Connect Bigin and Capterra to Build Intelligent Automations

Choose a Trigger

Bigin

When this happens...

Choose an Action

Capterra

Automatically do this!

Enable Integrations or automations with these events of Bigin and Capterra

Enable Integrations or automations with these events of Bigin and Capterra

Triggers

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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Actions

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.

Get Organization Details

Get Organization Details

Retrieves the details of the organization.

Create Or Update Pipeline

Create Or Update Pipeline

Creates a new pipeline or updates an existing pipeline in Bigin.

Create Or Update Contact

Create Or Update Contact

Creates a new contact or updates an existing contact matched by email.

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Frequently Asked Questions

How do I start an integration between Bigin and Capterra?

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

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

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

How often does the data sync between Bigin and Capterra?

The data sync between Bigin and Capterra 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 Bigin to Capterra?

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 Bigin and Capterra?

Yes, you can set conditional logic to control the flow of data between Bigin and Capterra. 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.

Bigin

About Bigin

Bigin 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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Capterra

About Capterra

Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.

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