Bigin by Zoho CRM + Microsoft Outlook
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.
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.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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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.
