Bigin by Zoho CRM + Zoho Books
Create new Zoho Books customers from new Bigin by Zoho CRM pipeline records
Effortlessly integrate Bigin by Zoho CRM and Zoho Books with this streamlined workflow. When a new pipeline record emerges in your Bigin CRM, this automation swiftly creates a new customer in Zoho Books. It not only simplifies your data management process but also enhances your customer service by ensuring that all your records are up-to-date and in one place. Maintain consistent information across platforms and save substantial time and effort with this workflow.
Effortlessly integrate Bigin by Zoho CRM and Zoho Books with this streamlined workflow. When a new pipeline record emerges in your Bigin CRM, this automation swiftly creates a new customer in Zoho Books. It not only simplifies your data management process but also enhances your customer service by ensuring that all your records are up-to-date and in one place. Maintain consistent information across platforms and save substantial time and effort with this workflow.
- When this happens...New Pipeline Record
Triggers when a new pipeline record is created.
- automatically do this!Create Customer
Creates a new customer.
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