Connect CertFusion with Bigin by Zoho CRM
Introduction
Use Cases
-
Sales Managers at Tech Companies: They need to automatically generate and send personalized certificates of appreciation to clients who complete a year-long subscription or a major purchase within Bigin by Zoho CRM. This occurs when the CRM system records the anniversary or transaction completion date.
-
Training Coordinators in Corporate HR Departments: They require the automatic issuance of training completion certificates to employees who successfully finish a mandatory training module tracked in Bigin by Zoho CRM. The trigger is the update of the training module status to "Completed" in the employee's CRM record.
-
Customer Support Teams in Service Industries: They need to generate and distribute service certification to customers confirming the resolution of a critical support ticket in Bigin by Zoho CRM. This happens when a support ticket in the CRM is marked as "Resolved".
-
Marketing Managers in Retail Businesses: They want to automatically send a special discount certificate to customers who have been flagged as VIP clients in Bigin by Zoho CRM during their birth month. The trigger is the start of the month if the customer’s birthdate in the CRM falls within it.
-
Account Managers in Financial Services: They need to provide compliance certificates to clients who have completed all necessary financial disclosures or transactions required by regulatory bodies, as recorded in Bigin by Zoho CRM. The certificate issuance is triggered when the client's record is updated to "Compliance Completed".
