Integrate Formsite with Bigin by Zoho CRM

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

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Add a new contact in Bigin by Zoho CRM for each new form submission received via Formsite

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Bigin by Zoho CRM from the responses collected via Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new contact or updates the details of an existing contact in Bigin by Zoho CRM.
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Add a new contact in Bigin by Zoho CRM for each new form submission received via Formsite

Formsite + Bigin by Zoho CRM

Build your own integrations between Formsite and Bigin by Zoho CRM

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Supported triggers and actions

Integrate Formsite and Bigin by Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

Task updated

Triggers when any detail of an existing task is updated

Call created

Triggers when a new call is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

User added

Triggers when a new user is added

Contact created

Triggers when a new contact is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Company created

Triggers when a new company is created

Event updated

Triggers when any detail of an existing event is updated

Task created

Triggers when a new task is created

Contact updated

Triggers when any detail of an existing contact is updated

Product created

Triggers when a new product is created

Product updated

Triggers when any detail of an existing product is updated

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Call updated

Triggers when any detail of an existing call is updated

Company updated

Triggers when any detail of an existing company is updated

Event created

Triggers when a new event is created

Pipeline record created

Triggers when a new pipeline record is created

Note added

Triggers when a new note is added

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

All Actions - Actions are the automated tasks

Send email

Sends an email to the specified contact

Create event

Creates a new event

Create or update company

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

Create or update contact

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

Create or update product

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

Create task

Creates a new task

Create user

Creates a new user

Create tag

Creates a new tag in the selected module

Create or update pipeline record

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

Create call

Creates a new call

Add tag to record

Adds a tag to the specified record

Remove tag from record

Removes an existing tag from the specified record

Add note

Adds a note to the selected module

Update contact

Updates the details of an existing contact

Update pipeline record

Updates the details of an existing pipeline record

Update event

Updates the details of an existing event

Update user

Updates the existing user

Update product

Updates the details of an existing product

Update call

Updates the details of an existing call

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update company

Updates the details of an existing company

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 task

Fetches the details of an existing task by name or ID

Fetch contact

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

Fetch call

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

Fetch event

Fetches the details of an existing event by title or ID

Fetch product

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

Fetch pipeline record

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

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

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

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 >

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Technical Engineer, Master Liveaboards

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