Integrate Bigin by Zoho CRM with Zoho Cliq

Send information between Bigin by Zoho CRM and Zoho Cliq automatically, without writing any code, using Zoho Flow.

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Send a message in Zoho Cliq when calls details are updated in Bigin

Automatically post a notification message in your work chat every time call details are updated in your CRM. This flow posts a message in Zoho Cliq whenever call details are updated in Bigin.

How it works
1. Details for a call are updated in Bigin.
2. Zoho Flow sends a notification in Zoho Cliq when call details are updated.
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Send a message in Zoho Cliq when calls details are updated in Bigin

Bigin by Zoho CRM + Zoho Cliq

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Supported triggers and actions

Integrate Bigin by Zoho CRM and Zoho Cliq using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company updated

Triggers when any detail of an existing company is updated

Contact created or updated

Triggers when a new contact is created or updated

Company created

Triggers when a new company is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Task created

Triggers when a new task is created

Task updated

Triggers when any detail of an existing task is updated

Call created

Triggers when a new call is created

Contact created

Triggers when a new contact is created

Event updated

Triggers when any detail of an existing event is updated

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Product created

Triggers when a new product is created

Contact updated

Triggers when any detail of an existing contact is updated

Call updated

Triggers when any detail of an existing call is updated

Note added

Triggers when a new note is added

Event created

Triggers when a new event is created

Product updated

Triggers when any detail of an existing product is updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Pipeline record created

Triggers when a new pipeline record is created

User added

Triggers when a new user is added

New channel added

Triggers when a new channel is created in your organization

All Actions - Actions are the automated tasks

Add note

Adds a note to the selected module

Create event

Creates a new event

Remove tag from record

Removes an existing tag from the specified record

Create or update contact

Creates a new contact or updates the details of an existing contact

Send email

Sends an email to the specified contact

Create task

Creates a new task

Create or update company

Creates a new company or updates the details of the company if it already exists

Create tag

Creates a new tag in the selected module

Create or update product

Creates a new product or updates the details of an existing product

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create user

Creates a new user

Create call

Creates a new call

Add tag to record

Adds a tag to the specified record

Update product

Updates the details of an existing product

Update call

Updates the details of an existing call

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update pipeline record

Updates the details of an existing pipeline record

Update event

Updates the details of an existing event

Update user

Updates the existing user

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Fetch company

Fetches the details of an existing company by name or ID

Fetch user

Fetches the details of an existing user by email address or ID

Fetch task

Fetches the details of an existing task by name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Post card to channel

Posts a card to the specified channel

Message as bot on channel

Message as a bot on the specified channel

Message as bot to user

Posts a message as a bot to the specified user

Create channel

Creates a new channel

Message to bot

Sends a message to the selected bot

Create thread

Creates a new thread using message ID

Add bot in a channel

Adds a bot to the selected channel

Add channel member

Adds a new channel member

Pin message

Pin an existing message in a conversation using message ID

Delete channel

Deletes the selected channel

Message in channel

Posts a message in a channel

Message user

Sends a message to the specified user

Add user status

Adds the specified status to an existing user

Update channel

Updates the details of an existing channel

Message as bot

Posts message as the specified bot in the selected chat or channel

Update channel member role

Updates the role of a channel member

Unarchive channel

Unarchives the selected channel

Post card to chat

Posts a card to the specified chat

Archive channel

Archives the selected channel

Fetch user by name or email

Fetches an existing user by name or email address

Fetch channel

Fetches the details of an existing channel by name

Fetch team

Fetches the details of an existing team by name

Remove channel member

Removes the specified member from the selected channel

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

What is Zoho Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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