Integrate Bigin by Zoho CRM with Mercately
Send information between Bigin by Zoho CRM and Mercately automatically, without writing any code, using Zoho Flow.
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Create a new deal in Mercately when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with Mercately using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically creates a new deal in Mercately. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new deal in Mercately.
Create a new deal in Mercately when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Mercately
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Mercately using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
User added
Triggers when a new user is added
Event updated
Triggers when any detail of an existing event is updated
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Note added
Triggers when a new note is added
Contact created or updated
Triggers when a new contact is created or updated
Contact created
Triggers when a new contact is created
Product created
Triggers when a new product is created
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Product updated
Triggers when any detail of an existing product is updated
Company created or updated
Triggers when a new company is created or updated
Task updated
Triggers when any detail of an existing task is updated
Event created
Triggers when a new event is created
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Company updated
Triggers when any detail of an existing company is updated
Pipeline record created
Triggers when a new pipeline record is created
Contact updated
Triggers when any detail of an existing contact is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Fetch call
Fetches the details of an existing call
Fetch event
Fetches the details of an existing event
Fetch pipeline record
Fetches the details of an existing pipeline record
Fetch product
Fetches the details of an existing product
Add tags to record
Adds tags to the specified record
Create user
Creates a new user
Create company
Creates a new company
Create event
Creates a new event
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update product
Creates a new product or updates the details of an existing product
Create task
Creates a new task
Create tags
Creates a new tags in the selected module
Create note
Adds a note to the selected module
Create product
Creates a new product
Send email
Sends an email to the specified contact
Create or update contact
Creates a new contact or updates the details of an existing contact
Create contact
Creates a new contact
Create call
Creates a new call
Create pipeline record
Creates a new pipeline record
Create or update company
Creates a new company or updates the details of the company if it already exists
Update call
Updates the details of an existing call
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Remove tags from record
Removes existing tags from the specified record
Update task
Updates the details of an existing task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Update pipeline record
Updates the details of an existing pipeline record
Update user
Updates the existing user
Fetch company
Fetches the details of an existing company
Fetch user
Fetches the details of an existing user
Fetch contact
Fetches the details of an existing contact
Fetch task
Fetches the details of an existing task
Create deal
Creates a new deal
Create customer
Creates a new customer
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch deal by ID
Fetches the details of an existing deal using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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