzerland.
Bigin by Zoho CRM in Collabase
Connect Bigin by Zoho CRM to Collabase once and use 16 actions and 9 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Bigin by Zoho CRM is a lightweight CRM designed for small businesses to manage contacts, companies, deals (pipeline records), tasks, calls, and events.
How to connect it
- Open the integrations in the workspace settings.
- Choose Bigin by Zoho CRM and connect your account.
- Add a trigger or an action to the workflow.
Bigin by Zoho CRM triggers
| Name | Description | Fields |
|---|---|---|
| New Contact CreatedInstant via webhook | Triggers when a new contact is created | 0 |
| Contact UpdatedInstant via webhook | Triggers when a contact is updated | 0 |
| New Company CreatedInstant via webhook | Triggers when a new company record is created | 0 |
| Company UpdatedInstant via webhook | Triggers when a company record is updated | 0 |
| New Call CreatedInstant via webhook | Triggers when a new call log is created | 0 |
| New Task CreatedInstant via webhook | Triggers when a new task is created | 0 |
| New Event CreatedInstant via webhook | Triggers when a new event is created | 0 |
| New Pipeline Record CreatedInstant via webhook | Triggers when a new pipeline record is created | 0 |
| Pipeline Record UpdatedInstant via webhook | Triggers when a pipeline record is updated | 0 |
Bigin by Zoho CRM actions
| Name | Description | Fields |
|---|---|---|
| Create Company | Creates a Company Record |
+ 5
|
| Update Company | Updates an existing Company and prepopulates its fields for editing. |
|
| Create Contact | Creates a Contact Record |
+ 9
|
| Update Contact | Select and update an existing Contact record. |
|
| Create Task | Creates a new Task |
+ 7
|
| Update Task | updates a Task |
+ 4
|
| Create Call | Creates a Call Log Entry Record |
+ 7
|
| Create Event | Creates a new event in Bigin |
+ 9
|
| Update Event | Updates an existing event in Bigin |
+ 4
|
| Create Pipeline | Creates a new pipeline record in Bigin |
+ 7
|
| Update Pipeline | updates a pipeline record in Bigin |
+ 5
|
| Search Pipeline Record | Searches deals by name via criteria or word |
|
| Search Company Record | Searches companies by full name (criteria) or word |
|
| Search Contact Record | Searches contacts by criteria, email, phone, or word |
|
| Search Product Record | Searches products by name/code via criteria or word |
|
| Search User | Locate users by email. |
|
[ Sales and CRM ]
Related integrations
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Questions about Bigin by Zoho CRM
What can I automate with Bigin by Zoho CRM in Collabase?
Bigin by Zoho CRM brings 16 actions and 9 triggers, for example Create Company, Update Company, Create Contact, Update Contact and 12 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Bigin by Zoho CRM to Collabase?
You open the integrations in the workspace settings, choose Bigin by Zoho CRM and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Bigin by Zoho CRM start a workflow?
Yes. Bigin by Zoho CRM provides 9 triggers, for example New Contact Created, Contact Updated, New Company Created and 6 more. The workflow runs as soon as the event happens.
Does the Bigin by Zoho CRM integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.