Integrate Bigin by Zoho CRM with Unleashed Software

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

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Create a product in the Unleashed Software for every product created in the Bigin by Zoho CRM

Sync product details in real-time from your crm app to inventory management platform for increased productivity and system efficiency. This flow will create a new product in Unleashed Software for every new product created in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new product is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new product in Unleashed Software.
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Create a product in the Unleashed Software for every product created in the Bigin by Zoho CRM

Bigin by Zoho CRM + Unleashed Software

Build your own integrations between Bigin by Zoho CRM and Unleashed Software

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Supported triggers and actions

Integrate Bigin by Zoho CRM and Unleashed Software using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task updated

Triggers when any detail of an existing task is updated

Call created

Triggers when a new call is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

User added

Triggers when a new user is added

Contact created

Triggers when a new contact is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Company created

Triggers when a new company is created

Event updated

Triggers when any detail of an existing event is updated

Task created

Triggers when a new task is created

Contact updated

Triggers when any detail of an existing contact is updated

Product created

Triggers when a new product is created

Product updated

Triggers when any detail of an existing product is updated

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Call updated

Triggers when any detail of an existing call is updated

Company updated

Triggers when any detail of an existing company is updated

Event created

Triggers when a new event is created

Pipeline record created

Triggers when a new pipeline record is created

Note added

Triggers when a new note is added

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

Supplier created

Triggers when a new supplier is created

Warehouse stock transfer created

Triggers when a new warehouse stock transfer is created

Attribute set created

Triggers when a new attribute set is created

Stock adjustment created

Triggers when a new stock adjustment is created

Sales person created

Triggers when a new sales person is created

Sales order created

Triggers when a new sales order is created

Credit note created

Triggers when a new credit note is created

Assembly created

Triggers when a new assembly is created

Sales quote created

Triggers when a new sales quote is created

Bill of material created

Triggers when a new bill of material is created

Sales invoice created or updated

Triggers when a new sales invoice is created or the details of an existing sales invoice is updated

Product created or updated

Triggers when a new product is created or updated

Sales invoice created

Triggers when a new sales invoice is created

Customer created

Triggers when a new customer is created

Purchase order created

Triggers when a new purchase order is created

All Actions - Actions are the automated tasks

Send email

Sends an email to the specified contact

Create event

Creates a new event

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

Create or update product

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

Create task

Creates a new task

Create user

Creates a new user

Create tag

Creates a new tag in 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 call

Creates a new call

Add tag to record

Adds a tag to the specified record

Remove tag from record

Removes an existing tag from the specified record

Add note

Adds a note to the selected module

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

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

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

Fetch pipeline record

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

Create bill of materials

Creates a new bill of materias

Create attribute set

Creates a new attribute set

Create sales order

Creates a new sales order

Complete sales order

Completes a sales order

Create purchase order

Creates a new purchase order

Complete warehouse stock transfer

Completes the existing warehouse stock transfer

Create customer

Creates a new customer

Create warehouse stock transfer

Creates a new warehouse stock transfer

Complete assembly

Completes an existing assembly

Create stock adjustment

Creates a new stock adjustment

Create product

Creates a new product

Create or update sales person

Updates the details of an existing sales person

Update sales order

Updates the details of an existing sales order

Update product

Updates the details of an existing product

Update customer

Updates the details of an existing customer

Fetch product

Fetches the details of an existing product using Guid

Fetch sales quote

Fetches the details of an existing sales quote using Guid

Fetch credit note

Fetches the details of an existing credit note using Guid

Fetch stock adjustment

Fetches the details of an existing stock adjustment using Guid

Fetch sales order

Fetches the details of an existing sales order using Guid

Fetch attribute set

Fetches the details of an existing attribute set using Guid

Fetch assembly

Fetches the details of an existing assembly using Guid or assembly or disassembly number

Fetch bill of materials

Fetches the details of an existing bill of materials using Guid

Fetch sales invoice

Fetches the details of an existing sales invoice using Guid

Fetch warehouse stock transfer

Fetches the details of an existing warehouse stock transfer using transfer order number

Fetch purchase order

Fetches the details of an existing purchase order using Guid

Fetch supplier

Fetches the details of an existing supplier using Guid

Fetch customer

Fetches the details of an existing customer using Guid

Search sales quote

Searches the details of an existing sales quote using quote number

Search purchase order

Searches the details of existing purchase order using order number

Search customer

Searches the details of existing customer using customer code

Search product

Searches the details of existing product using product code

Search sales order

Searches the details of existing sales order using order number

Search sales invoice

Searches the details of an existing sales invoice using invoice number

Search assembly

Searches the details of an existing assembly using assembly number

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 Unleashed Software?

Unleashed software is an inventory management platform that gives your business real-time visibility of your stock — and total control of your purchasing, production, warehousing, and sales activity.

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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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