Bigin by Zoho CRM + Zoho Bookings
Create or update deals in Bigin by Zoho CRM for new appointments booked in Zoho Bookings
Effortlessly manage your appointments and potential clients with this convenient workflow between Zoho Bookings and Bigin by Zoho CRM. When an appointment is booked in Zoho Bookings, a deal is created or updated in Bigin by Zoho CRM, ensuring all your customer information stays organized and up-to-date. Make the most of your sales opportunities without manual data entry or tracking.
Effortlessly manage your appointments and potential clients with this convenient workflow between Zoho Bookings and Bigin by Zoho CRM. When an appointment is booked in Zoho Bookings, a deal is created or updated in Bigin by Zoho CRM, ensuring all your customer information stays organized and up-to-date. Make the most of your sales opportunities without manual data entry or tracking.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
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