Integrate Bigin by Zoho CRM with TMetric

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

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Create a task in TMetric each time a new task is initiated in Bigin by Zoho CRM

Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will create a task in TMetric as soon as a task is created in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new task is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a task in the selected project in TMetric.
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Create a task in TMetric each time a new task is initiated in Bigin by Zoho CRM

Bigin by Zoho CRM + TMetric

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Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

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.

Note added

Triggers when a new note is added

Task created

Triggers when a new task is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Event created

Triggers when a new event is created

Company updated

Triggers when any detail of an existing company is updated

Contact updated

Triggers when any detail of an existing contact is updated

Task updated

Triggers when any detail of an existing task is updated

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Call created

Triggers when a new call is created

Contact created

Triggers when a new contact is created

Call updated

Triggers when any detail of an existing call is updated

Pipeline record created

Triggers when a new pipeline record is created

Product updated

Triggers when any detail of an existing product is updated

User added

Triggers when a new user is added

New task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create or update pipeline record

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

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

Add note

Adds a note to the selected module

Create call

Creates a new call

Send email

Sends an email to the specified contact

Create tag

Creates a new tag in the selected module

Create or update company

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

Create event

Creates a new event

Create or update product

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

Add tag to record

Adds a tag to the specified record

Create user

Creates a new user

Create task

Creates a new task

Update event

Updates the details of an existing event

Update pipeline record

Updates the details of an existing pipeline record

Update user

Updates the existing user

Update call

Updates the details of an existing call

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update product

Updates the details of an existing product

Update company

Updates the details of an existing company

Fetch pipeline record

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

Fetch event

Fetches the details of an existing event by title or ID

Fetch call

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

Fetch product

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

Fetch user

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

Fetch company

Fetches the details of an existing company by name or ID

Fetch contact

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

Fetch task

Fetches the details of an existing task by name or ID

Create time entry

Creates a time entry in the selected account

Create task

Creates a task in the selected project

Start timer

Starts the timer in the selected account

Stop timer

Stops the timer in the selected account

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 TMetric?

TMetric is a time-tracking app that lets you monitor flexible employee schedules, create invoices, and track your productivity.

Time Tracking

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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