Bigin by Zoho CRM + Alegra Integration

Connect Bigin by Zoho CRM to Alegra in 1 click

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  • 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
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
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Most popular automationsmost-popular-automations
Alegra + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Alegra contact

If you are using Alegra, then you may want to also use Bigin by Zoho CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Bigin by Zoho CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Bigin by Zoho CRM + Alegra Integration

Create Alegra contact for new Bigin by Zoho CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Bigin by Zoho CRM, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Bigin by Zoho CRM and Alegra!
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Bigin by Zoho CRM + Alegra Integration

Create Alegra invoice from new Bigin by Zoho CRM deal

Do you use Bigin by Zoho CRM to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in Alegra?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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Bigin by Zoho CRM + Alegra Integration

Create Alegra order for new Bigin by Zoho CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Bigin by Zoho CRM and Alegra work together to make accounting and bookkeeping simple.

When you create a deal in Bigin by Zoho CRM, it will automatically create an order in Alegra. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Bigin by Zoho CRM and Alegra.
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Alegra + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact from new Alegra invoice

If you're a small business owner who uses Alegra to manage your finances, you may be wondering if there's a way to automatically create a contact profile in Bigin by Zoho CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Bigin by Zoho CRM and Alegra!
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Alegra + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Alegra invoice

If you use Alegra to manage your invoice, you can also use Bigin by Zoho CRM to create and manage task associated with those invoice. Creating a task in Bigin by Zoho CRM will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Alegra + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Alegra order

If you use Alegra as your bookkeeping software, there's an easy way to create task in Bigin by Zoho CRM. With the help of this automation, whenever you create a new order in Alegra, a task will automatically be created in Bigin by Zoho CRM for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Alegra + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Alegra contact

With the growth of Alegra, many companies are looking for ways to connect their Alegra account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Bigin by Zoho CRM every time a contact is created in Alegra.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Automations

Top 10 Most Popular Bigin by Zoho CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Bigin by Zoho CRM logo
WhatsApp logo
Share updated Bigin by Zoho CRM deal via WhatsApp message
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM deal
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Google Calendar logo
Create Google Calendar event for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
MSG91 logo
Send MSG91 sms for new Bigin by Zoho CRM deal
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Share updated Bigin by Zoho CRM deal via WhatsApp message
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM deal
Activate
Bigin by Zoho CRM logo
WhatsApp logo
Send WhatsApp message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Google Calendar logo
Create Google Calendar event for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
MSG91 logo
Send MSG91 sms for new Bigin by Zoho CRM deal
Activate
Shopify logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact from new Shopify customer
Activate
Bigin by Zoho CRM logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Bigin by Zoho CRM task
Activate
Google Sheets logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new Google Sheets row
Activate
Bigin by Zoho CRM logo
Picky Assist logo
Send Picky Assist message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Vonage SMS API logo
Send Vonage SMS API message for new Bigin by Zoho CRM deal
Activate
Shopify logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact from new Shopify customer
Activate
Bigin by Zoho CRM logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Bigin by Zoho CRM task
Activate
Google Sheets logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new Google Sheets row
Activate
Bigin by Zoho CRM logo
Picky Assist logo
Send Picky Assist message for new Bigin by Zoho CRM task
Activate
Bigin by Zoho CRM logo
Vonage SMS API logo
Send Vonage SMS API message for new Bigin by Zoho CRM deal
Activate

Top 10 Most Popular Alegra Automations from
Integrately Community

Most popularmost-popular-automations
01
Alegra logo
PerfexCRM logo
Create PerfexCRM customer from new Alegra invoice
02
WooCommerce logo
Alegra logo
Create Alegra contact for new WooCommerce customer
03
Alegra logo
Google Calendar logo
Create Google Calendar event for new Alegra order
04
Chatbot logo
Alegra logo
Create Alegra contact for new Chatbot response
05
Alegra logo
WooCommerce logo
Create WooCommerce customer for new Alegra contact
cloud
Alegra
app integration
06
Gift Up!  logo
Alegra logo
Create Alegra invoice for new Gift Up! order
07
Convertu logo
Alegra logo
Create Alegra invoice for new Convertu order
08
Zoho Inventory logo
Alegra logo
Create Alegra invoice for new Zoho Inventory order
09
Peak Funnels logo
Alegra logo
Create Alegra invoice for new Peak Funnels order
10
DNA Super Systems logo
Alegra logo
Create Alegra invoice for new DNA Super Systems order
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Bigin by Zoho CRM
Bigin by Zoho CRM
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.
Alegra
Alegra
Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.