Bigin by Zoho CRM + Pipefy Integration

Integrate Bigin by Zoho CRM to Pipefy in one click, or tell Integrately AI how you want each deal handled. Track deals, create cards, update progress, and trigger follow-ups 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
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy 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
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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

Create cards, update deal stages, track progress, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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

Connect your favorite tools to handle follow-up emails, client intake, and payment tracking right after your core automation finishes. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Pipefy
+
GmailGmail (4)
+
TypeformTypeform (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
B
P
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Create a Pipefy card for every new Bigin by Zoho CRM deal, and send a confirmation email in Gmail
New Bigin by Zoho CRM deals instantly generate a Pipefy card while sending a confirmation message in Gmail so teams stay aligned.
P
B
G
When a Pipefy card is moved, update the Bigin by Zoho CRM deal and send a status update in Gmail
Progress in Pipefy automatically updates Bigin by Zoho CRM and notifies stakeholders via Gmail.
P
B
G
When a Pipefy card is completed, update the Bigin by Zoho CRM deal and email the client in Gmail
Completed work in Pipefy triggers a deal update in Bigin by Zoho CRM and a closure email in Gmail.
B
C
P
G
Use ChatGPT to summarize every new Bigin by Zoho CRM deal, create a Pipefy card, and email the brief in Gmail
AI summarizes deal notes from Bigin by Zoho CRM before creating a Pipefy card and emailing the brief via Gmail.

Supported triggers and actions for Bigin by Zoho CRM and Pipefy

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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Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
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What can you automate with Bigin by Zoho CRM + Pipefy?

Streamline your entire deal-to-fulfillment lifecycle by connecting Bigin by Zoho CRM and Pipefy.

What you can automate?
🚀
Create Pipefy cards from new Bigin deals
Automatically generate a new card in Pipefy the moment a deal is created in Bigin by Zoho CRM. Kick off operational workflows without manual intervention.
📋
Capture every submitted custom field
Map all custom deal attributes and contact details from Bigin by Zoho CRM directly into your Pipefy card fields for complete context.
🔔
Alert your team instantly on stage changes
Notify operational team members the second a deal progresses or a card is moved across your pipeline stages.
🔀
Route records based on deal value
Apply conditional rules to send high-value deals to specialized Pipefy boards while standard deals route to general queues.
🔄
Keep deal stages synchronized in real time
Update deal progress in Bigin by Zoho CRM automatically whenever a corresponding card is moved or completed in Pipefy.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing contacts and companies in Bigin by Zoho CRM before creating new records.
⚠️
Handle overdue cards and stalled deals
Trigger automated follow-ups and notifications whenever a Pipefy card becomes overdue or a deal stalls in progress.
🔌
Extend your workflow to Slack and Gmail
Connect supporting apps like Slack or Gmail to send customer confirmation emails and team notifications alongside your core automation.
And much more...

Who is Bigin by Zoho CRM + Pipefy integration for?

Sales and operations teams managing pipeline progression need this integration to eliminate manual handoffs between Bigin by Zoho CRM and Pipefy.

Sales operations managers
Sales operations managers
Sales team leads
Sales team leads
Project coordinators
Project coordinators
High-volume sales reps
High-volume sales reps
Account managers
Account managers
Pipeline analysts
Pipeline analysts
📈
Sales operations managers
You're reviewing pipeline reports but your operational boards only update when someone manually copies deal data, so the conversion metrics you're presenting are always a few hours behind — with this integration, every new deal creates a Pipefy card instantly and your reporting stays accurate.
Sales team leads
You need fulfillment teams to start work the moment a deal closes, but manual handoffs mean projects sit untouched until someone notices the CRM update — with this integration, every won deal triggers a Pipefy card immediately so operations can kick off right away.
📋
Project coordinators
You answer to clients who want immediate progress updates on their onboarding, but tracking down sales notes in Bigin by Zoho CRM takes valuable time every morning — with this integration, every card movement in Pipefy updates your CRM records automatically.
🔄
High-volume sales reps
You're closing dozens of deals every week and spending hours re-entering client details into project management software by hand — with this integration, every contact and deal in Bigin by Zoho CRM flows straight into Pipefy without manual data entry.
🤝
Account managers
You own the post-sale relationship and depend on sales reps to hand over complete customer context, but critical details always get lost in translation — with this integration, every submitted form and deal detail syncs across both platforms seamlessly.
🗂️
Pipeline analysts
You need a reliable audit trail of every stage transition and client interaction, but missing entries create frustrating gaps in your historical data — with this integration, every task and deal status change is logged across your entire stack.
Our team

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

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Why choose Integrately to automate Bigin by Zoho CRM + Pipefy

Build and manage your Bigin by Zoho CRM + Pipefy 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 + Pipefy 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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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Pipefy?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Pipefy in one click using ready templates on Integrately. Link your accounts, select your trigger events like deal creation, and let Integrately AI handle the setup alongside apps like Gmail and Slack.
Can I automatically create a Pipefy card when a new deal is created in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Pipefy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Pipefy?
Frequently Asked Questions
How does Bigin by Zoho CRM handle deal data in this integration?
Frequently Asked Questions
How does Pipefy handle card movements with Bigin by Zoho CRM?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Pipefy?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Pipefy integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

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