ElectroNeek + Bigin by Zoho CRM

Actions · 16

• Create Company

  Creates a Company Record

• Update Company

  Updates an existing Company and prepopulates its fields for editing.

• Create Contact

  Creates a Contact Record

• Update Contact

  Select and update an existing Contact record.

• Create Task

  Creates a new Task

• Update Task

  updates a Task

• Create Call

  Creates a Call Log Entry Record

• Create Event

  Creates a new event in Bigin

• Update Event

  Updates an existing event in Bigin

• Create Pipeline

  Creates a new pipeline record in Bigin

• Update Pipeline

  updates a pipeline record in Bigin

• Search Pipeline Record

  Searches deals by name via criteria or word

• Search Company Record

  Searches companies by full name (criteria) or word

• Search Contact Record

  Searches contacts by criteria, email, phone, or word

• Search Product Record

  Searches products by name/code via criteria or word

• Search User

  Locate users by email.

Triggers · 9

• New Contact Created

  Triggers when a new contact is created

• Contact Updated

  Triggers when a contact is updated

• New Company Created

  Triggers when a new company record is created

• Company Updated

  Triggers when a company record is updated

• New Call Created

  Triggers when a new call log is created

• New Task Created

  Triggers when a new task is created

• New Event Created

  Triggers when a new event is created

• New Pipeline Record Created

  Triggers when a new pipeline record is created

• Pipeline Record Updated

  Triggers when a pipeline record is updated