Bigin by Zoho CRM + Refersion Integration

Integrate Bigin by Zoho CRM to Refersion in one click, or tell Integrately AI how you want each contact handled. Sync sales pipelines with your affiliate network, track conversions, update contact details, and manage payouts 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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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

Create affiliates for new contacts, sync conversions with deals, track affiliate statuses, and update records, all in just one click.

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

Create Refersion affiliate for new Bigin by Zoho CRM contact

If you're using Bigin by Zoho CRM to manage your sales leads, it's important to also use Refersion 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 affiliate will automatically be created in Refersion.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Refersion + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Refersion affiliate

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 Refersion affiliate 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.
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Refersion + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Refersion affiliate

Bigin by Zoho CRM and Refersion are two powerful cloud-based tools that can be used to improve business productivity. Using this Bigin by Zoho CRM - Refersion integration, you can automatically create task in Bigin by Zoho CRM whenever a new affiliate is created in Refersion.

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!
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Connect more apps to your Bigin by Zoho CRM + Refersion flow

Bring your marketing data, store orders, and team communications into your affiliate and sales workflows. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Refersion
+
ShopifyShopify (3)
+
MailchimpMailchimp (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
StripeStripe (2)
+
SlackSlack (2)
+
Google SheetsGoogle Sheets (2)
S
R
B
Create a Refersion conversion for every new Shopify order, and add a deal in Bigin by Zoho CRM
Shopify orders automatically register conversions in Refersion and generate deals in Bigin by Zoho CRM without manual data entry.
B
R
S
When a contact is created in Bigin by Zoho CRM, create an affiliate in Refersion and add a customer in Shopify
New Bigin by Zoho CRM contacts immediately populate your Shopify customer list and register as affiliates in Refersion.
R
B
S
When a conversion is approved in Refersion, update the deal in Bigin by Zoho CRM and fulfil the order in Shopify
Approved Refersion conversions automatically update related Bigin by Zoho CRM deals and trigger Shopify order fulfilment.

Supported triggers and actions for Bigin by Zoho CRM and Refersion

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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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Bigin by Zoho CRM + Refersion?

Connect your sales pipeline and affiliate network to eliminate manual work and keep your data synchronized.

What you can automate?
🔄
Sync sales deals with affiliate conversions
Automatically connect deals created in Bigin by Zoho CRM with conversion events in Refersion to track revenue accurately across your partner network.
📋
Capture every submitted contact field
Map all available contact and form details from Bigin by Zoho CRM straight into Refersion affiliate profiles instead of just names and emails.
🔔
Alert your team instantly on Slack
Send real-time notifications to your sales or partner channels whenever a new affiliate registers or a major deal closes.
🔀
Route records based on submitted fields
Trigger different actions depending on specific criteria like deal size, affiliate tier, or customer location.
🔄
Keep your destination records updated
Automatically modify existing contacts, deals, or affiliate details when updates occur in either platform.
🔍
Search and update instead of creating duplicates
Look up existing records in Bigin by Zoho CRM before creating new entries to keep your database clean and organized.
💳
Handle later status changes and approvals
Manage affiliate status updates, conversion approvals, and cancellations seamlessly across both applications.
📊
Extend your workflow to Google Sheets
Log every transaction, contact, and conversion automatically into Google Sheets for custom reporting and analysis.
And much more...

Who is Bigin by Zoho CRM + Refersion integration for?

Revenue leaders, sales teams, and affiliate managers use this integration to eliminate manual data entry and keep pipeline records accurate.

Data analysts and revenue reporters
Data analysts and revenue reporters
Sales managers
Sales managers
Affiliate program managers
Affiliate program managers
E-commerce merchants
E-commerce merchants
Account executives
Account executives
Operations leads
Operations leads
📈
Data analysts and revenue reporters
You're pulling affiliate performance reports and CRM metrics by hand every week, but your pipeline figures are always out of date — this integration means every conversion and deal update flows instantly so your reports stay current.
Sales managers
You need your sales reps to follow up on affiliate leads immediately, but notifications arrive hours late when someone checks the affiliate portal — automating both apps means every new contact triggers immediate pipeline action.
🤝
Affiliate program managers
You manage external partners who expect prompt commission tracking, but manual ledger updates lead to delayed partner onboarding — connecting these apps means every partner registration and conversion is logged without delay.
🛒
E-commerce merchants
The volume of new customer orders and affiliate clicks is too high for your team to log by hand, causing missed commission payouts — with this integration, customer data and conversions are processed automatically.
💼
Account executives
You depend on marketing and affiliate teams to hand over lead details before you can reach out, but manual handoffs cause friction — automating this workflow means new opportunities land in your pipeline ready for outreach.
📋
Operations leads
You need a reliable audit trail across your sales CRM and affiliate network, but manual copy-pasting leaves frequent gaps in your records — this integration means every transaction creates a complete history across systems.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Refersion

Build and manage your Bigin by Zoho CRM + Refersion 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 + Refersion 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Refersion?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Refersion in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Shopify, Slack, and Google Sheets.
Can I automatically sync new contacts from Bigin by Zoho CRM as affiliates in Refersion?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Refersion?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact data during the integration?
Frequently Asked Questions
How are affiliate conversions tracked between Refersion and Bigin by Zoho CRM?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Refersion?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Refersion 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 customer support platforms to streamline your sales pipeline.
Refersion
Popular Refersion Integrations
Sync Refersion with e-commerce platforms, payment gateways, and analytics tools to expand your affiliate marketing capabilities.
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