Connect Optform and Bigin to Build Intelligent Automations
Choose a Trigger
When this happens...
Receives New Form Submission
Choose an Action
Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
Ready to use Optform and Bigin automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
Do thisActions
Action is the task that follows automatically within your Optform integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
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Frequently Asked Questions
To start, connect both your Optform and Bigin accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in Bigin (or vice versa).
Absolutely. You can customize how Optform 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 Optform 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 Optform 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.
About Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn MoreAbout 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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