Bigin by Zoho CRM + Erxes Integration

Integrate Bigin by Zoho CRM to Erxes in one click, or tell Integrately AI how you want each customer handled. Capture chats, create contacts, update deals, 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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
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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
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
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    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
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    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    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
  • Bigin by Zoho CRM
    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
  • 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

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

Capture new customers, create Bigin by Zoho CRM contacts, update deals, log activities, and alert your team, all in just one click.

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

Create Bigin by Zoho CRM task for new Erxes contact

Bigin by Zoho CRM and Erxes are two powerful cloud-based tools that can be used to improve business productivity. Using this Bigin by Zoho CRM - Erxes integration, you can automatically create task in Bigin by Zoho CRM whenever a new contact is created in Erxes.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Erxes + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Bigin by Zoho CRM contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Erxes + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM deal for new Erxes contact

This automation makes it easy to create new deals in Bigin by Zoho CRM when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, a new deal will automatically be created in Bigin by Zoho CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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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 + Erxes flow

Sync your customer data across CRMs, email tools, sales platforms, and team channels once your core pair runs. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Erxes
+
HubspotHubspot (5)
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MailchimpMailchimp (4)
+
SalesforceSalesforce (4)
+
PipedrivePipedrive (4)
+
IntercomIntercom (4)
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SlackSlack (4)
E
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When a new customer is created in Erxes, create a contact in Bigin by Zoho CRM and create a contact in HubSpot.
Erxes customer data populates Bigin by Zoho CRM and HubSpot simultaneously without manual data entry.
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When a form submission is received in Erxes, create a deal in Bigin by Zoho CRM and create a deal in HubSpot.
New Erxes form submissions instantly generate deals in both Bigin by Zoho CRM and HubSpot.
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When a company is created in Erxes, add the company in Bigin by Zoho CRM and create a company in HubSpot.
Erxes company records automatically appear in Bigin by Zoho CRM and HubSpot.
E
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Use Claude to evaluate Erxes form submissions, create a deal in Bigin by Zoho CRM, and create a HubSpot contact.
Claude analyses Erxes submissions to route qualified prospects into Bigin by Zoho CRM and HubSpot.
E
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When a customer is updated in Erxes, update the contact in Bigin by Zoho CRM and update the contact in HubSpot.
Customer profile updates in Erxes instantly reflect in Bigin by Zoho CRM and HubSpot records.

Supported triggers and actions for Bigin by Zoho CRM and Erxes

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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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
Try it →
Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available

What can you automate with Bigin by Zoho CRM + Erxes?

Streamline your customer journey by connecting Erxes chats and form submissions directly to your Bigin by Zoho CRM sales pipeline.

What you can automate?
Create CRM contacts from new chat customers
Generate a contact in Bigin by Zoho CRM automatically whenever a new customer is created in Erxes. Eliminate manual data entry and ensure every lead is captured instantly.
📝
Capture every submitted form field
Map all form submission data received in Erxes directly into custom fields within your Bigin by Zoho CRM contact and deal records for complete context.
🔔
Alert sales teams instantly
Notify your team the moment a high-value form submission is received in Erxes so sales representatives can follow up with prospects immediately.
🔀
Route leads based on submitted criteria
Update or create deals in Bigin by Zoho CRM differently depending on specific company size or budget details submitted through your Erxes chat widget.
🔄
Keep customer profiles synchronized
Update existing Bigin by Zoho CRM contacts automatically whenever a customer modifies their profile information or contact details in Erxes.
🔍
Prevent duplicate records
Search for existing contact records in Bigin by Zoho CRM before creating new entries to maintain a clean and organised sales pipeline.
📅
Manage follow-up tasks efficiently
Trigger follow-up tasks in Bigin by Zoho CRM whenever knowledge base articles or support topics are interacted with in Erxes.
💬
Extend flows to team communication tools
Send instant deal notifications and updates to your team communication channel in Slack whenever Erxes triggers a new Bigin by Zoho CRM action.
And much more...

Who is Bigin by Zoho CRM + Erxes integration for?

Connecting Erxes conversations with Bigin by Zoho CRM pipelines helps sales, support, and marketing teams track leads and close deals without manual data entry.

Sales managers
Sales managers
Support supervisors
Support supervisors
Business executives
Business executives
Customer success leads
Customer success leads
Marketing directors
Marketing directors
Operations specialists
Operations specialists
📈
Sales managers
You're tracking pipeline stages in Bigin by Zoho CRM but customer conversations in Erxes live in a separate chat tool, so your deal notes are always incomplete — this integration means every chat detail lands in your CRM instantly.
🎧
Support supervisors
Customer issues arrive via Erxes chats but follow-up tasks in Bigin by Zoho CRM get logged late, leaving clients waiting — connecting these apps means every conversation translates to an immediate CRM task.
💼
Business executives
You review pipeline reports weekly but customer data updates lag behind actual conversations, so your revenue forecasts are inaccurate — automating both apps means your CRM reflects real-time customer interactions.
🤝
Customer success leads
You need immediate context on customer chats in Erxes before updating Bigin by Zoho CRM deals, but manual lookups slow you down — with this integration, contact records update automatically.
🎯
Marketing directors
Form submissions in Erxes need to be routed to sales reps in Bigin by Zoho CRM immediately, but manual handoffs cause delays — automating both apps means leads flow straight to pipeline owners.
⚙️
Operations specialists
You rely on clean contact histories in Bigin by Zoho CRM, but manual data entry from Erxes leads to missing records — this integration means every customer interaction is logged accurately.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Erxes

Build and manage your Bigin by Zoho CRM + Erxes 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 + Erxes 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?

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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 Erxes?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Erxes in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations with apps like Hubspot, Mailchimp, Salesforce, Pipedrive, Intercom, and Slack.
Can I automatically create Bigin by Zoho CRM contacts from Erxes form submissions?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Erxes, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Erxes?
Frequently Asked Questions
How does Bigin by Zoho CRM handle data synchronization with Erxes?
Frequently Asked Questions
How does Erxes trigger automations in Bigin by Zoho CRM?
Frequently Asked Questions
Can I automate this integration without coding skills?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Erxes integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Erxes With 1500+ Other Apps

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