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Integrations · CRM

Connect Bigin by Zoho CRM to Coherence.

Bigin by Zoho CRM is a lightweight CRM designed for small businesses to manage contacts, companies, deals (pipeline records), tasks, calls, and events. 9 triggers can start a workflow, and 16 actions can run inside one.

New Contact CreatedCreate a Coherence record
A Coherence record changesCreate Company
Contact UpdatedUpdate a Coherence record
A Coherence workflow runsUpdate Company

TRIGGERS AND ACTIONS

Everything Bigin by Zoho CRM can do in a workflow.

Triggers start a workflow when something happens in Bigin by Zoho CRM. Actions are the steps a workflow can run there.

Triggers · 9New Contact CreatedContact UpdatedNew Company CreatedCompany UpdatedNew Call CreatedNew Task CreatedNew Event CreatedNew Pipeline Record CreatedPipeline Record Updated
Actions · 16Create CompanyUpdate CompanyCreate ContactUpdate ContactCreate TaskUpdate TaskCreate CallCreate EventUpdate EventCreate PipelineUpdate PipelineSearch Pipeline RecordSearch Company RecordSearch Contact RecordSearch Product RecordSearch User

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Bigin by Zoho CRM.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Bigin by Zoho CRM activity into CoherenceStart 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
or Contact Updated
Finishes with · Create or update a Coherence record
Act in Bigin by Zoho CRM from a Coherence workflowUse 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 changesFinishes with · Create Company
or Update Company
Connect Bigin by Zoho CRM to the wider customer workflowCombine 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
or Contact Updated
Finishes with · Create Company, then preserve the outcome in Coherence
or Update Company

SET UP

How to connect Bigin by Zoho CRM.

The exact authentication fields depend on Bigin by Zoho CRM. The workflow structure stays straightforward.

1Connect the accountAuthorize the Bigin by Zoho CRM account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Bigin by Zoho CRM or provide a complementary trigger or action.

QUESTIONS

Bigin by Zoho CRM integration questions.

What can I automate with the Bigin by Zoho CRM integration?

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.

How many Bigin by Zoho CRM triggers and actions are available?

Bigin by Zoho CRM currently lists 9 triggers and 16 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Bigin by Zoho CRM connect to other apps through Coherence?

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.

Do I need to write code to connect Bigin by Zoho CRM?

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.

Ready to connect Bigin by Zoho CRM?

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