Bigin by Zoho CRM + Close Integration

Integrate Bigin by Zoho CRM to Close in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, update your CRM records, alert your sales team, and trigger automated follow-ups instantly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
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    Deal is updated in Bigin by Zoho CRM
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    Deal is created in Bigin by Zoho CRM
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    Task is created in Bigin by Zoho CRM
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    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Close
    Opportunity status change activity is updated in Close Instant
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    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
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    Membership is activated in Close Instant
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    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
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    Lead is created in Close Instant
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    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
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    Task is created in lead in Close Instant
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    SMS is created in Close Instant
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    Meeting is created in Close Instant
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    Note is created in Close
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2.
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
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    Search company by field in Bigin by Zoho CRM
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    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
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    Update contact in Bigin by Zoho CRM
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    List contact deals by contact id in Bigin by Zoho CRM
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    Update deal in Bigin by Zoho CRM
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    Search deal in Bigin by Zoho CRM
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    Search deal by ID in Bigin by Zoho CRM
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    Create company in Bigin by Zoho CRM
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    Search company in Bigin by Zoho CRM
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    Update company in Bigin by Zoho CRM
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    Get company by ID in Bigin by Zoho CRM
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    Create task in Bigin by Zoho CRM
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    Search task in Bigin by Zoho CRM
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    Update task in Bigin by Zoho CRM
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    Create call in Bigin by Zoho CRM
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    Create event in Bigin by Zoho CRM
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    Update event in Bigin by Zoho CRM
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    Search event in Bigin by Zoho CRM
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    Update product in Bigin by Zoho CRM
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    Search product in Bigin by Zoho CRM
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    Create product in Bigin by Zoho CRM
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    Get contact by ID in Bigin by Zoho CRM
  • Close
    Search contact in Close
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    Update lead in Close
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    Search lead in Close
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    Create lead in Close
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    Update task in Close
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    Create task in Close
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    Search task in Close
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    Search opportunity in Close
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    Update opportunity in Close
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    Create opportunity in Close
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    Create contact in Close
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    Update contact in Close
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    Create note in Close
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    Update note in Close
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    Search note in Close
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    Create email in Close
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    Search user in Close
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    Create SMS in Close
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    Create custom activity in Close
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    Run activity overview report in Close
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    Delete logged call in Close
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    Create export in Close
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    Run sent email report in Close
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    Subscribe Contact to Email Sequence in Close
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    Search custom activity in Close
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    Add address to lead in Close
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    Delete email in Close
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    Merge two leads in Close
  • Close
    Create bulk email in Close
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    Run opportunity report in Close
  • Close
    Create smart view in Close
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    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
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    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
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    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Close Integration

Capture leads, update contacts, sync deal stages, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Bigin by Zoho CRM + Close Integration

Create Close opportunity from new Bigin by Zoho CRM contact

Anytime a new contact is created in your Bigin by Zoho CRM, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Bigin by Zoho CRM - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Bigin by Zoho CRM + Close Integration

Create Close task for new Bigin by Zoho CRM contact

In Bigin by Zoho CRM, when you create a contact, it automatically creates a task in Close for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Close + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Close contact

In Close, when you create a contact, it automatically creates a task in Bigin by Zoho CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bigin by Zoho CRM + Close flow

Connect email, messaging, scheduling, marketing, billing, and payment tools to extend your sales pipeline automation. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Close
+
GmailGmail (8)
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SlackSlack (8)
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CalendlyCalendly (8)
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MailchimpMailchimp (8)
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QuickBooks OnlineQuickBooks Online (8)
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StripeStripe (8)
B
C
G
Create a Close lead from every new Bigin by Zoho CRM contact, and send a welcome email in Gmail
New Bigin by Zoho CRM contacts immediately appear in Close as leads while Gmail sends a welcome message, eliminating manual entry.
C
B
G
When a Close lead is created, add a contact in Bigin by Zoho CRM and send an alert email in Gmail
Close leads automatically populate Bigin by Zoho CRM contacts while Gmail notifies your team, ensuring complete alignment.
B
C
G
When a deal is updated in Bigin by Zoho CRM, update the Close opportunity and email the team via Gmail
Bigin by Zoho CRM deal updates instantly reflect in Close opportunities while Gmail keeps stakeholders informed.
C
B
G
Create a task in Close when a new email arrives in Gmail and update Bigin by Zoho CRM
Important prospect emails received in Gmail automatically generate follow-up tasks in Close and update Bigin by Zoho CRM records.
B
C
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If a new Bigin by Zoho CRM contact is enterprise tier, create a priority Close lead and email the sales head via Gmail
High-value Bigin by Zoho CRM contacts receive priority handling in Close and trigger immediate executive notification emails in Gmail.
C
B
G
When a Close opportunity is marked won, update the deal in Bigin by Zoho CRM and send a closing email in Gmail
Won opportunities in Close update corresponding Bigin by Zoho CRM deals and trigger celebratory confirmation emails in Gmail.
B
C
G
Use Claude to summarise every new Bigin by Zoho CRM contact, create a Close lead, and email the summary via Gmail
Claude generates smart contact summaries that feed into Close leads and get emailed via Gmail for quick review.
C
B
G
Turn every won Close deal into a Bigin by Zoho CRM deal, send a confirmation email in Gmail, and notify Slack
Won Close deals automatically update Bigin by Zoho CRM, trigger confirmation emails in Gmail, and broadcast updates in Slack.

Supported triggers and actions for Bigin by Zoho CRM and Close

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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What can you automate with Bigin by Zoho CRM + Close?

Streamline your sales pipeline by connecting contact creation, deal updates, task assignments, and multi-app workflows in one click.

What you can automate?
Sync new contacts into leads automatically
Every time a new contact is created in Bigin by Zoho CRM, a corresponding lead is generated in Close instantly. Eliminate manual data entry and start your sales outreach without delay.
📋
Capture every submitted custom field
Map all available Bigin by Zoho CRM contact attributes and deal properties straight into your Close records instead of basic names and emails. Your CRM data becomes far more actionable.
🔔
Alert your team the moment deals change
Send instant notifications to your sales channels whenever a Bigin by Zoho CRM deal or Close opportunity updates. Keep your entire team aligned on high-priority pipeline movements.
🔀
Route records based on submitted criteria
Evaluate incoming Bigin by Zoho CRM contacts and create priority Close leads for enterprise accounts while routing standard inquiries to general queues automatically.
🔄
Keep destination records fully updated
When contact details or deal stages change in Bigin by Zoho CRM, automatically update the matching opportunity in Close. Eliminate version conflicts across your sales stack.
🛡️
Prevent duplicate records intelligently
Search existing database entries before creating new Close leads or Bigin by Zoho CRM contacts. Maintain a pristine CRM database without manual deduplication effort.
🎯
Manage later status changes and wins
When a Close opportunity reaches closed won status, automatically update the corresponding Bigin by Zoho CRM deal stage and trigger celebratory notifications.
🔌
Extend your workflow to messaging apps
Connect your core Bigin by Zoho CRM and Close pipeline to Slack, Gmail, or Stripe to trigger invoices, welcome emails, and team alerts in a single multi-step automation.
And much more...

Who is Bigin by Zoho CRM + Close integration for?

Connect Bigin by Zoho CRM and Close to eliminate manual data entry, streamline pipeline management, and ensure real-time prospect synchronization for revenue teams.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations managers
Operations managers
Business development teams
Business development teams
Customer success leads
Customer success leads
📈
Performance marketers
You're running multi-channel campaigns tracked in Bigin by Zoho CRM, but your Close pipeline only updates when someone manually exports records, so your conversion metrics are always hours behind — this integration means every new contact lands in Close instantly and your pipeline data stays current.
Sales reps
You manage active conversations in Close but need to reference pipeline stages in Bigin by Zoho CRM, forcing you to constantly switch tabs and risk missing crucial prospect updates — automating both apps means every lead detail syncs automatically and you can respond to buyers without delay.
📊
Account managers
You report on client progress using records from Bigin by Zoho CRM, but manual data handoffs leave gaps in your reporting history that frustrate stakeholders — connecting these apps means every stage change updates reliably and your reports reflect true pipeline status.
⚙️
Operations managers
Your inbound inquiry volume in Bigin by Zoho CRM is too high for your team to manually copy into Close without introducing errors and duplicates — automating both apps means every contact record is created cleanly and your operational overhead drops significantly.
🤝
Business development teams
You depend on upstream prospect creation in Bigin by Zoho CRM before you can begin outbound sequencing in Close, causing frustrating handoff delays — this integration means every new prospect triggers downstream actions immediately and your outbound motion starts on time.
🛡️
Customer success leads
You need a reliable audit trail of customer interactions across Bigin by Zoho CRM and Close, but manual logging leads to missing history and blind spots — with this integration, every activity and status change is recorded accurately and your customer history remains complete.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Close

Build and manage your Bigin by Zoho CRM + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Close?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Close in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the integration for you. It takes seconds to link your accounts and sync contacts with apps like Gmail, Slack, and Stripe.
Can I automatically create Close leads when new contacts are added in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Close?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact updates in this integration?
Frequently Asked Questions
Can Close opportunity changes update Bigin by Zoho CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Close?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Close integration free?
Frequently Asked Questions
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