Connect Bigin and ClearCRM
Integrate Bigin with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Bigin when Get recent contracts from ClearCRM
Get Organization Details from Bigin when Get recent contracts from ClearCRM
Create Or Update Pipeline in Bigin when Get recent contracts from ClearCRM
Create Or Update Contact in Bigin when Get recent contracts from ClearCRM
Create Pipeline in Bigin when Get recent contracts from ClearCRM
Popular Bigin + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Create Contact in Bigin when Get recent contracts from ClearCRM
Use this flowGet Organization Details from Bigin when Get recent contracts from ClearCRM
Use this flowCreate Or Update Pipeline in Bigin when Get recent contracts from ClearCRM
Use this flowCreate Or Update Contact in Bigin when Get recent contracts from ClearCRM
Use this flowCreate Pipeline in Bigin when Get recent contracts from ClearCRM
Use this flowCreate Contact in Bigin when New Customer in Clearcrm
Use this flowGet Organization Details from Bigin when New Customer in Clearcrm
Use this flowCreate Or Update Pipeline in Bigin when New Customer in Clearcrm
Use this flowCreate Or Update Contact in Bigin when New Customer in Clearcrm
Use this flowCreate Pipeline in Bigin when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Do thisActions
Action is the task that follows automatically within your Bigin 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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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.
Learn more
About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and ClearCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bigin and ClearCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClearCRM. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Bigin. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bigin and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
