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Bigin by Zoho CRM + Zoho Mail

Create or update Bigin by Zoho CRM pipeline records from new tagged emails in Zoho Mail

Boost your team's efficiency and streamline your email management with this seamless workflow. When a new tagged email arrives in your Zoho Mail, it instantly leads to the creation or update of a pipeline record in Bigin by Zoho CRM. This automation ensures your customer records are always accurate and up-to-date, enhancing your team productivity and customer relationship management strategy with minimal effort on your part.

Boost your team's efficiency and streamline your email management with this seamless workflow. When a new tagged email arrives in your Zoho Mail, it instantly leads to the creation or update of a pipeline record in Bigin by Zoho CRM. This automation ensures your customer records are always accurate and up-to-date, enhancing your team productivity and customer relationship management strategy with minimal effort on your part.

  1. When this happens...
    Zoho MailZoho Mail
    New Tagged Email

    Triggers when a new email is received and you tag it within two days.

    TriggerScheduled
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create or Update Pipeline Record

    Creates a new pipeline record or updates the details of an existing pipeline record.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Folder Name

    • Group Result

    • Account Details

    Trigger
    Scheduled
    Try It
    • Tag NameRequired

    • Group Result

    • Account Details

    Trigger
    Scheduled
    Try It
    • Account Details

    • Folder NameRequired

    • Parent Folder

    Action
    Write
    • Task TitleRequired

    • Task Description

    • Due Date

    Action
    Write
    • Group Result

    • Account Details

    • Search ValueRequired

    Trigger
    Scheduled
    Try It
    • Account Details

    • ToRequired

    • Cc

    • BCC

    • FromRequired

    • SubjectRequired

    • Body Type

    • BodyRequired

    Action
    Write
    • Account Details

    • Tag NameRequired

    • Tag Color

    Action
    Write
    • ToRequired

    • Cc

    • BCC

    • FromRequired

    • SubjectRequired

    • Body Type

    • BodyRequired

    • Attachments

    Action
    Write
bigin logo
bigin logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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zoho-mail logo
zoho-mail logo

About Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.

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