If you're using Bigin by Zoho CRM and ClickUp to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Bigin by Zoho CRM, a checklist will automatically be created in ClickUp.
This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Bigin by Zoho CRM and ClickUp accounts and start creating deal!
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. ClickUp is a great tool for this.
All you need to do is - integrate ClickUp with Bigin by Zoho CRM to create task in ClickUp 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.
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 ClickUp 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 ClickUp, creating task in ClickUp is now easier than ever. Whenever a deal is created in Bigin by Zoho CRM, you can automatically create a corresponding task in ClickUp to keep your team up-to-date.
When you create a new contact in Bigin by Zoho CRM, this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your contact's information and keep everything organized.
You can customize your ClickUp board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Bigin by Zoho CRM and ClickUp!
You Can Also Connect Bigin by Zoho CRM or ClickUp With 1400+ Other Apps
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.
ClickUp is a simple but powerful way to manage your projects and tasks. It allows you to create task lists, collaborate with teammates, set due dates, and comment on tasks from anywhere you go.