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Airtable + Bigin by Zoho CRM

Create tasks in Bigin by Zoho CRM from new records in Airtable

When a new record is added in Airtable, jump-start your customer relationship management process with this workflow. It creates a task instantly in Bigin by Zoho CRM, helping you keep track of client interactions and ensuring no task is overlooked. This seamless connection between Airtable and Bigin by Zoho CRM helps manage your workload efficiently and ensures every detail is captured and attended to in your CRM.

When a new record is added in Airtable, jump-start your customer relationship management process with this workflow. It creates a task instantly in Bigin by Zoho CRM, helping you keep track of client interactions and ensuring no task is overlooked. This seamless connection between Airtable and Bigin by Zoho CRM helps manage your workload efficiently and ensures every detail is captured and attended to in your CRM.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

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