Connect Bigin by Zoho CRM and Slack to unlock the power of automation

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Quickly connect Bigin by Zoho CRM to Slack with a Zapier template.

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Send Slack channel messages for new deals in Bigin
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Bigin by Zoho CRM + Slack
Create channel messages in Slack for new tasks in Bigin by Zoho CRM
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Bigin by Zoho CRM + Slack
Send channel messages in Slack for updated deals in Bigin by Zoho CRM
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Bigin by Zoho CRM + Slack
Create Slack channel messages for new Bigin by Zoho CRM contacts
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Bigin by Zoho CRM + Slack
Send channel messages in Slack for updated contacts in Bigin by Zoho CRM
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Bigin by Zoho CRM + Slack
Create pipeline records in Bigin by Zoho CRM for new Slack channel messages
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Slack + Bigin by Zoho CRM

Send Slack channel messages for new deals in Bigin

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Bigin by Zoho CRM + Slack

Create channel messages in Slack for new tasks in Bigin by Zoho CRM

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Bigin by Zoho CRM + Slack

Send channel messages in Slack for updated deals in Bigin by Zoho CRM

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Bigin by Zoho CRM + Slack

Create Slack channel messages for new Bigin by Zoho CRM contacts

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Bigin by Zoho CRM + Slack

Send channel messages in Slack for updated contacts in Bigin by Zoho CRM

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Bigin by Zoho CRM + Slack

Create pipeline records in Bigin by Zoho CRM for new Slack channel messages

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Slack + Bigin by Zoho CRM

Send direct messages in Slack for new tasks in Bigin by Zoho CRM
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Bigin by Zoho CRM + Slack
Send Slack direct messages for updated pipeline records in Bigin by Zoho CRM
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Bigin by Zoho CRM + Slack

How Zapier works

Zapier makes it easy to integrate Bigin by Zoho CRM with Slack - no code necessary. See how you can get setup in minutes.

Select a trigger from Bigin by Zoho CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Bigin by Zoho CRM, a trigger could be "New Call."

A trigger is the event that kicks off your automated workflow.

Setup an action from Slack

An action is what takes place after the automation is triggered. For example, with Slack, the action could be "Add Reminder."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Bigin by Zoho CRM to Slack

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Bigin by Zoho CRM to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Bigin by Zoho CRM + Slack integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bigin by Zoho CRM and Slack

Can I set up notifications in Slack for any updates on deals in Bigin?

Yes, you can set up notifications in Slack to trigger whenever there are updates on deals in Bigin. This can be done using specific triggers such as 'Deal Updated' or 'Deal Stage Changed'. Once these triggers are activated, a corresponding action can be configured in Slack to send a notification.

Is it possible to create tasks in Bigin from Slack messages?

Absolutely, you can create tasks in Bigin directly from Slack messages. Use the 'New Message Posted' trigger from Slack and pair it with the 'Create Task' action in Bigin. This setup will automatically add a new task whenever specified messages are posted in Slack channels.

How do I ensure that new contacts added to Bigin appear in a specific Slack channel?

To achieve this, you’ll want to use the 'New Contact Added' trigger in Bigin and then set an action to post a message in your chosen Slack channel. This way, every time a new contact is added, your team is instantly informed via Slack.

Can I automate sending messages to clients via Slack when a deal is closed-won in Bigin?

Yes, we enable automation of client communication through the integration. When a deal is marked as closed-won using the 'Deal Closed-Won' trigger from Bigin, an automated message can be sent to client-specific or internal channels within Slack.

What should I do if my integration between Bigin and Slack stops working?

If your integration unexpectedly stops working, first check the connection status of both applications within our platform. Ensure that all permissions are correctly set and consider re-authenticating both apps if necessary. If issues persist, consult our support team for assistance.

Does this integration allow filtering of which deal updates get pushed to Slack?

Yes, when setting up your triggers like 'Deal Updated', you have options to apply filters so only certain deals meeting specific criteria will push updates into your chosen Slack channels.

Can we limit notifications only for high-priority tasks creation from Bigin into a designated channel on Slack?

Yes, prioritize notifications by utilizing filters during the setup of the trigger-action pair. You can configure it so that only high-priority tasks created under certain conditions appear on selected channels on Slack.

Connect Bigin by Zoho CRM and Slack to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Action
Write
- Organization
  Required
Action
Write

- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- Organization
  Required
- Event Title
- Start DateTime
Action
Search
- Organization
  Required
- Task Name
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- User Name
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Scheduled
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- Channel
  Required
- Reaction
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Channel
  Required
- Users
  Required
Action
Write
- Send Multi Message
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- User Email
- User
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- Company ID
  Required
- Optimized data
Action
Search
- Bot Name
- Optimized data
Action
Search

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- Organization
  Required
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Full Name
Action
Search
- Organization
  Required
- Deal Name
Action
Search
- Organization
  Required
- Product Name
- Product Code
Action
Search
- Organization
  Required
- User Email
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- User
Action
Write
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Channel Name
  Required
Action
Write
- Channel
  Required
- Topic
  Required
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- User Email
- Optimized data
Action
Search
- Full Name
  Required
- Optimized data
Action
Search

Learn how to automate Bigin by Zoho CRM on the Zapier blog

Learn how to automate Slack on the Zapier blog

About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

Learn more

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.