If you're using Bigin by Zoho CRM to manage your sales leads, it's important to also use Prefinery to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Bigin by Zoho CRM, a corresponding user will automatically be created in Prefinery.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Bigin by Zoho CRM contact and Prefinery user can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
This automation makes it easy to create new deals in Bigin by Zoho CRM when a new user is created in Prefinery. Just connect your accounts, and every time a new user is created in Prefinery, a new deal will automatically be created in Bigin by Zoho CRM.
This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
Bigin by Zoho CRM and Prefinery are two powerful cloud-based tools that can be used to improve business productivity. Using this Bigin by Zoho CRM - Prefinery integration, you can automatically create task in Bigin by Zoho CRM whenever a new user is created in Prefinery.
This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
You Can Also Connect Bigin by Zoho CRM or Prefinery With 1400+ Other Apps
Bigin by Zoho CRM
Bigin helps you to manage all aspects of your sales pipeline. From creating new opportunities and converting them into deals, to managing the progress with activities like sending emails, making calls, etc., you can do it all in one place.
Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.