Integrate Bigin by Zoho CRM with Robly

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

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Create a new contact is in Robly each time a new contact is created in Bigin by Zoho CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Robly whenever a new contact is added in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Bigin by Zoho CRM.
  2. Zoho Flow adds a new contact in Robly.
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Create a new contact is in Robly each time a new contact is created in Bigin by Zoho CRM

Bigin by Zoho CRM + Robly

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Supported triggers and actions

Integrate Bigin by Zoho CRM and Robly 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 added

Triggers when a new contact is added

List created

Triggers when a new list is created

Contact unsubscribed

Triggers when a contact has unsubscribed

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 list

Creates a new list

Create contact

Adds a new contact

Add contact to sub list

Adds a new or existing contact to a sub list

Update full contact details

Updates the details of a contact including sub lists.

Find contact

Searches for a contact by email address

Unsubscribe contact

Unsubscribes a contact

Remove contact from list

Removes a contact from the selected list

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 Robly?

Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.

Marketing Automation

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

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CEO, Lakeside CNC Group

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Director, Perth Security Services

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