nerve
Bigin by Zoho CRM + Nerve
Bigin by Zoho CRM is a lightweight CRM designed for small businesses to manage contacts, companies, deals (pipeline records), tasks, calls, and events.
What Nerve can do with Bigin by Zoho CRM
Look things up 5
Search Pipeline Record
Search Pipeline Record. Searches deals by name via criteria or word
Search Company Record
Search Company Record. Searches companies by full name (criteria) or word
Search Contact Record
Search Contact Record. Searches contacts by criteria, email, phone, or word
Search Product Record
Search Product Record. Searches products by name/code via criteria or word
Search User
Search User. Locate users by email
Make changes 11
Create Company
Create Company. Creates a Company Record
Update Company
Update Company. Updates an existing Company and prepopulates its fields for editing
Create Contact
Create Contact. Creates a Contact Record
Update Contact
Update Contact. Select and update an existing Contact record
Create Task
Create Task. Creates a new Task
Update Task
Update Task. updates a Task
Create Call
Create Call. Creates a Call Log Entry Record
Create Event
Create Event. Creates a new event in Bigin
Update Event
Update Event. Updates an existing event in Bigin
Create Pipeline
Create Pipeline. Creates a new pipeline record in Bigin
Update Pipeline
Update Pipeline. updates a pipeline record in Bigin
Start a workflow when something happens in Bigin by Zoho CRM
- New Contact Created
- Contact Updated
- New Company Created
- Company Updated
- New Call Created
- New Task Created
- New Event Created
- New Pipeline Record Created
- Pipeline Record Updated
Works with
- Agents. An Agent can use Bigin by Zoho CRM when you grant it the capability.
- Workflows. Bigin by Zoho CRM can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Bigin by Zoho CRM is touched.
You connect with: sign in with your account.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Bigin by Zoho CRM: create company
Connected is not unrestricted
Connecting Bigin by Zoho CRM does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsRelated integrations
- PipedriveSales and CRMSales CRM and pipeline management software61 actions · 13 events
- HubSpotSales and CRMPowerful CRM that offers tools for sales, customer service, and marketing automation.53 actions · 22 events
- NinjaPipeSales and CRMNinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.51 actions · 8 events
- WedofContent and filesAutomatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)
Deploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.
