Bigin by Zoho CRM + Zoho Cliq Integration

Integrate Bigin by Zoho CRM to Zoho Cliq in one click, or tell Integrately AI how you want each contact handled. Track new leads, update your pipeline, notify your team instantly in chat, 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
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2.
  • 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
    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
  • 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
  • Zoho Cliq
    Send direct message in Zoho Cliq
  • Zoho Cliq
    Send channel message in Zoho Cliq
  • Zoho Cliq
    Broadcast a bot message in Zoho Cliq

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

Capture new contacts, notify your team in chat, update deals, and track follow-ups, all in just one click.

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

Send Zoho Cliq message for new Bigin by Zoho CRM task

With this Bigin by Zoho CRM - Zoho Cliq integration, whenever a new task is created in Bigin by Zoho CRM, message will be sent via Zoho Cliq. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Bigin by Zoho CRM + Zoho Cliq Integration

Send Zoho Cliq message for new Bigin by Zoho CRM deal

Whenever a new deal is created in your Bigin by Zoho CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Zoho Cliq message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Bigin by Zoho CRM - Zoho Cliq integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Activate
Bigin by Zoho CRM + Zoho Cliq Integration

Send Zoho Cliq message for new Bigin by Zoho CRM contact

Anytime a new contact is added to your Bigin by Zoho CRM, automatically send them a message through Zoho Cliq letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Bigin by Zoho CRM - Zoho Cliq integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Bigin by Zoho CRM + Zoho Cliq flow

Capture leads, update your spreadsheets, send targeted campaigns, and alert your team in chat. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Zoho Cliq
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Google SheetsGoogle Sheets (3)
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MailchimpMailchimp (2)
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HubSpotHubSpot (2)
+
GmailGmail (2)
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CalendlyCalendly (1)
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StripeStripe (1)
B
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Add every new Bigin by Zoho CRM contact to your Google Sheets spreadsheet, and notify your sales team in Zoho Cliq.
New Bigin by Zoho CRM contacts appear in Google Sheets instantly while your sales channel gets notified in Zoho Cliq, removing manual data entry.
B
G
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When a deal is created in Bigin by Zoho CRM, log it in Google Sheets and send a direct message in Zoho Cliq.
Track every new pipeline deal in your Google Sheets records and alert the account manager instantly in Zoho Cliq.
B
G
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When a company is updated in Bigin by Zoho CRM, update the Google Sheets row and broadcast a bot message in Zoho Cliq.
Keep your tracking spreadsheets synchronized whenever company details change in Bigin by Zoho CRM, and broadcast the update via Zoho Cliq.

Supported triggers and actions for Bigin by Zoho CRM and Zoho Cliq

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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Zoho Cliq
Zoho Cliq Triggers & Actions
No trigger is available
Send direct message in Zoho Cliq
Sends a private message to a recipient
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Send channel message in Zoho Cliq
Sends a message to a channel
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Broadcast a bot message in Zoho Cliq
Sends a pre-determined message to multiple recipients via a bot
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What can you automate with Bigin by Zoho CRM + Zoho Cliq?

Streamline your sales pipeline by connecting CRM events directly to your team communication hub.

What you can automate?
💬
Notify your team instantly in chat
Send a direct message or channel message in Zoho Cliq the moment a new contact is created or a deal is updated in Bigin by Zoho CRM. Your team stays informed without switching tabs.
📋
Capture every submitted field
Map all available contact details and custom fields from Bigin by Zoho CRM into your notification messages. Ensure your team sees complete information immediately.
🔔
Alert the right person on time
Route notifications to specific Zoho Cliq channels based on deal values or contact tiers. Make sure urgent inquiries reach the appropriate sales representative.
🔀
Conditional routing for leads
Send high-value deal notifications to senior leadership in Zoho Cliq while routing standard inquiries to general sales channels. Automate your internal communication logic.
🔄
Keep records updated continuously
Reflect pipeline changes across your connected apps whenever a company or contact is updated in Bigin by Zoho CRM. Maintain synchronized data effortlessly.
🔍
Search and update existing records
Check for existing contacts and companies in Bigin by Zoho CRM before creating new entries. Prevent duplicate records and keep your database clean.
🎯
Handle later status changes
Trigger automated chat announcements when deals move through pipeline stages, tasks are completed, or events are scheduled in Bigin by Zoho CRM.
🔗
Extend your flow to Google Sheets
Push new Bigin by Zoho CRM contact data into Google Sheets while simultaneously notifying your team in Zoho Cliq. Combine CRM data storage with real-time chat alerts.
And much more...

Who is Bigin by Zoho CRM + Zoho Cliq integration for?

Sales professionals and account managers struggle with manual handoffs and missed updates, but this integration connects Bigin by Zoho CRM and Zoho Cliq to keep teams aligned automatically.

Sales directors
Sales directors
Account executives
Account executives
Client success managers
Client success managers
Operations leads
Operations leads
Sales managers
Sales managers
CRM administrators
CRM administrators
📈
Sales directors
You're reviewing pipeline reports in Bigin by Zoho CRM but your chat updates only arrive when someone manually posts summaries, so the activity metrics you're optimising against are always a few hours behind — with this integration, every new deal lands in your chat instantly and your metrics stay current.
⚡
Account executives
You need to act fast when prospects register interest in Bigin by Zoho CRM, but you find out about new leads too late because notifications require manual checks — with this integration, every new contact triggers an instant direct message in Zoho Cliq so you can respond immediately.
🤝
Client success managers
You answer to stakeholders who want immediate progress updates on active accounts in Bigin by Zoho CRM, but compiling status reports by hand causes frustrating delays — with this integration, every account milestone triggers automatic channel updates in Zoho Cliq to keep clients informed.
⚙️
Operations leads
The volume of incoming leads in Bigin by Zoho CRM is too high for anyone to keep up by hand, resulting in missed handoffs and disorganized chats — with this integration, every pipeline event is processed instantly and routed to the correct Zoho Cliq channel without manual sorting.
🎯
Sales managers
You own the closing stage and depend on your reps to hand over pipeline updates from Bigin by Zoho CRM, but crucial details get lost in transit — with this integration, every deal update is automatically announced in Zoho Cliq so nothing falls through the cracks.
📋
CRM administrators
You need a reliable audit history of every record change in Bigin by Zoho CRM, but you keep finding gaps caused by missed manual notifications — with this integration, every contact and deal update is logged and announced in Zoho Cliq with complete accuracy.
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1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Zoho Cliq with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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24x5 Live Chat Support
24x5 Live Chat Support
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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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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Zoho Cliq?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Zoho Cliq in 1 click using ready-made templates on Integrately. Select your trigger event, connect your accounts, and let Integrately AI handle the setup process seamlessly alongside 1,500+ other apps.
Can I automatically send Zoho Cliq messages when a new contact is created in Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Zoho Cliq, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Zoho Cliq?
Frequently Asked Questions
How does Bigin by Zoho CRM data handle contact updates?
Frequently Asked Questions
Can I notify specific channels in Zoho Cliq based on deal stages?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Zoho Cliq?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Zoho Cliq integration free?
Frequently Asked Questions
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