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Bigin by Zoho CRM + Microsoft Outlook

Bigin by Zoho CRM + Microsoft Outlook

Bigin by Zoho CRM + Microsoft Outlook integrations

Create new pipeline records in Bigin by Zoho CRM for new matching emails found in Microsoft Outlook

Automate your CRM process with this handy workflow. When you receive new emails in your Microsoft Outlook that match a specific search, a new pipeline record is created in Bigin by Zoho CRM. This helps you streamline your sales process by ensuring all relevant communications are recorded and managed efficiently.

  1. When this happens...
    New Email Matching Search
    New Email Matching Search
    New Email Matching SearchTriggers when a new e-mail is received in your inbox that matches a search.
  2. automatically do this!
    Create Pipeline Record
    Create Pipeline Record
    Create Pipeline RecordCreates a new pipeline record
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More things you can do with Microsoft Outlook and Bigin by Zoho CRM

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

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Shared Inbox
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
    • Shared Mailbox
      Required
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
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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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microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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