Bigin by Zoho CRM + Zoho Workdrive Integration

Connect Bigin by Zoho CRM to Zoho Workdrive - Automate your workflows in 1-click

Make use of Bigin by Zoho CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Zoho Workdrive automations help you automate file uploads and downloads, trigger workflows based on file activity, and centralize document management. And automate all the repetitive tasks between Bigin by Zoho CRM & Zoho Workdrive using Integrately.
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Bigin by Zoho CRM + Zoho Workdrive Integration
1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM

    Triggers the automation when a new contact is created

  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM

    Triggers the automation when a new company is created

  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM

    Triggers the automation when a company is updated

  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM

    Triggers the automation when a contact is updated

  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM

    Triggers the automation when a deal is updated

  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM

    Triggers the automation when a deal is created

  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM

    Triggers the automation when a new task is created

  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM

    Triggers the automation when a new event is created

  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM

    Triggers the automation when a new call is made

  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM

    Triggers the automation when a new product is created

  • Zoho Workdrive
    File is created in folder in Zoho Workdrive

    Triggers the automation when a particular action in the workflow fails

  • Zoho Workdrive
    Folder is created in Zoho Workdrive

    Triggers the automation when a new folder is created

2.
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM

    Adds a new contact to the database

  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM

    Updates contact information with new details

  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM

    Finds and retrieves contact information

  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM

    Lists all deals associated with a contact by contact id

  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM

    Generates a new deal with

  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM

    Updates deal information based on new criteria or changes

  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM

    Retrieves and find a deal

  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM

    Searches for a deal by its unique id

  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM

    Generates a new company profile with given details

  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM

    Finds information about a company

  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM

    Updates company information

  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM

    Retrieves a company's details using its id

  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM

    Creates a new task

  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM

    Searches for a task

  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM

    Updates the task with new information or changes

  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM

    Initiates a call to the recipient

  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM

    Adds a new contact to the contact list

  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM

    Updates event details with the latest information

  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM

    Conduct a search for events based on particular criteria

  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM

    Updates product information

  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM

    Searches for a product

  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM

    Generates and launch new products

  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Zoho Workdrive
    Upload file in Zoho Workdrive

    Uploads a file to the particular location

  • Zoho Workdrive
    Upload text file in Zoho Workdrive

    Uploads a text file to a location

  • Zoho Workdrive
    Search folder by name in Zoho Workdrive

    Locates folders based on their names

  • Zoho Workdrive
    Create folder in Zoho Workdrive

    Creates a new folder

  • Zoho Workdrive
    Create team folder in Zoho Workdrive

    Creates a new team folder

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Want to automate something else in your workflow?

You Can Also Connect Bigin by Zoho CRM or Zoho Workdrive With 1200+ Other Apps

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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.

See Bigin by Zoho CRM Integrations
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Zoho WorkDrive is an online file management tool that facilitates file storage and team collaboration. It provides a secure, shared workspace to store, organize, and manage your team's files effectively.

See Zoho Workdrive Integrations

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