Integrate Bigin by Zoho CRM with Retently

Integrate to trigger NPS/CSAT surveys after significant sales pipeline events, such as deal closures or customer interactions, and sync customer profiles to ensure up-to-date feedback and contact information.

Start Free Trial
RetentlyBigin by Zoho CRM logo

About Bigin by Zoho CRM

Bigin is a sales pipeline management software that allows users to manage deals, track activities, and keep all interactions with contacts organized.

Bigin by Zoho CRM logoRetently

Bigin by Zoho CRM to Retently

1

New Call

Triggers when a new call is added.
2

New Contact

Triggers when a new contact is created.
3

New Event

Triggers when a new event is added.
4

New Task

Triggers when a new task is added.
5

Updated Contact

Triggers when an existing contact is updated.
6

New Company

Triggers when a new company is created.
7

New Pipeline Record

Triggers when a new pipeline record is created.
8

New Product

Triggers when a new product is created.
9

Updated Company

Triggers when an existing company is updated.
10

Updated Pipeline Record

Triggers when a pipeline record is updated.
RetentlyBigin by Zoho CRM logo

Retently to Bigin by Zoho CRM

1

Create Call

Creates a new call.
2

Create or Update Contact

Creates a new contact or updates the details of the contact if a contact with the provided email address exists.
3

Create Event

Creates a new event.
4

Create Contact

Creates a new contact.
5

Create Product

Creates a new product.
6

Update Company

Updates an existing company.
7

Update Pipeline Record

Updates the details of an existing pipeline record.
8

Update Product

Updates an existing product.
9

API Request (Beta)

Makes a raw HTTP request using this integration's authentication.
10

Search Contact

Searches an existing contact.
11

Search Event

Searches an existing event.
12

Search Task

Searches an existing task.
13

Create or Update Company

Creates a new company or updates the details of the existing company.
14

Create or Update Pipeline Record

Creates a new pipeline record or updates the details of an existing pipeline record.
15

Create Company

Creates a new company.
16

Create Pipeline Record

Creates a new pipeline record.
17

Create Task

Creates a new task.
18

Update Contact

Updates an existing contact.
19

Update Event

Updates an existing event.
20

Update Task

Updates an existing task.
21

Search Company

Searches an existing company.
22

Search Pipeline Record

Searches an existing pipeline record.
23

Search Product

Searches an existing product.
24

Search User

Searches an existing user.

Similar App Families integrations

Integrate AI by Zapier with RetentlyAI by...zapier

Automate the analysis of NPS/CSAT/CES survey responses to generate insights and trigger follow-up actions,...

Learn more
Integrate Code by Zapier with RetentlyCode by...zapier

Use custom scripts to analyze survey responses in real-time, trigger specific actions based on...

Learn more
Integrate Delay by Zapier with RetentlyDelay by...zapier

Use Delay by Zapier to schedule NPS/CSAT surveys to be sent a few days...

Learn more
Integrate Digest by Zapier with RetentlyDigest by...zapier

Automatically collect and summarize NPS, CSAT, or CES survey responses over a period and...

Learn more
Integrate Email by Zapier with RetentlyEmail by...zapier

Automatically send personalized follow-up emails to customers after they submit a survey response or...

Learn more
Integrate Formatter by Zapier with RetentlyFormatter by...zapier

Use Formatter by Zapier to format customer names, dates, and other data fields before...

Learn more
Integrate LearnDash with RetentlyLearnDashzapier

Trigger NPS/CSAT surveys after course completion to gather feedback on the learning experience, sync...

Learn more
Integrate LinkedIn Ads with RetentlyLinkedIn Adszapier

Trigger NPS/CSAT surveys after a lead is collected from LinkedIn Ads to gauge initial...

Learn more
Integrate MemberPress with RetentlyMemberPresszapier

Trigger NPS/CSAT surveys after course completions or membership renewals, sync membership data and user...

Learn more
Integrate Microsoft Outlook with RetentlyMicrosoft Outlookzapier

Trigger NPS/CSAT surveys after specific email interactions or calendar events, sync customer contact details...

Learn more
Integrate Microsoft SharePoint with RetentlyMicrosoft SharePointzapier

Trigger NPS/CSAT surveys after significant document updates or project completions, sync customer-related data from...

Learn more
Integrate Paths by Zapier with RetentlyPaths by...zapier

Use conditional logic to trigger different actions based on survey scores, such as sending...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image