Bigin by Zoho CRM + ERP Next Integration

Integrate Bigin by Zoho CRM to ERP Next in one click, or tell Integrately AI how you want each lead handled. Create leads, sync customer details, update records, and trigger follow-ups automatically.

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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
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    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
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
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2.
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + ERP Next Integration

Capture leads, sync records, update customer profiles, and trigger accounting entries, all in just one click.

Most popular automationsmost-popular-automations
Bigin by Zoho CRM + ERP Next Integration

Create ERP Next customer for new Bigin by Zoho CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bigin by Zoho CRM - ERP Next integration, anytime a new Bigin by Zoho CRM contact is created, an ERP Next customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Bigin by Zoho CRM + ERP Next flow

Connect marketing, finance, and messaging tools to your CRM and ERP operations. Pick a combination and activate it in one click.

Bigin by Zoho CRM
ERP Next
+
QuickBooks OnlineQuickBooks Online (8)
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HubspotHubspot (8)
+
PipedrivePipedrive (8)
+
MailchimpMailchimp (8)
+
Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
B
Q
E
Create a QuickBooks Online customer when a deal is created in Bigin by Zoho CRM, and create a lead in ERP Next
New Bigin by Zoho CRM deals instantly generate customers in QuickBooks Online and leads in ERP Next without manual data entry.
B
Q
E
Create a QuickBooks Online invoice when a contact is created in Bigin by Zoho CRM, and add a lead in ERP Next
New Bigin by Zoho CRM contacts trigger QuickBooks Online invoices and ERP Next leads instantly.
B
Q
E
When a Bigin by Zoho CRM deal is updated, update the QuickBooks Online customer and update the lead in ERP Next
Deal changes in Bigin by Zoho CRM update QuickBooks Online customer records and ERP Next leads automatically.
B
Q
E
Create a QuickBooks Online task for every Bigin by Zoho CRM task, and create an ERP Next lead
Tasks created in Bigin by Zoho CRM automatically generate QuickBooks Online records and ERP Next leads.
B
Q
E
If a Bigin by Zoho CRM deal value exceeds 10000, create a QuickBooks Online enterprise customer and create an ERP Next lead
High-value Bigin by Zoho CRM deals automatically create priority QuickBooks Online customer accounts and ERP Next leads.
Q
B
E
When a QuickBooks Online invoice is paid, update the deal in Bigin by Zoho CRM and update the lead in ERP Next
Paid QuickBooks Online invoices update the deal status in Bigin by Zoho CRM and update records in ERP Next.
B
Q
E
Use ChatGPT to summarise every new Bigin by Zoho CRM deal, create a QuickBooks Online note, and log it in ERP Next
ChatGPT summarises Bigin by Zoho CRM deals for QuickBooks Online records and ERP Next logs automatically.
B
Q
E
S
Turn every won Bigin by Zoho CRM deal into a QuickBooks Online customer, create an ERP Next lead, and notify Slack
Won Bigin by Zoho CRM deals generate QuickBooks Online accounts, ERP Next leads, and Slack team alerts.

Supported triggers and actions for Bigin by Zoho CRM and ERP Next

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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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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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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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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ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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What can you automate with Bigin by Zoho CRM + ERP Next?

Streamline your sales pipeline and ERP operations with automated data syncing.

What you can automate?
🔄
Sync sales deals into ERP records
Automatically create ERP Next leads and customer records whenever new opportunities or deals are created in Bigin by Zoho CRM.
📋
Capture every submitted CRM field
Map all available contact and company details from Bigin by Zoho CRM straight into ERP Next fields instead of only basic names.
🔔
Alert your team instantly
Trigger instant team notifications in Slack or email the moment a high-value deal is created or updated in Bigin by Zoho CRM.
🔀
Route records based on submitted criteria
Apply conditional logic to send enterprise accounts to dedicated ERP workflows while standard deals follow regular processing.
🔄
Keep records updated across systems
Automatically update corresponding records in ERP Next whenever contact details or deal stages change in Bigin by Zoho CRM.
🔍
Prevent duplicate data creation
Search existing records before creating entries in ERP Next, ensuring customer profiles remain clean and unified.
💳
Handle later status changes
Automatically update ERP fulfillment and CRM deal stages when invoices are paid or documents are submitted.
🔌
Extend your workflow to secondary apps
Connect Google Sheets, Slack, or QuickBooks Online to your Bigin by Zoho CRM and ERP Next flow for complete operational visibility.
And much more...

Who is Bigin by Zoho CRM + ERP Next integration for?

Sales representatives and finance managers rely on this integration to eliminate manual data entry, keeping customer records and inventory fulfillment synchronized.

Finance and operations managers
Finance and operations managers
Sales representatives
Sales representatives
Account executives
Account executives
Operations teams
Operations teams
Finance managers
Finance managers
CRM administrators
CRM administrators
📈
Finance and operations managers
You're reviewing revenue reports but your accounting figures only update when someone manually exports CRM records, so the totals you're planning against are always a few hours behind — with this integration, every new deal populates your ERP records instantly and your data stays current.
Sales representatives
You're closing new accounts in your sales pipeline but find out too late that inventory fulfillment has delayed processing, so customer onboarding stalls — with this integration, every closed deal triggers ERP fulfillment records automatically and keeps your workflow moving.
🤝
Account executives
You answer to clients who want immediate confirmation of their order processing status, but manual handoffs leave you digging through spreadsheets — with this integration, every CRM update synchronizes directly with your ERP system and keeps client records accurate.
📊
Operations teams
The volume of daily customer signups is too high for anyone to keep up by hand, leading to missed fulfillment orders and billing errors — with this integration, every new contact and deal flows straight into your ERP system without manual intervention.
💼
Finance managers
You own the invoicing step and depend on sales reps to hand over closed deal details, but missing records create accounting gaps — with this integration, every CRM deal instantly generates the necessary financial and inventory records in your ERP.
🔍
CRM administrators
You need a reliable history of customer interactions across sales and accounting, but keep finding gaps where manual data entry was skipped — with this integration, every transaction and contact history is automatically preserved across both platforms.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + ERP Next

Build and manage your Bigin by Zoho CRM + ERP Next 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 + ERP Next 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to ERP Next?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to ERP Next in 1 click using ready automation templates on Integrately. For custom workflows, use Integrately AI to build and configure your multi-step automations instantly.
Can I automatically create ERP Next leads when a deal is created in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, ERP Next, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and ERP Next?
Frequently Asked Questions
How are contact and deal updates handled between Bigin by Zoho CRM and ERP Next?
Frequently Asked Questions
Can ERP Next document submissions update Bigin by Zoho CRM deals?
Frequently Asked Questions
Do I need coding skills to connect Bigin by Zoho CRM and ERP Next?
Frequently Asked Questions
Is the Bigin by Zoho CRM and ERP Next integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or ERP Next With 1500+ Other Apps

Bigin by Zoho CRM
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