Bigin by Zoho CRM + Paymo Integration

Integrate Bigin by Zoho CRM to Paymo in one click, or tell Integrately AI how you want each deal handled. Manage deals, create projects, track time, and streamline client billing 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
  • Paymo
    Client is created in Paymo Instant
  • Paymo
    Client is updated in Paymo Instant
  • Paymo
    Task is created in Paymo Instant
  • Paymo
    Task is updated in Paymo Instant
  • Paymo
    Time entry is created in Paymo Instant
  • Paymo
    Time entry is updated in Paymo Instant
  • Paymo
    Report is created in Paymo Instant
  • Paymo
    Report is updated in Paymo Instant
  • Paymo
    Timer is started in Paymo Instant
  • Paymo
    Timer is stopped in Paymo Instant
  • Paymo
    Task list is created in Paymo Instant
  • Paymo
    Task list is updated in Paymo Instant
  • Paymo
    Project is created in Paymo Instant
  • Paymo
    Project is updated in Paymo Instant
  • Paymo
    Invoice is created in Paymo Instant
  • Paymo
    Invoice is updated in Paymo Instant
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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
  • Paymo
    Create task in Paymo
  • Paymo
    Update task in Paymo
  • Paymo
    Search task in Paymo
  • Paymo
    Create time entry in Paymo
  • Paymo
    Create client in Paymo
  • Paymo
    Create project in Paymo
  • Paymo
    Create expense in Paymo
  • Paymo
    Create task list in Paymo
  • Paymo
    Create Invoice in Paymo

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Paymo Integration

Create projects from new deals, track task progress, log client details, update invoicing, and manage your team workflow, all in just one click.

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

Create Paymo task for new Bigin by Zoho CRM task

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. Paymo is a great tool for this.

All you need to do is - integrate Paymo with Bigin by Zoho CRM to create task in Paymo 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.
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Bigin by Zoho CRM + Paymo Integration

Create Paymo task for new Bigin by Zoho CRM deal

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 Paymo 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 Paymo, creating task in Paymo is now easier than ever. Whenever a deal is created in Bigin by Zoho CRM, you can automatically create a corresponding task in Paymo to keep your team up-to-date.
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Bigin by Zoho CRM + Paymo Integration

Create Paymo task for new Bigin by Zoho CRM contact

Bigin by Zoho CRM and Paymo are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Bigin by Zoho CRM, do you also create a task in Paymo? 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.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

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

Send instant team notifications, update financial records, and log activities across your entire stack as deals and projects move forward. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Paymo
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Google SheetsGoogle Sheets (8)
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SlackSlack (8)
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QuickBooks OnlineQuickBooks Online (8)
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GmailGmail (8)
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StripeStripe (8)
+
TrelloTrello (8)
B
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Create a Paymo project for every new Bigin by Zoho CRM deal, and add a spreadsheet row in Google Sheets
New Bigin by Zoho CRM deals instantly generate Paymo projects and log details in Google Sheets, keeping tracking sheets current without manual entry.
P
B
G
Log every new Paymo task in Google Sheets, and update the matching deal in Bigin by Zoho CRM
Keep Google Sheets updated whenever a new task is created in Paymo, while updating the related deal in Bigin by Zoho CRM.
P
B
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When a Paymo project is updated, update the matching deal in Bigin by Zoho CRM and log it in Google Sheets
Project updates in Paymo automatically refresh Bigin by Zoho CRM deal records and log timeline changes in Google Sheets.
B
P
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Create a Paymo task for every new Bigin by Zoho CRM contact, and log the assignment in Google Sheets
New contacts in Bigin by Zoho CRM automatically generate onboarding tasks in Paymo and get recorded in Google Sheets.
B
P
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If a Bigin by Zoho CRM deal is updated, create a Paymo task and log the change in Google Sheets
Deal modifications in Bigin by Zoho CRM trigger follow-up tasks in Paymo and update tracking rows in Google Sheets.
P
B
G
When a Paymo invoice is created, update the Bigin by Zoho CRM deal and log the invoice in Google Sheets
New invoices in Paymo update corresponding deals in Bigin by Zoho CRM and log financial records in Google Sheets.
B
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Use Claude to summarise new Bigin by Zoho CRM deals, create a Paymo task, and log the summary in Google Sheets
Claude generates deal briefs from Bigin by Zoho CRM entries, creates corresponding tasks in Paymo, and saves logs in Google Sheets.
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Turn every closed Bigin by Zoho CRM deal into a Paymo project, log it in Google Sheets, and create a tracking card in Trello
Won deals in Bigin by Zoho CRM generate Paymo projects, update Google Sheets tracking, and open Trello cards for review.

Supported triggers and actions for Bigin by Zoho CRM and Paymo

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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Paymo
Paymo Triggers & Actions
Instant
Client is created in Paymo
Triggers the automation when a new client is created
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Instant
Client is updated in Paymo
Triggers the automation when a client's information is updated
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Instant
Task is created in Paymo
Triggers the automation when a new task is created
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Instant
Task is updated in Paymo
Triggers the automation when any task is updated
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Instant
Time entry is created in Paymo
Triggers the automation when a new time entry is created
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Instant
Time entry is updated in Paymo
Triggers the automation when a time entry is updated
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Instant
Report is created in Paymo
Triggers the automation when a report is created
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Instant
Report is updated in Paymo
Triggers the automation when a report is updated
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Instant
Timer is started in Paymo
Triggers the automation when a timer is started
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Instant
Timer is stopped in Paymo
Triggers the automation when the timer is stopped
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Instant
Task list is created in Paymo
Triggers the automation when a new task list is created
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Instant
Task list is updated in Paymo
Triggers the automation when a task list is updated
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Instant
Project is created in Paymo
Triggers the automation when a new project is created
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Instant
Project is updated in Paymo
Triggers the automation when a project is updated
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Instant
Invoice is created in Paymo
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Paymo
Triggers the automation when an invoice is updated
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Create task in Paymo
Creates a new task
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Update task in Paymo
Updates the task with new information or changes
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Search task in Paymo
Searches for a task
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Create time entry in Paymo
Creates a new time entry without manual input
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Create client in Paymo
Generates a new client profile
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Create project in Paymo
Creates a new project
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Create expense in Paymo
Generates a new expense record
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Create task list in Paymo
Creates a new task list
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Create Invoice in Paymo
Generates invoices for sales transactions
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What can you automate with Bigin by Zoho CRM + Paymo?

Streamline your sales pipeline and project execution with robust, ready-made workflows designed for modern teams.

What you can automate?
🔄
Turn closed deals into active projects instantly
Generate a matching Paymo project the moment a deal is created or won in Bigin by Zoho CRM. Eliminate manual setup delays between sales and delivery teams.
📊
Capture every submitted deal field and contact detail
Map custom deal attributes, contact names, and values directly into your project records instead of basic names. Ensure your operational tools receive complete client context.
🔔
Alert the right team members the moment work begins
Send instant channel notifications in Slack or email updates via Gmail when new deals arrive or projects update. Keep stakeholders informed without manual messaging.
🔀
Route projects based on deal value or tier
Create priority projects in Paymo for enterprise accounts while assigning standard workflows for regular deals. Apply custom routing rules based on submitted criteria.
🔄
Keep deal statuses and project milestones updated
Reflect task progress and project schedule shifts back into Bigin by Zoho CRM automatically. Maintain real-time pipeline visibility across all connected platforms.
👥
Add or update records without creating duplicates
Search existing client profiles before creating new ones in Paymo or Bigin by Zoho CRM. Keep your databases clean and organized automatically.
💳
Handle later billing events and payment updates
Trigger invoicing in QuickBooks Online or Stripe when Paymo invoices are created or project milestones are reached. Keep financial tracking tied to operational progress.
🌐
Extend your workflow to trusted third-party apps
Connect Google Sheets, Slack, QuickBooks Online, Gmail, Stripe, or Trello to build powerful multi-step pipelines that span your entire tech stack.
And much more...

Who is Bigin by Zoho CRM + Paymo integration for?

Connecting Bigin by Zoho CRM and Paymo helps sales reps, project managers, and finance teams eliminate manual handoffs and keep workflows synchronized.

Sales directors and revenue leads
Sales directors and revenue leads
Project managers and delivery teams
Project managers and delivery teams
Client success and account managers
Client success and account managers
High-volume growing agencies
High-volume growing agencies
Operations coordinators
Operations coordinators
Finance and billing specialists
Finance and billing specialists
📈
Sales directors and revenue leads
You manage revenue pipelines in Bigin by Zoho CRM and need accurate deal data to forecast correctly, but manual project handoffs leave your reporting records incomplete — automating both apps means every won deal flows straight into project tracking and your pipeline stays completely accurate.
Project managers and delivery teams
You need to kick off client work immediately when deals close, but delays in manual notification leave your team waiting on sales updates — with this integration, every new deal instantly provisions your project workspace and lets delivery start without friction.
🤝
Client success and account managers
You answer client inquiries about project timelines and deliverables, but disjointed tracking systems make status checks painfully slow — connecting these apps means your CRM and project milestones stay perfectly aligned so you can answer clients instantly.
🚀
High-volume growing agencies
You handle dozens of client deals and onboarding tasks each week, but manual data entry causes missed follow-ups and administrative bottlenecks — automating both apps means every contact and project is created instantly so your team can handle high volume effortlessly.
💼
Operations coordinators
You own the handoff process between sales closure and project execution, but relying on manual copying leads to errors and missing project details — this integration means every deal field maps directly into your operational workflow without manual transcription.
📋
Finance and billing specialists
You track financial records and invoice milestones across systems, but gaps in historical deal data make reconciliation frustrating and time-consuming — connecting these apps means your billing triggers and project records maintain a reliable history from start to finish.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Paymo

Build and manage your Bigin by Zoho CRM + Paymo 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 + Paymo 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
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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
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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Paymo?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Paymo instantly using 1-click automations on Integrately, along with Google Sheets, Slack, and QuickBooks Online. Use ready-made templates or ask Integrately AI to build the custom workflow you need.
Can I automatically create a Paymo project when a new deal is created in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Paymo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Paymo?
Frequently Asked Questions
How are deal updates in Bigin by Zoho CRM handled in Paymo?
Frequently Asked Questions
Can Paymo tasks update Bigin by Zoho CRM deal records?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Paymo?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Paymo integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Paymo With 1500+ Other Apps

Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Connect Bigin by Zoho CRM to CRMs, email marketing tools, and communication platforms to manage and follow up on your leads.
Paymo
Popular Paymo Integrations
Sync Paymo with project tracking, time logging, and invoicing tools to keep team workflows running smoothly across your stack.
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Paymo Integrations arrow right
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