

Integrate Bigin by Zoho CRM with Forecast
Send information between Bigin by Zoho CRM and Forecast automatically, without writing any code, using Zoho Flow.
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Set up tasks in Forecast when new tasks are initiated in Bigin by Zoho CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Forecast whenever a new task is initiated in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Forecast.


Set up tasks in Forecast when new tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Forecast

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Supported triggers and actions
Integrate Bigin by Zoho CRM and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Company updated
Triggers when any detail of an existing company is updated

Contact created or updated
Triggers when a new contact is created or updated

Company created
Triggers when a new company is created

Pipeline record updated
Triggers when the details of an existing pipeline record are updated

Pipeline record created or updated
Triggers when a new pipeline record is created or updated

Task created
Triggers when a new task is created

Task updated
Triggers when any detail of an existing task is updated

Call created
Triggers when a new call is created

Contact created
Triggers when a new contact is created

Event updated
Triggers when any detail of an existing event is updated

Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Product created
Triggers when a new product is created

Contact updated
Triggers when any detail of an existing contact is updated

Call updated
Triggers when any detail of an existing call is updated

Note added
Triggers when a new note is added

Event created
Triggers when a new event is created

Product updated
Triggers when any detail of an existing product is updated

Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated

Pipeline record created
Triggers when a new pipeline record is created

User added
Triggers when a new user is added

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project is created
All Actions - Actions are the automated tasks

Add note
Adds a note to the selected module

Create event
Creates a new event

Remove tag from record
Removes an existing tag from the specified record

Create or update contact
Creates a new contact or updates the details of an existing contact

Send email
Sends an email to the specified contact

Create task
Creates a new task

Create or update company
Creates a new company or updates the details of the company if it already exists

Create tag
Creates a new tag in the selected module

Create or update product
Creates a new product or updates the details of an existing product

Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create user
Creates a new user

Create call
Creates a new call

Add tag to record
Adds a tag to the specified record

Update product
Updates the details of an existing product

Update call
Updates the details of an existing call

Update task
Updates the details of an existing task

Add product to pipeline record
Adds a product to the selected pipeline record

Update company
Updates the details of an existing company

Update contact
Updates the details of an existing contact

Update pipeline record
Updates the details of an existing pipeline record

Update event
Updates the details of an existing event

Update user
Updates the existing user

Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID

Fetch company
Fetches the details of an existing company by name or ID

Fetch user
Fetches the details of an existing user by email address or ID

Fetch task
Fetches the details of an existing task by name or ID

Fetch contact
Fetches the details of an existing contact by email address, name, or ID.

Fetch call
Fetches the details of an existing call by its ID or the contact ID

Fetch event
Fetches the details of an existing event by title or ID

Fetch product
Fetches the details of an existing product by ID, name, or code

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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