Bigin by Zoho CRM + Zoho Mail

Bigin by Zoho CRM + Zoho Mail integrations

Create drafts in Zoho Mail for new contacts in Bigin by Zoho CRM

Streamline your workflow by instantly drafting emails to new contacts in your CRM. With this automation, when there's a new contact added to Bigin by Zoho CRM, it will prompt the creation of an email draft in Zoho Mail. This allows you to quickly send out introductions or follow-up emails, enhancing your client communication while saving time.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create DraftCreate (but do not send) a new email message.
ActionWrite

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

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

- 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
- Group Result
- Account Details
- Search Value
  Required
Trigger
Polling
Try It
- Account Details
- To
  Required
- Cc
- BCC
- From
  Required
- Subject
  Required
- Body Type
- Body
  Required
Action
Write
- Account Details
- Tag Name
  Required
- Tag Color
Action
Write
- To
  Required
- Cc
- BCC
- From
  Required
- Subject
  Required
- Body Type
- Body
  Required
- Attachments
Action
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
- Folder Name
- Group Result
- Account Details
Trigger
Polling
Try It
- Tag Name
  Required
- Group Result
- Account Details
Trigger
Polling
Try It
- Account Details
- Folder Name
  Required
- Parent Folder
Action
Write
- Task Title
  Required
- Task Description
- Due Date
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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 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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Related Zap Templates

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

Create or update contacts in Bigin by Zoho CRM for new emails in Zoho Mail