

Integrate Bigin by Zoho CRM with Helpwise
Send information between Bigin by Zoho CRM and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Initiate a welcome email using Helpwise when a new company is created in Bigin by Zoho CRM
Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Helpwise for newly created companies in Bigin by Zoho CRM.
How it works
- The flow triggers when a new company is created in Bigin by Zoho CRM.
- Zoho Flow sends an email to the specified customer in Helpwise.


Initiate a welcome email using Helpwise when a new company is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Helpwise


Create a new contact in Helpwise whenever a new contact is created in Bigin by Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Helpwise whenever a new contact is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new contact in Helpwise.


Create a new contact in Helpwise whenever a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Helpwise

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Supported triggers and actions
Integrate Bigin by Zoho CRM and Helpwise 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

Contact created
Triggers when a new contact is created
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

Send email
Sends an email to the specified customer

Create contact
Creates a new contact

Send SMS
Sends an SMS message to the specified customer

Send WhatsApp message
Sends a WhatsApp message to the specified customer
What is Bigin by Zoho CRM?
Similar apps
What is Helpwise?
Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.
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