Bigin by Zoho CRM + Zoho Books
Create deals in Bigin by Zoho CRM for new customers in Zoho Books
Effortlessly grow your sales pipeline as soon as a new customer joins your business with this seamless workflow between Zoho Books and Bigin by Zoho CRM. Once a new customer is added in Zoho Books, a deal will be created in Bigin by Zoho CRM, allowing you to easily manage your sales process without manual data entry. Keep your sales team focused on nurturing relationships and closing deals by utilizing this time-saving automation.
Effortlessly grow your sales pipeline as soon as a new customer joins your business with this seamless workflow between Zoho Books and Bigin by Zoho CRM. Once a new customer is added in Zoho Books, a deal will be created in Bigin by Zoho CRM, allowing you to easily manage your sales process without manual data entry. Keep your sales team focused on nurturing relationships and closing deals by utilizing this time-saving automation.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
Reference Number
