Integrate Bigin by Zoho CRM with Recurly

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

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Create a product in Recurly for each product entry made in Bigin by Zoho CRM

Sync product details in real-time from your crm app to subscription management platform for increased productivity and system efficiency. This flow will create a matching product in Recurly for new products 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 item in Recurly.
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Create a product in Recurly for each product entry made in Bigin by Zoho CRM

Bigin by Zoho CRM + Recurly

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Supported triggers and actions

Integrate Bigin by Zoho CRM and Recurly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Note added

Triggers when a new note is added

Company updated

Triggers when any detail of an existing company is updated

Event updated

Triggers when any detail of an existing event is updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Event created

Triggers when a new event is created

Call created

Triggers when a new call is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Contact created or updated

Triggers when a new contact is created or updated

Contact created

Triggers when a new contact is created

User added

Triggers when a new user is added

Contact updated

Triggers when any detail of an existing contact is updated

Task updated

Triggers when any detail of an existing task is updated

Pipeline record created

Triggers when a new pipeline record is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Product updated

Triggers when any detail of an existing product is updated

Task created

Triggers when a new task is created

Call updated

Triggers when any detail of an existing call is updated

Item updated

Triggers when the details of an existing item are updated

Subscription updated

Triggers when the details of an existing subscription are updated

Account created

Triggers when a new account is added

Transaction completed

Triggers when a new transaction is successfully completed

Subscription created

Triggers when a new subscription is created

Account updated

Triggers when the details of an existing account are updated

Charge invoice created

Triggers when a new charge invoice is created

Item created

Triggers when a new item is created

All Actions - Actions are the automated tasks

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

Create or update contact

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

Add note

Adds a note to the selected module

Create event

Creates a new event

Remove tag from record

Removes an existing tag from the specified record

Create or update company

Creates a new company or updates the details of the company if it already exists

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

Update product

Updates the details of an existing product

Update company

Updates the details of an existing company

Update user

Updates the existing user

Add product to pipeline record

Adds a product to the selected pipeline record

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

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch product

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

Fetch task

Fetches the details of an existing task by name or ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch company

Fetches the details of an existing company by name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch pipeline record

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

Fetch user

Fetches the details of an existing user by email address or ID

Create item

Creates a new item

Add plan add-on

Adds a new plan add-on

Create subscription

Creates a new subscription

Add shipping address

Adds a new shipping address to the specified account

Create account

Creates a new account

Add coupon code

Adds a new coupon code

Add external payment for manual invoices

Adds an external payment for manual invoices using invoice ID or number

Create plan

Creates a new plan

Cancel subscription

Cancels an existing subscription using ID

Re-open account

Reactivates a closed account by account code or ID

Update invoice

Updates the details of an existing invoice

Update account

Updates the details of an existing account

Restore coupon

Restores an expired coupon by coupon ID or code

Fetch coupon

Fetches the details of an existing coupon by coupon code or ID

Fetch transaction

Fetches the details of an existing transaction by UUID or ID

Fetch plan

Fetches the details of an existing plan by plan code or ID

Fetch invoice

Fetches the details of an existing invoice by invoice number or ID

Fetch subscription

Fetches the details of an existing subscription by UUID or ID

Fetch shipping address

Fetches the shipping address of an existing account by account code or ID

Fetch account

Fetches the details of an existing account by account code or ID

Fetch billing information

Fetches the billing information of an existing account by account ID or code

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 Recurly?

Recurly is a subscription management platform that lets you keep track of subscribers, create customer subscriptions, collect payment details, bill customers based on their subscription plan type and more.

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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