
When this happens...

Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is created in Zoho Bigin.
Runs when a new deal is created in Zoho Bigin.
Action is the task that follows automatically within your Meeting BaaS integrations.
Send AI bots to meetings
Remove a bot from an ongoing meeting using the API
Get meeting recording and metadata.
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Updates an existing contact in Bigin with the provided details.
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.

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To start, connect both your Meeting BaaS and Bigin accounts to viaSocket. Once connected, you can set up a workflow where an event in Meeting BaaS triggers actions in Bigin (or vice versa).
Absolutely. You can customize how Meeting BaaS 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.
The data sync between Meeting BaaS and Bigin typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Meeting BaaS 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.
Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
Learn MoreBigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
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