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
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
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow updates the details of an existing external link in ProductPlan.
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
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
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow fetches the details of an existing planned bar using planned bar name in ProductPlan.
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 1000+ 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
Note added
Triggers when a new note is added
Task updated
Triggers when any detail of an existing task is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Event created
Triggers when a new event is created
Event updated
Triggers when any detail of an existing event is updated
Contact updated
Triggers when any detail of an existing contact is updated
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Call created
Triggers when a new call is created
Contact created
Triggers when a new contact is created
Contact created or updated
Triggers when a new contact is created or updated
User added
Triggers when a new user is added
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Company updated
Triggers when any detail of an existing company is updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product created
Triggers when a new product 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
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
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
Parked bar created
Triggers when a new parked bar is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Create event
Creates a new event
Add tag to record
Adds a tag to the specified record
Create user
Creates a new user
Create or update contact
Creates a new contact or updates the details of an existing contact
Create call
Creates a new call
Create or update company
Creates a new company or updates the details of the company if it already exists
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
Remove tag from record
Removes an existing tag from the specified record
Send email
Sends an email to the specified contact
Create task
Creates a new task
Create tag
Creates a new tag in the selected module
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Add product to pipeline record
Adds a product to the selected pipeline record
Update task
Updates the details of an existing task
Update event
Updates the details of an existing event
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 user
Updates the existing user
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch event
Fetches the details of an existing event by title 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 contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
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?
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What is ProductPlan?
ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
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Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
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