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.
- When this happens...New Tagged Email
Triggers when a new email is received and you tag it within two days.
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
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