Bigin by Zoho CRM + Xodo Sign Integration

Integrate Bigin by Zoho CRM to Xodo Sign in one click, or tell Integrately AI how you want each contact handled. Sync contact details, create new entries, log updates, and keep your document workflows running automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Xodo Sign
    Document is completed in Xodo Sign Instant
  • Xodo Sign
    Document is sent in Xodo Sign Instant
  • Xodo Sign
    Document is signed in Xodo Sign Instant
  • Xodo Sign
    Document is created in Xodo Sign Instant
  • Xodo Sign
    Document is cancelled in Xodo Sign Instant
Arrow Right
2.
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List modules 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
  • Xodo Sign
    Create contact in Xodo Sign

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Ready WorkflowsReady Workflows   for Bigin by Zoho CRM + Xodo Sign Integration

Sync new contacts, create signature records, update CRM deals, and alert your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Bigin by Zoho CRM + Xodo Sign flow

Keep your sales pipeline updated, notify team members in messaging apps, and schedule meetings after agreements are signed. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Xodo Sign
+
PipedrivePipedrive (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
Google DriveGoogle Drive (4)
B
X
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When a contact is created in Bigin by Zoho CRM, create a contact in Xodo Sign and add a deal in Pipedrive.
New Bigin by Zoho CRM contacts immediately generate a contact in Xodo Sign while opening a matching deal in Pipedrive without manual entry.
X
B
P
When a document is completed in Xodo Sign, update the contact in Bigin by Zoho CRM and update the deal in Pipedrive.
Completed Xodo Sign agreements automatically update contact information in Bigin by Zoho CRM and advance the deal stage in Pipedrive.
B
X
P
When a deal is created in Bigin by Zoho CRM, create a contact in Xodo Sign and update the deal in Pipedrive.
New Bigin by Zoho CRM deals establish signature contacts in Xodo Sign and refresh deal records in Pipedrive instantly.
X
B
P
When a document is signed in Xodo Sign, create a task in Bigin by Zoho CRM and create an activity in Pipedrive.
Signed Xodo Sign documents automatically schedule follow-up tasks in Bigin by Zoho CRM and log Pipedrive activities.

Supported triggers and actions for Bigin by Zoho CRM and Xodo Sign

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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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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List modules in Bigin by Zoho CRM
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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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Xodo Sign
Xodo Sign Triggers & Actions
Instant
Document is completed in Xodo Sign
Triggers the automation when a particular document is completed
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Instant
Document is sent in Xodo Sign
Triggers the automation when a document is sent to the recipient
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Instant
Document is signed in Xodo Sign
Triggers the automation when a document is signed
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Instant
Document is created in Xodo Sign
Triggers the automation when a new document is created
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Instant
Document is cancelled in Xodo Sign
Triggers the automation when a document is cancelled
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Create contact in Xodo Sign
Adds a new contact to the database
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What can you automate with Bigin by Zoho CRM + Xodo Sign?

Streamline your entire agreement process by syncing deals, triggering signature requests, and tracking document statuses automatically.

What you can automate?
🔄
Sync new contacts and deals across platforms instantly
Automatically create Xodo Sign contacts whenever new leads or deals appear in Bigin by Zoho CRM. Eliminate manual data entry and keep your sales and legal tools perfectly aligned.
📝
Capture every submitted field without data loss
Map complete contact details, company information, and custom fields from Bigin by Zoho CRM directly into your Xodo Sign contact records and agreement workflows.
🔔
Notify your team the moment documents are signed
Send instant notifications to your sales channels or team members in Slack and Gmail as soon as Xodo Sign documents are completed or signed.
🔀
Route workflows based on submitted deal properties
Trigger different follow-up tasks, create specific task assignments, or notify distinct team members depending on the specific deal values submitted in Bigin by Zoho CRM.
🔄
Keep CRM records updated as document statuses change
Automatically update deal stages, contact fields, and task statuses in Bigin by Zoho CRM whenever documents are sent, signed, completed, or cancelled in Xodo Sign.
🔍
Search and update instead of creating duplicate records
Check existing database entries before creating new records, ensuring your Bigin by Zoho CRM contacts and Xodo Sign profiles remain clean and free of duplicates.
📋
Handle later agreement milestones and cancellations
Take immediate corrective action when documents are cancelled or rejected in Xodo Sign by automatically updating deal statuses and notifying account owners.
🔗
Extend your workflow to powerful external apps
Connect your core Bigin by Zoho CRM and Xodo Sign flow with Pipedrive, Gmail, Slack, Stripe, Calendly, or Google Drive to build comprehensive multi-step business automations.
And much more...

Who is Bigin by Zoho CRM + Xodo Sign integration for?

Sales leaders, account executives, and operations managers streamline agreement workflows and eliminate manual document tracking across Bigin by Zoho CRM and Xodo Sign.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Directors
Client Success Directors
High-Volume Sales Teams
High-Volume Sales Teams
Closing Specialists
Closing Specialists
Compliance Officers
Compliance Officers
📈
Sales Operations Managers
You're tracking contract lifecycles across your pipeline but deal records only update when someone manually checks signature statuses, so your pipeline reports are always outdated — with this integration, every signed agreement updates your CRM instantly and your dashboard stays current.
Account Executives
You're closing deals in Bigin by Zoho CRM but manually setting up contacts in Xodo Sign for every client, so administrative delay slows down your response time — with this integration, every new deal automatically provisions your signature contacts without manual typing.
🤝
Client Success Directors
You answer to executive stakeholders who want immediate visibility into signed client agreements, but finding completed paperwork requires checking multiple platforms — with this integration, every completed document updates your CRM records so progress is always transparent.
📊
High-Volume Sales Teams
Your team handles dozens of incoming customer contracts daily, but copying data between Bigin by Zoho CRM and Xodo Sign leads to frequent transcription errors — with this integration, every contact and document status syncs automatically across both platforms.
🎯
Closing Specialists
You depend on upstream lead data being correctly populated before sending agreements out for signature, but missing details cause constant bottlenecks — with this integration, contact creation and document preparation flow seamlessly from one app to the next.
🗂️
Compliance Officers
You need an unbroken audit trail of every signed document linked to the correct customer record, but manual archiving creates gaps in your history — with this integration, every signed Xodo Sign document securely links to its matching Bigin by Zoho CRM record.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Bigin by Zoho CRM + Xodo Sign

Build and manage your Bigin by Zoho CRM + Xodo Sign 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 + Xodo Sign 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
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Xodo Sign?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Xodo Sign instantly using 1-click automations on Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your custom workflow alongside tools like Gmail, Slack, and Google Drive.
Can I automatically create Xodo Sign contacts when a new deal is added in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Xodo Sign, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Xodo Sign?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact data during the integration?
Frequently Asked Questions
Can Xodo Sign document statuses update Bigin by Zoho CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Xodo Sign?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Xodo Sign integration free?
Frequently Asked Questions
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