Integrate Bigin by Zoho CRM with Clinked

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

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Create a new task in Clinked each time a new task is created in Bigin by Zoho CRM

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Clinked every time a new task is added in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new task is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new task in Clinked.
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Create a new task in Clinked each time a new task is created in Bigin by Zoho CRM

Bigin by Zoho CRM + Clinked

Build your own integrations between Bigin by Zoho CRM and Clinked

Connect Bigin by Zoho CRM and Clinked with over 800+ 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 Clinked using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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.

Note added

Triggers when a new note is added

Task created

Triggers when a new task is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Event created

Triggers when a new event is created

Company updated

Triggers when any detail of an existing company is updated

Contact updated

Triggers when any detail of an existing contact is updated

Task updated

Triggers when any detail of an existing task is updated

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Call created

Triggers when a new call is created

Contact created

Triggers when a new contact is created

Call updated

Triggers when any detail of an existing call is updated

Pipeline record created

Triggers when a new pipeline record is created

Product updated

Triggers when any detail of an existing product is updated

User added

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create or update pipeline record

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

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

Add note

Adds a note to the selected module

Create call

Creates a new call

Send email

Sends an email to the specified contact

Create tag

Creates a new tag in the selected module

Create or update company

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

Create event

Creates a new event

Create or update product

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

Add tag to record

Adds a tag to the specified record

Create user

Creates a new user

Create task

Creates a new task

Update event

Updates the details of an existing event

Update pipeline record

Updates the details of an existing pipeline record

Update user

Updates the existing user

Update call

Updates the details of an existing call

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update product

Updates the details of an existing product

Update company

Updates the details of an existing company

Fetch pipeline record

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

Fetch event

Fetches the details of an existing event by title or ID

Fetch call

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

Fetch product

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

Fetch user

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

Fetch company

Fetches the details of an existing company by name or ID

Fetch contact

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

Fetch task

Fetches the details of an existing task by name or ID

Create or update folder

Creates a new folder or updates an existing folder

Create member

Creates a new member

Create event

Creates a new event

Create discussion

Creates a new discussion

Create note

Creates a new note

Create task

Creates a new task

Duplicate a group

Duplicates an existing group

Create group

Creates a new group

Update member

Updates the details of the specified member

Fetch member

Fetches the details of an existing member by username

Fetch group

Fetches the details of an existing group by group ID

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 Clinked?

Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.

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.

Learn more >

Custom functions

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

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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