Bigin by Zoho CRM + Planyo Online Booking Integration

Integrate Bigin by Zoho CRM to Planyo Online Booking in one click, or tell Integrately AI how you want each booking handled. Sync reservations, update deals, alert your team, 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
  • Planyo Online Booking
    Reservation is deleted in Planyo Online Booking Instant
  • Planyo Online Booking
    Vacation is created or updated in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is modified by admin in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is cancelled by admin in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is confirmed in Planyo Online Booking Instant
  • Planyo Online Booking
    Reservation is created in Planyo Online Booking 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
  • Planyo Online Booking
    Create reservation in Planyo Online Booking
  • Planyo Online Booking
    Create vacation in Planyo Online Booking
  • Planyo Online Booking
    Create User in Planyo Online Booking

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Planyo Online Booking Integration

Create reservations from new contacts, update deals, sync bookings, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Planyo Online Booking + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Planyo Online Booking event

Creating task in Bigin by Zoho CRM is a great way to keep track of task that need to be completed when an event is created in your Planyo Online Booking account.

With the help of this integration, when an event is created, a task will be automatically created in Bigin by Zoho CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Got a different task in mind? Describe it

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 + Planyo Online Booking flow

Keep your calendar updated, manage campaigns, track payments, and notify your team the moment a booking or deal changes. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Planyo Online Booking
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
P
G
B
Create a Google Calendar event for every confirmed Planyo Online Booking reservation, and update the deal in Bigin by Zoho CRM
Every confirmed reservation creates a matching Google Calendar event and updates Bigin by Zoho CRM automatically, keeping your schedule and pipeline synchronized.
B
G
P
When a contact is created in Bigin by Zoho CRM, check the schedule in Google Calendar and create a reservation in Planyo Online Booking
New contacts in Bigin by Zoho CRM trigger a calendar check and a new reservation in Planyo Online Booking instantly, eliminating double bookings.
G
B
P
When a Google Calendar event is updated, update the matching contact in Bigin by Zoho CRM and modify the Planyo Online Booking reservation
Schedule changes in Google Calendar update both Bigin by Zoho CRM contacts and Planyo Online Booking reservations automatically.

Supported triggers and actions for Bigin by Zoho CRM and Planyo Online Booking

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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Planyo Online Booking
Planyo Online Booking Triggers & Actions
Instant
Reservation is deleted in Planyo Online Booking
Triggers the automation when a reservation is deleted
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Instant
Vacation is created or updated in Planyo Online Booking
Triggers the automation when a vacation is created or updated
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Instant
Reservation is modified by admin in Planyo Online Booking
Triggers the automation when a reservation is modified by an admin
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Instant
Reservation is cancelled by admin in Planyo Online Booking
Triggers the automation when a reservation is cancelled by an admin
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Instant
Reservation is confirmed in Planyo Online Booking
Triggers the automation when a reservation is confirmed
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Instant
Reservation is created in Planyo Online Booking
Triggers the automation when a new reservation is created
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Create reservation in Planyo Online Booking
Creates a new reservation
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Create vacation in Planyo Online Booking
Creates a new vacation entry
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Create User in Planyo Online Booking
Creates a new user
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What can you automate with Bigin by Zoho CRM + Planyo Online Booking?

Connect your CRM pipelines and scheduling calendars to handle every booking, contact, and deal without manual data entry.

What you can automate?
🔄
Sync reservations and CRM contacts instantly
Automatically create a contact in Bigin by Zoho CRM whenever a new reservation is created in Planyo Online Booking. Your sales pipeline and booking schedule stay synchronized without manual copy-pasting.
📋
Capture all custom booking fields and guest details
Map every submitted Planyo Online Booking reservation question directly into Bigin by Zoho CRM deals and contacts. Your CRM receives complete customer information for every appointment.
🔔
Alert your team the moment a booking arrives
Send instant notifications to your team in Slack or via email whenever a new Planyo Online Booking reservation is confirmed. Everyone stays informed and ready to assist clients.
🔀
Route records based on submitted booking details
Trigger different Bigin by Zoho CRM workflows depending on the service or tier selected in Planyo Online Booking. High-value appointments can be assigned to senior reps automatically.
📝
Keep deal stages updated as bookings change
Automatically update Bigin by Zoho CRM deal statuses when Planyo Online Booking reservations are modified, confirmed, or completed. Your pipeline reflects real-time operational status.
🔍
Search and update existing contacts without duplicates
Check for existing records in Bigin by Zoho CRM before creating a new entry from a Planyo Online Booking reservation. Existing contacts are updated cleanly instead of generating duplicate files.
Handle cancellations and administrative updates
Automatically update deal stages in Bigin by Zoho CRM when a reservation is cancelled or modified by an admin in Planyo Online Booking. Your team always sees current booking statuses.
📊
Extend your automation flow to Google Sheets
Log every Planyo Online Booking reservation and Bigin by Zoho CRM contact into Google Sheets for custom reporting and team visibility. Your data flows seamlessly across your entire tool stack.
And much more...

Who is Bigin by Zoho CRM + Planyo Online Booking integration for?

Sales teams, booking coordinators, and business owners who need to keep customer pipelines and appointment schedules perfectly aligned without manual data entry.

Sales Managers
Sales Managers
Booking Coordinators
Booking Coordinators
Account Executives
Account Executives
Operations Teams
Operations Teams
Customer Success Leads
Customer Success Leads
Business Analysts
Business Analysts
📈
Sales Managers
You're reviewing conversion reports in Bigin by Zoho CRM, but your booking counts only update when someone manually exports reservations from Planyo Online Booking, so the deal metrics you're tracking are always hours behind — with this integration, every new booking updates your pipeline instantly and your dashboard stays current.
Booking Coordinators
You manage appointment slots in Planyo Online Booking, but finding new customer details requires searching through your CRM, so your scheduling workflow is slowed down by constant tab switching — with this integration, every contact and reservation syncs automatically and your schedule is always up to date.
🤝
Account Executives
You handle client meetings and need accurate records in Bigin by Zoho CRM, but manual entry leads to missed follow-ups and incomplete client histories — with this integration, every booking and contact detail is recorded instantly and your customer pipeline remains complete.
🏢
Operations Teams
You process high volumes of client bookings every day, but keeping your CRM contacts and schedule aligned by hand causes human errors and scheduling conflicts — with this integration, every reservation and lead record populates automatically without manual work.
🎯
Customer Success Leads
You rely on Bigin by Zoho CRM deals to know when new clients book sessions, but delays in handoffs leave customers waiting for confirmation — with this integration, every reservation updates your CRM records instantly and follow-ups happen on time.
📊
Business Analysts
You audit customer acquisition history and pipeline performance, but missing entries between Planyo Online Booking and Bigin by Zoho CRM leave gaps in your reports — with this integration, every transaction and booking is logged reliably for accurate analysis.
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 + Planyo Online Booking

Build and manage your Bigin by Zoho CRM + Planyo Online Booking 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 + Planyo Online Booking 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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2
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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 Planyo Online Booking?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Planyo Online Booking in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow alongside apps like Google Sheets, Slack, and Stripe.
Can I automatically create a Planyo Online Booking reservation when a new contact is created in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Planyo Online Booking, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Planyo Online Booking?
Frequently Asked Questions
How are contacts updated between Bigin by Zoho CRM and Planyo Online Booking?
Frequently Asked Questions
Can I sync Planyo Online Booking reservations with Bigin by Zoho CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Planyo Online Booking?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Planyo Online Booking integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Planyo Online Booking 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 sales platforms to track and nurture your customer relationships.
Planyo Online Booking
Popular Planyo Online Booking Integrations
Sync Planyo Online Booking with calendar apps, payment gateways, and notification tools to streamline appointment scheduling.