Popular Bigin by Zoho CRM + easybill Workflows
Create easybill contact for new Bigin by Zoho CRM contact
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 - easybill integration, anytime a new Bigin by Zoho CRM contact is created, an easybill contact 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.
Create easybill task for new Bigin by Zoho CRM contact
When you create a contact in Bigin by Zoho CRM, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create easybill task for new Bigin by Zoho CRM task
All you need to do is - integrate easybill with Bigin by Zoho CRM to create task in easybill 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.
Create easybill task for new Bigin by Zoho CRM deal
With our integration between Bigin by Zoho CRM and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Bigin by Zoho CRM, you can automatically create a corresponding task in easybill to keep your team up-to-date.
Create easybill task for updated Bigin by Zoho CRM contact
When Contact is updated in Bigin by Zoho CRM > Create task in easybill
When Contact is created in Bigin by Zoho CRM > Check any condition > Create task in easybill
When Company is created in Bigin by Zoho CRM > Check any condition > Create task in easybill
When Contact is created in Bigin by Zoho CRM > Check condition > Create contact in easybill
When Contact is created in Bigin by Zoho CRM > Check condition > Create Customer in easybill
When Contact is created in Bigin by Zoho CRM > Check condition > Create customer group in easybill
When Company is created in Bigin by Zoho CRM > Check condition > Create contact in easybill
When Company is created in Bigin by Zoho CRM > Check condition > Create Customer in easybill
When Company is created in Bigin by Zoho CRM > Check condition > Create customer group in easybill
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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.
See Bigin by Zoho CRM Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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