Bigin by Zoho CRM + Agiled Integration

Integrate Agiled to Bigin by Zoho CRM in one click, or tell Integrately AI how you want each invoice handled. Track sales opportunities, update deals, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
Arrow Right
2.
  • Bigin by Zoho CRM
    List modules in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Agiled
    Create contact in Agiled
  • Agiled
    Update contact in Agiled
  • Agiled
    Delete contact in Agiled
  • Agiled
    Create task in Agiled
  • Agiled
    Delete task in Agiled
  • Agiled
    Update task in Agiled
  • Agiled
    Create employee in Agiled
  • Agiled
    Delete employee in Agiled
  • Agiled
    Update employee in Agiled
  • Agiled
    Create project in Agiled
  • Agiled
    Update project in Agiled
  • Agiled
    Delete project in Agiled
  • Agiled
    Create Invoice in Agiled
  • Agiled
    Update Invoice in Agiled
  • Agiled
    Delete invoice in Agiled
  • Agiled
    Create ticket in Agiled
  • Agiled
    Update ticket in Agiled
  • Agiled
    Delete ticket in Agiled
  • Agiled
    Create estimate in Agiled
  • Agiled
    Update estimate in Agiled
  • Agiled
    Delete estimate in Agiled
  • Agiled
    Create contract in Agiled
  • Agiled
    Update contract in Agiled
  • Agiled
    Delete contract in Agiled
  • Agiled
    Create expense in Agiled
  • Agiled
    Update expense in Agiled
  • Agiled
    Delete expense in Agiled
  • Agiled
    Create product in Agiled
  • Agiled
    Update product in Agiled
  • Agiled
    Delete product in Agiled

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Agiled + Bigin by Zoho CRM Integration

Capture new invoices, sync contacts between platforms, update deal stages, alert your team, and track pipeline progress, all in just one click.

Most popular automationsmost-popular-automations
Bigin by Zoho CRM + Agiled Integration

Create Agiled task for new Bigin by Zoho CRM task

Bigin by Zoho CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Bigin by Zoho CRM. Agiled is a great tool for this.

All you need to do is - integrate Agiled with Bigin by Zoho CRM to create task in Agiled automatically when certain task occur in Bigin by Zoho CRM. This can save you time by not having to manually create tasks in both systems.
See more
Bigin by Zoho CRM + Agiled Integration

Create Agiled task for new Bigin by Zoho CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Agiled to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Bigin by Zoho CRM? Well now there is!

With our integration between Bigin by Zoho CRM and Agiled, creating task in Agiled is now easier than ever. Whenever a deal is created in Bigin by Zoho CRM, you can automatically create a corresponding task in Agiled to keep your team up-to-date.
See more
Agiled + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Agiled proposal

If your business uses Agiled to create proposal, you'll want to make sure that your Bigin by Zoho CRM account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Bigin by Zoho CRM each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new contact in Bigin by Zoho CRM.
See more
Agiled + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Agiled contact

In Agiled, when you create a contact, it automatically creates a task in Bigin by Zoho CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
Agiled + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Agiled proposal

With this Bigin by Zoho CRM and Agiled integration, it is easier than ever to create proposal. Now, when you create a proposal in Agiled, a corresponding task will be created in Bigin by Zoho CRM.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
See more
  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agiled + Bigin by Zoho CRM flow

Extend your financial and sales pipelines with billing, marketing, communication, and scheduling tools. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Agiled
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
CalendlyCalendly (3)
S
A
B
Create an invoice in Agiled when a Stripe payment succeeds, and create a deal in Bigin by Zoho CRM
Stripe payments instantly generate Agiled invoices and update Bigin by Zoho CRM deals without manual entry.
A
S
B
When an invoice is created in Agiled, create a customer in Stripe and update the contact in Bigin by Zoho CRM
New Agiled invoices automatically register Stripe customers and update Bigin by Zoho CRM contact records.
B
A
S
When a deal is created in Bigin by Zoho CRM, create an invoice in Agiled and create a subscription in Stripe
Won deals in Bigin by Zoho CRM instantly trigger Agiled invoicing and set up recurring Stripe billing.

Supported triggers and actions for Bigin by Zoho CRM and Agiled

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
Try it →
Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
Try it →
Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
Try it →
Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
Try it →
Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
Try it →
Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
Try it →
Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
Try it →
Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
Try it →
Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
Try it →
Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
Try it →
List modules in Bigin by Zoho CRM
Try it →
Search company by field in Bigin by Zoho CRM
Finds information about a company
Try it →
Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
Try it →
Create contact in Bigin by Zoho CRM
Adds a new contact to the database
Try it →
Update contact in Bigin by Zoho CRM
Updates contact information with new details
Try it →
List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
Try it →
Create deal in Bigin by Zoho CRM
Generates a new deal with
Try it →
Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
Try it →
Search deal in Bigin by Zoho CRM
Retrieves and find a deal
Try it →
Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
Try it →
Create company in Bigin by Zoho CRM
Generates a new company profile with given details
Try it →
Search company in Bigin by Zoho CRM
Finds information about a company
Try it →
Update company in Bigin by Zoho CRM
Updates company information
Try it →
Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
Try it →
Create task in Bigin by Zoho CRM
Creates a new task
Try it →
Search task in Bigin by Zoho CRM
Searches for a task
Try it →
Update task in Bigin by Zoho CRM
Updates the task with new information or changes
Try it →
Create call in Bigin by Zoho CRM
Initiates a call to the recipient
Try it →
Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
Try it →
Update event in Bigin by Zoho CRM
Updates event details with the latest information
Try it →
Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
Try it →
Update product in Bigin by Zoho CRM
Updates product information
Try it →
Search product in Bigin by Zoho CRM
Searches for a product
Try it →
Create product in Bigin by Zoho CRM
Generates and launch new products
Try it →
Get contact by ID in Bigin by Zoho CRM
Try it →
Agiled
Agiled Triggers & Actions
Instant
Employee is created in Agiled
Triggers the automation when an engagement action is created or modified
Try it →
Instant
Task is created in Agiled
Triggers the automation when a new task is created
Try it →
Instant
Contact is created in Agiled
Triggers the automation when a new contact is created
Try it →
Instant
Invoice is created in Agiled
Triggers the automation when any invoice is added or modified
Try it →
Instant
Project is created in Agiled
Triggers the automation when a new project is created
Try it →
Instant
Product is created in Agiled
Triggers the automation when a new product is created
Try it →
Instant
Ticket is created in Agiled
Triggers the automation when a new ticket is created
Try it →
Instant
Contract is created in Agiled
Triggers the automation when a new contract is created
Try it →
Instant
Estimate is created in Agiled
Triggers the automation when a new estimate is created
Try it →
Account is created in Agiled
Triggers the automation when a new account is created
Try it →
CRM source is created in Agiled
Triggers the automation when a CRM source is created
Try it →
CRM status is created in Agiled
Triggers the automation when a CRM status is created
Try it →
Sales agent is created in Agiled
Triggers the automation when a new sales agent is created
Try it →
Create contact in Agiled
Adds a new contact to the database
Try it →
Update contact in Agiled
Updates contact information with new details
Try it →
Delete contact in Agiled
Removes a contact from the address book
Try it →
Create task in Agiled
Creates a new task
Try it →
Delete task in Agiled
Removes a particular task
Try it →
Update task in Agiled
Updates the task with new information or changes
Try it →
Create employee in Agiled
Adds a new contact to the contact list
Try it →
Delete employee in Agiled
Removes an employee's profile from the system
Try it →
Update employee in Agiled
Updates employee information in real-time
Try it →
Create project in Agiled
Creates a new project
Try it →
Update project in Agiled
Updates project information
Try it →
Delete project in Agiled
Removes a project from the system
Try it →
Create Invoice in Agiled
Generates invoices for sales transactions
Try it →
Update Invoice in Agiled
Updates invoice details based on new information
Try it →
Delete invoice in Agiled
Deletes selected invoice records
Try it →
Create ticket in Agiled
Generates a new ticket
Try it →
Update ticket in Agiled
Updates ticket information
Try it →
Delete ticket in Agiled
Removes a ticket from the system
Try it →
Create estimate in Agiled
Adds a new contact to the contact list
Try it →
Update estimate in Agiled
Revise and adjust cost projections in the estimate based on new data inputs
Try it →
Delete estimate in Agiled
Removes an estimate entry from the database
Try it →
Create contract in Agiled
Generates a contract document based on particular criteria
Try it →
Update contract in Agiled
Updates contract details and terms as needed
Try it →
Delete contract in Agiled
Removes a particular contract from the database
Try it →
Create expense in Agiled
Generates a new expense record
Try it →
Update expense in Agiled
Updates expenses with new information
Try it →
Delete expense in Agiled
Removes an expense from the system
Try it →
Create product in Agiled
Generates and launch new products
Try it →
Update product in Agiled
Updates product information
Try it →
Delete product in Agiled
Removes a selected product from the database
Try it →

What can you automate with Agiled + Bigin by Zoho CRM?

Streamline your entire business workflow by connecting Agiled project management with Bigin by Zoho CRM sales tracking.

What you can automate?
🔄
Sync Agiled invoices to Bigin by Zoho CRM deals automatically
Generate deals in Bigin by Zoho CRM the moment an invoice is issued in Agiled. Keep your sales pipeline updated without switching platforms or copying records by hand.
📝
Capture every custom field and contact detail
Map all available contact attributes and invoice line items between Agiled and Bigin by Zoho CRM. Ensure your records contain complete customer data for accurate reporting.
🔔
Notify your team the moment a deal closes
Alert sales and billing personnel instantly when a deal is created or an invoice is generated. Keep all departments aligned on customer acquisition milestones.
🔀
Route records based on submitted deal tier or invoice value
Apply conditional logic to handle enterprise clients differently from standard accounts. Send high-value invoices to priority pipelines and standard items to general workflows.
✏️
Keep customer profiles updated across both platforms
Automatically update contact details and company information when changes occur in either Agiled or Bigin by Zoho CRM. Eliminate outdated records and data discrepancies.
🛡️
Prevent duplicate records during contact synchronization
Search existing databases before creating new contacts or companies. Update existing entries instead of generating duplicate profiles in your CRM or project tool.
💳
Handle payment status changes and invoice updates
Reflect invoice adjustments, task completions, and billing updates across both Agiled and Bigin by Zoho CRM in real time. Keep financial reporting accurate and transparent.
🌐
Extend your automation flow with supporting apps
Connect your Agiled and Bigin by Zoho CRM pipeline to Slack, Stripe, Mailchimp, or Google Drive for complete multi-step business automation.
And much more...

Who is Agiled + Bigin by Zoho CRM integration for?

Connecting Agiled and Bigin by Zoho CRM eliminates manual data entry between your project operations and sales pipeline for teams of all sizes.

Revenue Operations Managers
Revenue Operations Managers
Sales Account Executives
Sales Account Executives
Client Services Directors
Client Services Directors
High-Volume Agency Owners
High-Volume Agency Owners
Project Coordinators
Project Coordinators
Operations Managers
Operations Managers
📈
Revenue Operations Managers
You're tracking financial invoices in Agiled but your revenue dashboards only update when someone manually exports records, so the invoice counts you're reviewing are always outdated — with this integration, every new invoice syncs to your sales pipeline instantly and your data stays current.
Sales Account Executives
You need to act fast when prospects complete onboarding tasks in Agiled, but you find out too late because sales and project tools are disconnected — with this integration, every task update alerts your pipeline instantly and your response time drops.
🤝
Client Services Directors
You answer to clients who want to see project progress while your team updates deals in Bigin by Zoho CRM by hand, causing frustrating reporting delays — with this integration, every project milestone flows automatically into your client records and visibility remains crystal clear.
📊
High-Volume Agency Owners
The volume of client contacts and invoices is too high for anyone to keep up by hand, leading to missed billing entries and fragmented customer histories — with this integration, every client record flows seamlessly between platforms without human intervention.
🎯
Project Coordinators
You own project execution in Agiled and depend on sales reps to manually hand over won deals from Bigin by Zoho CRM, resulting in constant communication gaps — with this integration, every closed deal triggers your project workspace creation automatically.
🗂️
Operations Managers
You need a reliable history of all customer interactions and keep finding gaps where invoices and contacts failed to sync between systems — with this integration, every transaction and contact record creates a complete, unbroken audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Bigin by Zoho CRM + Agiled

Build and manage your Bigin by Zoho CRM + Agiled automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Agiled with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Agiled to Bigin by Zoho CRM?
Frequently Asked Questions
You can connect Agiled to Bigin by Zoho CRM in 1 click using ready automation templates on Integrately. Select a workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create deals in Bigin by Zoho CRM when an invoice is created in Agiled?
Frequently Asked Questions
Can I connect Agiled, Bigin by Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agiled and Bigin by Zoho CRM?
Frequently Asked Questions
How does Agiled handle data synchronization with Bigin by Zoho CRM?
Frequently Asked Questions
Can Bigin by Zoho CRM contacts be updated automatically from Agiled?
Frequently Asked Questions
Do I need coding skills to automate Agiled and Bigin by Zoho CRM?
Frequently Asked Questions
Is the Agiled and Bigin by Zoho CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Agiled or Bigin by Zoho CRM With 1500+ Other Apps

Agiled
Popular Agiled Integrations
Connect Agiled with project management, invoicing, and task tools to streamline your daily operations.
See All
Agiled Integrations arrow right
No popular apps found
Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Sync Bigin by Zoho CRM with email marketing, customer support, and lead capture tools to accelerate sales.