Bigin by Zoho CRM + Cognito Forms Integration

Connect Bigin by Zoho CRM to Cognito Forms in 1 click

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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
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
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Ready Workflows Ready Workflows   for Bigin by Zoho CRM + Cognito Forms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Cognito Forms + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Cognito Forms entry

It's important to stay on top of your customer relationships, and one way to do that is to create Bigin by Zoho CRM tasks for new Cognito Forms entrys received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Bigin by Zoho CRM task for new Cognito Forms entry received today - your customers will thank you for it!
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Cognito Forms + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Bigin by Zoho CRM. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Bigin by Zoho CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Cognito Forms + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM deal for new Cognito Forms entry

Integrating your Bigin by Zoho CRM with your Cognito Forms, can help you automatically create new deals based on entrys recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Cognito Forms - Bigin by Zoho CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Who Is This Integration For?

Small Business Owners
Small Business Owners
Event Planners
Event Planners
Real Estate Agents
Real Estate Agents
Marketing Teams
Marketing Teams
Non-Profit Organizations
Non-Profit Organizations
Small Business Owners
They often struggle with manually transferring contact details from form submissions to their CRM, which can be time-consuming and prone to errors.
Event Planners
Event planners find it challenging to manage registrants effectively and ensure quick follow-ups without an integrated system connecting registrations to their CRM.
Real Estate Agents
Real estate agents need to efficiently capture and manage leads from open house forms to track potential buyers but often lack a streamlined process.
Marketing Teams
Marketing teams face issues with ensuring that leads generated from landing pages are instantly available for sales teams in the CRM to avoid missed opportunities.
Non-Profit Organizations
Non-profits struggle to manage volunteers effectively when there's no seamless way to connect volunteer registration forms to their CRM system.
Bigin by Zoho CRM logo
Cognito Forms logo

What Can You Automate With Bigin by Zoho CRM + Cognito Forms

Auto-add new form submissions to Bigin CRM
Whenever someone fills out a form on CognitoForms, automatically add their details to Bigin by Zoho CRM. This ensures you never miss a lead and can start nurturing relationships right away.
Create CRM tasks for new inquiries
Whenever a new inquiry is submitted via CognitoForms, create a task in Bigin by Zoho CRM. This keeps you organized and ensures timely follow-ups with all potential clients.
Log form data to CRM contact notes
Automatically log details of form submissions into the contact notes in Bigin by Zoho CRM. This helps you keep a record of client interactions and understand their needs better.
Tag new form submissions for segmentation
When a new form is submitted via CognitoForms, apply relevant tags in Bigin by Zoho CRM. This helps you categorize your leads for targeted marketing campaigns.
Update existing contact information from form inputs
Use form inputs from CognitoForms to update existing contact details in Bigin by Zoho CRM. This keeps your CRM data current and accurate, improving communication with your contacts.
And much more...
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 Cognito Forms Automations from
Integrately Community

Most popularmost-popular-automations
01
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
02
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
03
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
04
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
05
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
cloud
Cognito Forms
app integration
06
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
07
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
08
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
09
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
10
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
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

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Want to automate something else in your workflow?

You Can Also Connect Bigin by Zoho CRM or Cognito Forms With 1400+ Other Apps

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.
Cognito Forms
Cognito Forms
Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.