Connect Engage and Bigin to Build Intelligent Automations

Choose a Trigger

Engage

When this happens...

Choose an Action

Bigin

Automatically do this!

Ready to use Engage and Bigin automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Runs when a new contact is created in Zoho Bigin.

New Deal Is Created

New Deal Is Created

Runs when a new deal is created in Zoho Bigin.

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Do thisActions

Action is the task that follows automatically within your Engage integrations.

Create Customer

Create Customer

Adds a new customer to your Engage account.

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List or Find Users

List or Find Users

Retrieve users from Engage — get all users or find a specific user by email or user ID.

Create Contact

Create Contact

Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.

Update Contact

Update Contact

Updates an existing contact in Bigin with the provided details.

Update Company

Update Company

Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.

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Frequently Asked Questions

How do I start an integration between Engage and Bigin?

To start, connect both your Engage and Bigin accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Bigin (or vice versa).

Can we customize how data from Engage is recorded in Bigin?

Absolutely. You can customize how Engage data is recorded in Bigin. This includes choosing which data fields go into which fields of Bigin, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Engage and Bigin?

The data sync between Engage and Bigin typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Engage to Bigin?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Engage and Bigin?

Yes, you can set conditional logic to control the flow of data between Engage and Bigin. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

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Bigin

About Bigin

Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.

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