Bigin by Zoho CRM is a lightweight CRM designed for small businesses to manage contacts, companies, deals (pipeline records), tasks, calls, and events.
Bigin by Zoho CRM currently provides 9 triggers that can start a workflow and 16 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
New Contact Created
Triggers when a new contact is created
Contact Updated
Triggers when a contact is updated
New Company Created
Triggers when a new company record is created
Company Updated
Triggers when a company record is updated
New Call Created
Triggers when a new call log is created
New Task Created
Triggers when a new task is created
New Event Created
Triggers when a new event is created
New Pipeline Record Created
Triggers when a new pipeline record is created
Pipeline Record Updated
Triggers when a pipeline record is updated
Create Company
Creates a Company Record
Update Company
Updates an existing Company and prepopulates its fields for editing.
Create Contact
Creates a Contact Record
Update Contact
Select and update an existing Contact record.
Create Task
Creates a new Task
Update Task
updates a Task
Create Call
Creates a Call Log Entry Record
Create Event
Creates a new event in Bigin
Update Event
Updates an existing event in Bigin
Create Pipeline
Creates a new pipeline record in Bigin
Update Pipeline
updates a pipeline record in Bigin
Search Pipeline Record
Searches deals by name via criteria or word
Search Company Record
Searches companies by full name (criteria) or word
Search Contact Record
Searches contacts by criteria, email, phone, or word
Search Product Record
Searches products by name/code via criteria or word
Search User
Locate users by email.
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Bigin by Zoho CRM event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Contact Created
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Bigin by Zoho CRM action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Company
Combine Bigin by Zoho CRM with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
New Contact Created
Finishes with
Create Company, then preserve the outcome in Coherence
The exact authentication fields depend on Bigin by Zoho CRM. The workflow structure stays straightforward:
Authorize the Bigin by Zoho CRM account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Bigin by Zoho CRM or provide a complementary trigger or action.
Bigin by Zoho CRM currently provides 9 triggers that can start a workflow and 16 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Bigin by Zoho CRM currently lists 9 triggers and 16 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Bigin by Zoho CRM triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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