Integrate Happyforms with Bigin by Zoho CRM

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

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Create a new contact in Bigin by Zoho CRM for each form entry generated by Happyforms

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Bigin by Zoho CRM using the form responses obtained from Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact or updates the details of an existing contact in Bigin by Zoho CRM.
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Create a new contact in Bigin by Zoho CRM for each form entry generated by Happyforms

Happyforms + Bigin by Zoho CRM

Build your own integrations between Happyforms and Bigin by Zoho CRM

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Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

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

Company updated

Triggers when any detail of an existing company is 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

Event created

Triggers when a new event is created

Call created

Triggers when a new call is created

Pipeline record updated

Triggers when the details of an existing pipeline record are 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

Contact created

Triggers when a new contact is created

User added

Triggers when a new user is added

Contact updated

Triggers when any detail of an existing contact is updated

Task updated

Triggers when any detail of an existing task 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 updated

Triggers when any detail of an existing product is updated

Task created

Triggers when a new task is created

Call updated

Triggers when any detail of an existing call is updated

All Actions - Actions are the automated tasks

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 call

Creates a new call

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 contact

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

Add note

Adds a note to the selected module

Create event

Creates a new event

Remove tag from record

Removes an existing tag from the specified record

Create or update company

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

Send email

Sends an email to the specified contact

Create tag

Creates a new tag in the selected module

Create user

Creates a new user

Create task

Creates a new task

Update product

Updates the details of an existing product

Update company

Updates the details of an existing company

Update user

Updates the existing user

Add product to pipeline record

Adds a product to the selected pipeline record

Update event

Updates the details of an existing event

Update pipeline record

Updates the details of an existing pipeline record

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Update call

Updates the details of an existing call

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 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 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 user

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

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms New WordPress Plugins

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.

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Custom functions

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

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Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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