Bigin by Zoho CRM + Infinity Integration

Integrate Bigin by Zoho CRM to Infinity in one click, or tell Integrately AI how you want each deal handled. Manage project items, track updates, organise folders, and keep your workspace synced automatically.

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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
  • Infinity
    Item is created in Infinity Instant
  • Infinity
    Item is updated in Infinity Instant
  • Infinity
    Folder is created in Infinity
  • Infinity
    Comment is created in Infinity Instant
  • Infinity
    Comment is updated in Infinity Instant
  • Infinity
    Board is created in Infinity
  • Infinity
    Member is created in Infinity
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2.
  • Bigin by Zoho CRM
    List modules in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Infinity
    Create item in Infinity
  • Infinity
    Update item in Infinity
  • Infinity
    Search item in Infinity
  • Infinity
    Create folder in Infinity
  • Infinity
    Search folder in Infinity
  • Infinity
    Search member in Infinity
  • Infinity
    Search board in Infinity
  • Infinity
    Create comment in Infinity
  • Infinity
    Get item by ID in Infinity

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Ready WorkflowsReady Workflows   for Bigin by Zoho CRM + Infinity Integration

Create items from deals, organise folders, update project boards, track comments, and manage tasks, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Bigin by Zoho CRM + Infinity flow

Capture leads, update project records, alert your team, and send follow-ups across your entire stack. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Infinity
+
Google SheetsGoogle Sheets (5)
+
SlackSlack (5)
+
MailchimpMailchimp (5)
+
CalendlyCalendly (5)
+
StripeStripe (5)
+
GmailGmail (5)
B
I
G
Add every new Bigin by Zoho CRM deal to your Infinity workspace and log it in Google Sheets
New deals appear in Infinity instantly while Google Sheets records the details, so your project board and tracking sheet stay completely up to date.
I
B
G
Create a Google Sheets row when an Infinity item is created and update the Bigin by Zoho CRM deal
Every new project item created in Infinity automatically logs a tracking row in Google Sheets and updates the corresponding deal in Bigin by Zoho CRM.
B
I
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Update your Google Sheets tracking row and Infinity item whenever a Bigin by Zoho CRM deal changes
Deal stage updates in Bigin by Zoho CRM immediately refresh the matching Infinity project item and update the corresponding Google Sheets row.
B
I
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Log every new contact from Bigin by Zoho CRM in Infinity and record their details in Google Sheets
New customer contacts captured in Bigin by Zoho CRM instantly generate an Infinity item and log a complete record in Google Sheets.
B
I
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Use Gemini to analyse new Bigin by Zoho CRM deals, create an Infinity item, and log the summary in Google Sheets
Gemini reviews new deal requirements from Bigin by Zoho CRM, structures an Infinity project item, and logs the analysis in Google Sheets.

Supported triggers and actions for Bigin by Zoho CRM and Infinity

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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List modules in Bigin by Zoho CRM
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Infinity
Infinity Triggers & Actions
Instant
Item is created in Infinity
Triggers the automation when a new item is created
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Instant
Item is updated in Infinity
Triggers the automation when an item is modified
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Folder is created in Infinity
Triggers the automation when a new folder is created
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Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
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Instant
Comment is updated in Infinity
Triggers the automation when a comment is updated
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Board is created in Infinity
Triggers the automation when a new board is created
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Member is created in Infinity
Triggers the automation when a new member is added
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Create item in Infinity
Generates a new item
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Update item in Infinity
Updates an item with new information
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Search item in Infinity
Locates and retrieves particular item information
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Create folder in Infinity
Creates a new folder in the designated location
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Search folder in Infinity
Searches for a folder
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Search member in Infinity
Searches for a member with
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Search board in Infinity
Searches for a board
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Create comment in Infinity
Generates a new comment
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Get item by ID in Infinity
Try it →

What can you automate with Bigin by Zoho CRM + Infinity?

Connect your sales pipeline and project workspace to handle repetitive tasks, eliminate manual data entry, and keep teams aligned.

What you can automate?
🚀
Create Infinity items from new Bigin by Zoho CRM deals
Instantly generate project items in Infinity the moment a new deal is created in Bigin by Zoho CRM, ensuring project teams start work immediately.
📋
Capture every submitted deal and contact field
Map all custom deal values, contact names, phone numbers, and notes from Bigin by Zoho CRM into Infinity instead of just basic records.
🔔
Notify the right team member instantly
Send automated alerts to your sales or project channels in Slack as soon as a deal progresses or a new project item is generated.
🔀
Route records based on submitted deal criteria
Trigger different project creation workflows in Infinity depending on the deal value, tier, or stage submitted in Bigin by Zoho CRM.
🔄
Keep your project workspace up to date
Synchronise stage modifications and updates made in Bigin by Zoho CRM directly with your corresponding Infinity project items.
🔍
Search and update instead of creating duplicates
Check existing records in Infinity before creating new items, ensuring your workspace remains clean and free of duplicate entries.
💳
Handle later status changes and deal closures
Automatically update project boards when deals are marked won, lost, or updated with new completion milestones in Bigin by Zoho CRM.
🔗
Extend your workflow to Slack or Google Sheets
Connect your core Bigin by Zoho CRM and Infinity flow with Slack or Google Sheets to log data and alert teams in one seamless step.
And much more...

Who is Bigin by Zoho CRM + Infinity integration for?

Sales managers and project leads depend on real-time sync between Bigin by Zoho CRM and Infinity to eliminate manual data entry and keep teams aligned.

Performance analysts and reporting managers
Performance analysts and reporting managers
Sales account executives
Sales account executives
Client success and agency leads
Client success and agency leads
Customer support and onboarding teams
Customer support and onboarding teams
Operations specialists
Operations specialists
Finance and compliance managers
Finance and compliance managers
📈
Performance analysts and reporting managers
You're pulling sales pipeline reports in Bigin by Zoho CRM but your tracking dashboards only update when someone manually exports records, so the row counts you're reviewing against are always a few hours behind — with this integration, every new deal lands in your workspace instantly and your data stays current.
Sales account executives
You need to act fast when new deals close in Bigin by Zoho CRM, but project teams find out too late to start execution — with this integration, every closed deal instantly provisions an Infinity project item so your delivery team can begin work without delay.
🤝
Client success and agency leads
You answer to clients who want to see daily progress on their project boards, but manual status updates leave gaps in your reporting — with this integration, every pipeline stage change in Bigin by Zoho CRM automatically reflects in your Infinity boards to keep stakeholders informed.
💬
Customer support and onboarding teams
The volume of incoming deals and contacts in Bigin by Zoho CRM is too high for anyone to keep up by hand, leading to missed kickoff tasks — with this integration, every new contact and deal automatically generates structured project tasks without manual intervention.
🔄
Operations specialists
You own the project execution phase and depend on sales reps upstream to hand over deal details correctly — with this integration, every piece of customer data flows directly from Bigin by Zoho CRM into Infinity without missing a single submitted field.
📋
Finance and compliance managers
You need a reliable audit history of every deal and project record, but manual entry keeps introducing gaps and discrepancies — with this integration, every transaction and deal modification is captured across both platforms with complete accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Bigin by Zoho CRM + Infinity

Build and manage your Bigin by Zoho CRM + Infinity automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Infinity with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Infinity?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Infinity in 1 click using ready templates on Integrately or by asking Integrately AI to build the automation. It links your sales pipeline and project boards instantly alongside tools like Google Sheets, Slack, and Gmail.
Can I automatically create Infinity items from new Bigin by Zoho CRM deals?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Infinity, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Infinity?
Frequently Asked Questions
How does Bigin by Zoho CRM handle deal data during the integration?
Frequently Asked Questions
How are items organised in Infinity when synced from Bigin by Zoho CRM?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Infinity?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Infinity integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Infinity With 1500+ Other Apps

Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Connect Bigin by Zoho CRM to CRMs, email tools, and messaging platforms to manage and follow up on your deals.
Infinity
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Sync Infinity with project management, tracking, and reporting tools to keep data working across your stack.
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