Bigin by Zoho CRM + Capsule CRM Integration

Connect Bigin by Zoho CRM to Capsule CRM 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
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
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Ready Workflows Ready Workflows   for Bigin by Zoho CRM + Capsule CRM Integration

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

Create Capsule CRM opportunity from new Bigin by Zoho CRM contact

Anytime a new contact is created in your Bigin by Zoho CRM, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Bigin by Zoho CRM - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Capsule CRM + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM deal from new Capsule CRM person

Anytime a new person is created in your Capsule CRM, a new deal will automatically be created in your Bigin by Zoho CRM. This ensures that all of your deal are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Capsule CRM - Bigin by Zoho CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Bigin by Zoho CRM + Capsule CRM Integration

Create Capsule CRM task for new Bigin by Zoho CRM contact

In Bigin by Zoho CRM, when you create a contact, it automatically creates a task in Capsule 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.
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Capsule CRM + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Capsule CRM person

In Capsule CRM, when you create a person, it automatically creates a task in Bigin by Zoho CRM for that person. 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 person on their person profile.

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

Create Capsule CRM person for new Bigin by Zoho CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bigin by Zoho CRM - Capsule CRM integration, anytime a new Bigin by Zoho CRM contact is created, an Capsule CRM person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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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 Capsule CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
02
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
03
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
04
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
05
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
cloud
Capsule CRM
app integration
06
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
07
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
08
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
09
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
10
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
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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.
Capsule CRM
Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.