Popular Bigin by Zoho CRM + Waitwhile Workflows
Create Bigin by Zoho CRM task for new Waitwhile visit
With the help of this integration, when an visit is created, a task will be automatically created in Bigin by Zoho CRM and will include the details of the visit (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
Create Bigin by Zoho CRM deal for new Waitwhile visit
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an visit is created in Waitwhile, it will trigger a corresponding deal creation in Bigin by Zoho CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Update Bigin by Zoho CRM contact from new Waitwhile visit
When Visit is created or updated in Waitwhile > Check any condition > Create contact in Bigin by Zoho CRM
When Visit is created or updated in Waitwhile > Check any condition > Create deal in Bigin by Zoho CRM
When Deal is created in Bigin by Zoho CRM > Create or Update Visit in Waitwhile
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Bigin helps you to manage all aspects of your sales pipeline. From creating new opportunities and converting them into deals, to managing the progress with activities like sending emails, making calls, etc., you can do it all in one place.
See Bigin by Zoho CRM IntegrationsWaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
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