Integrate Happyforms with Bigin by Zoho CRM
Send information between Happyforms and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact in Bigin by Zoho CRM for each form entry generated by Happyforms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Bigin by Zoho CRM using the form responses obtained from Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact or updates the details of an existing contact in Bigin by Zoho CRM.
Create a new contact in Bigin by Zoho CRM for each form entry generated by Happyforms
Happyforms + Bigin by Zoho CRM
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Supported triggers and actions
Integrate Happyforms and Bigin by Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Company updated
Triggers when any detail of an existing company is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created or updated
Triggers when a new contact is created or updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
User added
Triggers when a new user is added
Pipeline record created
Triggers when a new pipeline record is created
Note added
Triggers when a new note is added
Call updated
Triggers when any detail of an existing call is updated
Product updated
Triggers when any detail of an existing product is updated
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Contact updated
Triggers when any detail of an existing contact is updated
Contact created
Triggers when a new contact is created
Event updated
Triggers when any detail of an existing event is updated
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
All Actions - Actions are the automated tasks
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
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 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 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 or update contact
Creates a new contact or updates the details of an existing contact