Bigin by Zoho CRM + PerfexCRM Integration

Automatically adds a new contact to the database

Automatically updates contact information with new details

Automatically finds and retrieves contact information

Automatically lists all deals associated with a contact by contact ID

Automatically generates a new deal with

Automatically updates deal information based on new criteria or changes

Automatically retrieves and find a deal

Automatically searches for a deal by its unique ID

Automatically generates a new company profile with given details

Automatically find information about a company

Automatically updates company information

Automatically retrieves a company's details using its ID

Automatically creates a new task

Automatically searches for a task

Automatically updates the task with new information or changes

Automatically initiates a call to the recipient

Automatically adds a new contact to the contact list

Automatically updates event details with the latest information

Automatically conduct a search for events based on particular criteria

Automatically updates product information

Automatically searches for a product

Automatically generates and launch new products

Automatically generates new leads for potential customers

Automatically retrieves information for a particular lead

Automatically adds a new customer to the database

Automatically generates a new ticket

Automatically locate and retrieve customer information

Automatically updates a customer's information

Automatically creates a new task

Automatically adds a new contact to the database

Automatically generates invoices for sales transactions

Automatically locate and retrieve invoices with

Automatically updates the task with new information or changes

Automatically searches for a task

Automatically creates a new project

Automatically searches for a project

Automatically assigns new employees to the appropriate team or department

Automatically searches for a ticket