Integrate Bigin by Zoho CRM with Zoho Survey

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

Build your own integrations between Bigin by Zoho CRM and Zoho Survey

Connect Bigin by Zoho CRM and Zoho Survey 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 Zoho Survey using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Call updated

Triggers when any detail of an existing call is updated

Pipeline record stage updated to closed

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

Event created

Triggers when a new event is created

User added

Triggers when a new user is added

Call created

Triggers when a new call 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 or updated

Triggers when a new pipeline record is created or updated

Event updated

Triggers when any detail of an existing event is updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Contact created

Triggers when a new contact is created

Note added

Triggers when a new note is added

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

Company created

Triggers when a new company is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Task updated

Triggers when any detail of an existing task is updated

Product updated

Triggers when any detail of an existing product is updated

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record created

Triggers when a new pipeline record is created

Product created

Triggers when a new product is created

Response completed

Triggers when a response is completed for the selected survey

Response added or updated

Triggers when a response is added or updated

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 pipeline record

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

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

Create user

Creates a new user

Create or update contact

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

Create or update company

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

Create tag

Creates a new tag in the selected module

Create task

Creates a new task

Create call

Creates a new call

Create or update product

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

Update event

Updates the details of an existing event

Update pipeline record

Updates the details of an existing pipeline record

Add product to pipeline record

Adds a product to the selected pipeline record

Update task

Updates the details of an existing task

Update product

Updates the details of an existing product

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 company

Updates the details of an existing company

Fetch call

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

Fetch user

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

Fetch pipeline record

Fetches the details of an existing pipeline record by its name 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 product

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

Fetch company

Fetches the details of an existing company by name or ID

Fetch event

Fetches the details of an existing event by title or ID

Send email invitation

Sends a survey invitation through email to the specified contact or email address

Create survey

Creates a new survey

Update survey

Updates the details of an existing survey by ID

Share Survey

The survey and its reports will be shared with your collaborators

Fetch survey report

Fetches the details of an existing survey report

Fetch survey

Fetches the details of an existing survey by 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 Zoho Survey?

Zoho Survey lets you create informative surveys with features like customizable themes, branching and logic, and live reporting. You can secure your surveys with multiple response protection and share them with your audience on websites, mails, or even offline.

Popular Survey 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.

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Custom functions

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

Learn more >

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