Integrate Bigin by Zoho CRM with ProductPlan

Send information between Bigin by Zoho CRM and ProductPlan automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Update the details of an existing external link in ProductPlan when a new contact is created in Bigin by Zoho CRM

Integrate Bigin by Zoho CRM with ProductPlan using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically updates the details of an existing external link in ProductPlan. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new contact is created in Bigin by Zoho CRM.
  2. Zoho Flow updates the details of an existing external link in ProductPlan.
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Update the details of an existing external link in ProductPlan when a new contact is created in Bigin by Zoho CRM

Bigin by Zoho CRM + ProductPlan

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Fetch the details of an existing planned bar using planned bar name in ProductPlan when a new contact is created in Bigin by Zoho CRM

Integrate Bigin by Zoho CRM with ProductPlan using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically fetches the details of an existing planned bar using planned bar name in ProductPlan. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new contact is created in Bigin by Zoho CRM.
  2. Zoho Flow fetches the details of an existing planned bar using planned bar name in ProductPlan.
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Fetch the details of an existing planned bar using planned bar name in ProductPlan when a new contact is created in Bigin by Zoho CRM

Bigin by Zoho CRM + ProductPlan

Build your own integrations between Bigin by Zoho CRM and ProductPlan

Connect Bigin by Zoho CRM and ProductPlan with over 1100+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bigin by Zoho CRM and ProductPlan 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

Parked bar created

Triggers when a new parked bar is created

Roadmap created

Triggers when a new roadmap is created

Planned bar created

Triggers when a new planned bar is created

External link created

Triggers when a new external link 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 comment

Creates a new comment

Create external link

Creates a new external link

Create parked bar

Creates a new bar with a status of parked

Update parked bar

Updates the details of an existing parked bar

Update planned bar

Updates the details of an existing planned bar

Update external link

Updates the details of an existing external link

Fetch comment

Fetches the details of an existing comment using ID

Fetch parked bar

Fetches the details of an existing parked bar using ID

Fetch roadmap

Fetches the details of an existing roadmap using ID

Fetch planned bar

Fetches the details of an existing planned bar using ID

Fetch external link

Fetches the details of an existing external link using ID

Fetch planned bar by name

Fetches the details of an existing planned bar using planned bar name

Fetch parked bar by name

Fetches the details of an existing parked bar using parked bar name

Fetch roadmap by name

Fetches the details of an existing roadmap using roadmap name

Fetch external link by name

Fetches the details of an existing external link using external link name

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

What is ProductPlan?

ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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