What automation capabilities are available in Zoho Bigin?

What automation capabilities are available in Zoho Bigin?


Info

Bigin offers practical automation to reduce manual work through:

  • Workflow Rules: Automate emails, task creation, or field updates based on triggers like stage changes or date conditions.

  • Email Sequences: Set up follow-up email drips for nurturing leads automatically.

  • Custom Alerts: Notify team members when deals stagnate or activities are overdue.

  • Field Updates: Automatically fill in or change field values when other criteria are met.

  • Integration Triggers: Link actions with other Zoho apps or external systems using Zapier or API.

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