

Integrate Bigin by Zoho CRM with IT Portal
Send information between Bigin by Zoho CRM and IT Portal automatically, without writing any code, using Zoho Flow.
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Add a new contact in IT Portal whenever a new contact is added in Bigin by Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in IT Portal each time a new contact is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new contact in IT Portal.


Add a new contact in IT Portal whenever a new contact is added in Bigin by Zoho CRM
Bigin by Zoho CRM + IT Portal

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Supported triggers and actions
Integrate Bigin by Zoho CRM and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Call updated
Triggers when any detail of an existing call is updated

Company updated
Triggers when any detail of an existing company is updated

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

Contact created or updated
Triggers when a new contact is created or updated

Call created
Triggers when a new call is created

Task updated
Triggers when any detail of an existing task is updated

Company created
Triggers when a new company is created

Pipeline record created or updated
Triggers when a new pipeline record is created or updated

Contact created
Triggers when a new contact is created

User added
Triggers when a new user is added

Product updated
Triggers when any detail of an existing product is updated

Product created
Triggers when a new product is created

Contact updated
Triggers when any detail of an existing contact is updated

Event updated
Triggers when any detail of an existing event is updated

Task created
Triggers when a new task 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.

Event created
Triggers when a new event is created

Pipeline record created
Triggers when a new pipeline record is created

Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated

Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated

Device created or updated
Triggers when a device is created or if the details of an existing device are updated

Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

Site created or updated
Triggers when a site is created or if the details of an existing site are updated

Company created or updated
Triggers when a company is created or if the details of an existing company are updated
All Actions - Actions are the automated tasks

Add note
Adds a note to the selected module

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

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

Send email
Sends an email to the specified contact

Create tag
Creates a new tag in the selected module

Create user
Creates a new user

Create task
Creates a new task

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 call
Creates a new call

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

Update user
Updates the existing user

Update event
Updates the details of an existing event

Update pipeline record
Updates the details of an existing pipeline record

Update contact
Updates the details of an existing contact

Update task
Updates the details of an existing task

Update call
Updates the details of an existing call

Update product
Updates the details of an existing product

Update company
Updates the details of an existing company

Add product to pipeline record
Adds a product to the selected pipeline record

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

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

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

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

Create knowledge base article
Creates a new knowledge base article

Add address
Adds a new address

Create site
Creates a new site

Create contact
Creates a new contact

Create company
Creates a new company

Update contact
Updates the details of an existing contact

Update company
Updates the details of an existing company

Update address
Updates the details of an existing address

Fetch knowledge base article
Fetches the details of an existing knowledge base article

Fetch site
Fetches the details of an existing site

Fetch company
Fetches the details of an existing company

Fetch contact
Fetches the details of an existing contact

Fetch device
Fetches the details of an existing device

Fetch configuration
Fetches the details of an existing configuration
What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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