Bigin by Zoho CRM + Gmail

Bigin by Zoho CRM + Gmail integrations

Create or update contacts in Bigin by Zoho CRM for new Gmail emails matching search

This workflow springs into action when you receive a new email in Gmail that matches a specific search. It then swiftly goes on to create or update a contact in Bigin by Zoho CRM. This efficient process saves you from manual data entry, ensuring your CRM is always up-to-date with your latest Gmail interactions. Perfect for businesses seeking to streamline communication and manage customer relationships better.

When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Create or Update ContactCreates a new contact or updates the details of the contact, if contact with the provided email address exists.
ActionWrite

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More things you can do with Gmail and Bigin by Zoho CRM

Discover other triggers and actions you can use with Gmail and Bigin by Zoho CRM

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- Organization
  Required
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Contact ID
  Required
Action
Write
- Organization
  Required
- Event ID
  Required
Action
Write
- Organization
  Required
- Task ID
  Required
Action
Write
- Organization
  Required
- Select Query
Action
Search
- Organization
  Required
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- Organization
  Required
- Event Title
- Start DateTime
Action
Search
- Organization
  Required
- Task Name
Action
Search

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Deal ID
  Required
Action
Write
- Organization
  Required
- Product ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Full Name
Action
Search
- Organization
  Required
- Deal Name
Action
Search
- Organization
  Required
- Product Name
- Product Code
Action
Search
- Organization
  Required
- User Email
Action
Search

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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CRM (Customer Relationship Management)

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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Bigin by Zoho CRM + Gmail

Bigin by Zoho CRM + Gmail

Create or update contacts in Bigin by Zoho CRM for new Gmail emails matching search

More things you can do with Gmail and Bigin by Zoho CRM

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