DealMachine Bigin by Zoho

DealMachine + Bigin by Zoho Integrations, Built by an AI Agent

Put DealMachine + Bigin by Zoho to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DealMachine and Bigin by Zoho below — describe the exact one you want above and the Agent builds it on demand.

DealMachine + Bigin by Zoho When a note is added to a prospect in DealMachine, add the note to Bigin by Zoho CRM. See details
Sync newly created leads across CRM platforms When a new lead is captured in DealMachine, automatically create or update the matching contact in Bigin by Zoho to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Bigin by Zoho, update the corresponding opportunity stage in DealMachine for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in DealMachine, log a status update activity on the corresponding account record in Bigin by Zoho. See details

Browse the full workflow library →

Looking to achieve something else with DealMachine and Bigin by Zoho?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DealMachine and Bigin by Zoho

Everything DealMachine and Bigin by Zoho can do inside a workflow — the triggers that start one and the actions that run when it fires.

DealMachine Explore DealMachine →

DealMachine is a real estate lead generation and CRM software that allows investors to track properties, discover owner contacts, and automate direct mail.

Triggers
New Prospect

Fires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.

Note Added to Prospect

Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.

Prospect Status Changed

Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.

Prospect Tagged

Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.

Actions
Add File to Prospect

Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.

Add Note to Prospect

Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.

Add Prospect

Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.

Add Tag to Prospect

Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.

Add to List

File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.

Change Prospect Status

Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.

Bigin by Zoho Explore Bigin by Zoho →

Bigin by Zoho CRM is a pipeline-centric CRM software built specifically for small businesses to track sales deals and customer interactions.

Triggers
New Call

Triggers when a new call is added.

New Company

Triggers when a new company is created.

New Contact

Triggers when a new contact is created.

New Pipeline Record

Triggers when a new pipeline record is created.

New Event

Triggers when a new event is added.

New Product

Triggers when a new product is created.

Actions
Create Call

Creates a new call.

Create or Update Company

Creates a new company or updates the details of the existing company.

Create or Update Contact

Creates a new contact or updates the details of the contact, if contact with the provided email address exists.

Create or Update Pipeline Record

Creates a new pipeline record or updates the details of an existing pipeline record.

Create Event

Creates a new event.

Create Company

Creates a new company

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about DealMachine + Bigin by Zoho

Is there a pre-built DealMachine + Bigin by Zoho automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DealMachine and Bigin by Zoho's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DealMachine or Bigin by Zoho connector?

No. The Agent works whether or not DealMachine or Bigin by Zoho already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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