Integrate Bigin by Zoho CRM with Redbooth

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

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Create a new task in Redbooth each time a new task is created in Bigin by Zoho CRM

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Redbooth every time a new task is added 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 new task in Redbooth.
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Create a new task in Redbooth each time a new task is created in Bigin by Zoho CRM

Bigin by Zoho CRM + Redbooth

Build your own integrations between Bigin by Zoho CRM and Redbooth

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Supported triggers and actions

Integrate Bigin by Zoho CRM and Redbooth 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

New workspace

Triggers when a new workspace is created in the selected organization

New organization

Triggers when a new organization is created

New task list

Triggers when a new task list is created

New task

Triggers when a new task is created

New notification

Triggers when you have a new notification

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

Add comment

Adds a new comment

Create organization

Creates a new organization

Create task list

Creates a new task list

Create task

Creates a new task

Create workspace

Creates a new workspace in the selected organization

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 Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

Project Management

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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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

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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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