Bigin by Zoho CRM + Process Street Integration
Integrate Bigin by Zoho CRM to Process Street in one click, or tell Integrately AI how you want each deal handled. Kick off onboarding workflows, assign tasks, update deals, and keep your team aligned automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Bigin by Zoho CRM- Company is created in Bigin by Zoho CRM
- Company is updated in Bigin by Zoho CRM
- Contact is updated in Bigin by Zoho CRM
- Deal is updated in Bigin by Zoho CRM
- Deal is created in Bigin by Zoho CRM
- Task is created in Bigin by Zoho CRM
- Event is created in Bigin by Zoho CRM
- Call is created in Bigin by Zoho CRM
- Product is created in Bigin by Zoho CRM
Data Set record is deleted in Process Street Instant- Data Set record is updated in Process Street Instant
- Data Set record is created in Process Street Instant
- Task is ready in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
2.
- Create deal in Bigin by Zoho CRM
- Search contact in Bigin by Zoho CRM
- Search company by field in Bigin by Zoho CRM
- Create contact in Bigin by Zoho CRM
- Update contact in Bigin by Zoho CRM
- List contact deals by contact id in Bigin by Zoho CRM
- Update deal in Bigin by Zoho CRM
- Search deal in Bigin by Zoho CRM
- Search deal by ID in Bigin by Zoho CRM
- Create company in Bigin by Zoho CRM
- Search company in Bigin by Zoho CRM
- Update company in Bigin by Zoho CRM
- Get company by ID in Bigin by Zoho CRM
- Create task in Bigin by Zoho CRM
- Search task in Bigin by Zoho CRM
- Update task in Bigin by Zoho CRM
- Create call in Bigin by Zoho CRM
- Create event in Bigin by Zoho CRM
- Update event in Bigin by Zoho CRM
- Search event in Bigin by Zoho CRM
- Update product in Bigin by Zoho CRM
- Search product in Bigin by Zoho CRM
- Create product in Bigin by Zoho CRM
- Get contact by ID in Bigin by Zoho CRM
- Delete Data Set Record in Process Street
- Create Data Set Record in Process Street
- Delete Comment in Process Street
- Update Comment in Process Street
- Create Task Comment in Process Street
- List Comments in Process Street
- Update Task in Process Street
- Approve or Reject Task in Process Street
- List Run Workflow Approvals in Process Street
- List Task Assignees in Process Street
- Unassign Task from User in Process Street
- Assign Task to User in Process Street
- List Tasks in Process Street
- Update Run workflow in Process Street
- Search Run Workflows in Process Street
- List Run Workflow Assignees in Process Street
- Unassign User from Run Workflow in Process Street
- Assign User to Run Workflow in Process Street
- Run workflow in Process Street
Trusted by experts at...
Ready Workflows for Bigin by Zoho CRM + Process Street Integration
Kick off workflows, assign tasks, update records, alert your team, and track progress, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Bigin by Zoho CRM + Process Street flow
Connect supporting tools to handle notifications, scheduling, emails, and data syncs across your entire stack. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
HubSpot (4)
HubSpot (4) +
Calendly (4)
Calendly (4) +
Google Drive (4)
Google Drive (4) +
Stripe (4)
Stripe (4) B
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When a deal is created in Bigin by Zoho CRM, run a workflow in Process Street and send a confirmation email in Gmail
New Bigin by Zoho CRM deals instantly trigger a Process Street workflow and notify stakeholders via Gmail, removing manual handoffs.
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When a contact is updated in Bigin by Zoho CRM, update the task in Process Street and send an email alert in Gmail
Contact updates in Bigin by Zoho CRM update active tasks in Process Street and send email summaries via Gmail automatically.
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When a workflow run is completed in Process Street, update the deal in Bigin by Zoho CRM and send an email in Gmail
Completed Process Street workflows automatically update Bigin by Zoho CRM deals and notify the team through Gmail.
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When a task is ready in Process Street, create a task in Bigin by Zoho CRM and email the assignee using Gmail
Ready Process Street tasks generate Bigin by Zoho CRM tasks and trigger notification emails in Gmail instantly.
Supported triggers and actions for Bigin by Zoho CRM and Process Street
Mix and match to build the exact automation you need
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
Try it → Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
Try it → Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
Try it → Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → What can you automate with Bigin by Zoho CRM + Process Street?
Connect your CRM pipeline with operational workflows to automate handoffs, sync updates, and eliminate manual tasks.
🚀
Trigger operational workflows from new sales deals
Automatically launch a Process Street workflow run the moment a new deal or contact is created in Bigin by Zoho CRM. Start client onboarding and fulfillment tasks without manual delays.
📋
Capture every submitted field in process records
Map all available contact, company, and deal details from Bigin by Zoho CRM directly into your Process Street records. Ensure execution teams have full context from the start.
🔔
Alert your team the moment tasks are ready
Send instant notifications to your team in Slack or Gmail whenever a workflow run is completed or a new task is ready in Process Street.
🔀
Route workflows based on submitted deal values
Direct different deals to specialized workflows depending on specific criteria submitted in Bigin by Zoho CRM. Handle enterprise accounts and standard orders through separate execution paths.
🔄
Keep CRM pipelines and workflows synchronized
Update corresponding deal stages and task statuses automatically across Bigin by Zoho CRM and Process Street whenever changes occur.
🔍
Search and update records to prevent duplicates
Search existing contacts and companies in Bigin by Zoho CRM before creating new records, ensuring your database remains clean and organized.
⏱️
Handle later status changes and task completions
Automatically update CRM records when tasks are checked off, workflows are completed, or data set records are modified in Process Street.
🔗
Extend your workflow to Gmail or Slack
Connect Bigin by Zoho CRM and Process Street with Gmail or Slack to notify stakeholders and send automated email confirmations as tasks progress.
And much more...
Who is Bigin by Zoho CRM + Process Street integration for?
Sales managers, operations leads, and account coordinators eliminate manual data entry and keep pipeline stages perfectly aligned with operational workflows.
Sales directors
Account executives
Client success managers
Operations teams
Project coordinators
Compliance officers
📈
Sales directors
You review pipeline numbers every morning but your deal reports only update when someone manually checks task statuses, so the metrics you are reviewing are always a few hours behind — this integration means every new deal triggers operational workflows instantly and your data stays current.
⚡
Account executives
You need to kick off client onboarding the moment a deal closes, but your team finds out too late because manual handoffs get delayed — automating both apps means every closed deal launches the correct process checklist immediately and you never miss a deadline.
🤝
Client success managers
You answer to clients who want to see active progress on their implementation workflows, but compiling updates by hand takes hours away from client calls — with this integration, every workflow update reflects in your CRM pipeline automatically and clients get timely status reports.
📊
Operations teams
The volume of incoming contacts and deals is too high for anyone to keep up with manual record creation across systems, leading to missed tasks — automating both apps means every contact and task populates across platforms instantly without manual overhead.
🔄
Project coordinators
You own the operational fulfillment step and depend on sales reps to hand over client details correctly, but crucial information often gets left out — connecting these apps means every form submission and deal detail transfers automatically into your execution queue.
📝
Compliance officers
You need a reliable history of every client interaction and process milestone, but manual log entries keep leaving gaps in your audit trail — this integration means every record creation and task completion is logged chronologically without human error.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Bigin by Zoho CRM + Process Street
Build and manage your Bigin by Zoho CRM + Process Street automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Bigin by Zoho CRM + Process Street with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Bigin by Zoho CRM to Process Street?
You can connect Bigin by Zoho CRM to Process Street in 1 click using Integrately. Choose from ready-made workflows or use Integrately AI to set up your automation with Gmail, Slack, and 1,500+ other apps.
Can I automatically trigger a Process Street workflow when a new deal is created in Bigin by Zoho CRM?
Can I connect Bigin by Zoho CRM, Process Street, and Slack?
What is a good Zapier alternative for Bigin by Zoho CRM and Process Street?
How does Bigin by Zoho CRM handle contact and deal data in this integration?
Can Process Street trigger actions based on checklist updates?
Do I need coding skills to automate Bigin by Zoho CRM and Process Street?
Is the Bigin by Zoho CRM and Process Street integration free?
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