Bigin by Zoho CRM + Zoho WorkDrive

Bigin by Zoho CRM + Zoho WorkDrive integrations

Create pipeline records in Bigin by Zoho CRM for new files in Zoho WorkDrive folders

Whenever there's a new file in your Zoho WorkDrive folder, keep your sales pipeline updated in real-time with this automation workflow. It creates a new pipeline record in Bigin by Zoho CRM based on the file details, saving you manual data entry time. This way, you can maintain an accurate and up-to-date sales pipeline without any extra effort.

When this happens...
New File in FolderTriggers when a new file is added to a folder.
TriggerPolling
automatically do this!
Create Pipeline RecordCreates a new pipeline record
ActionWrite

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

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

- Team
- Team Folder
  Required
- Folder
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
- Team Folder
  Required
- Folder
- Folder Name
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- File
  Required
- File Name
- Overwrite File?
  Required
Action
Write
- Organization
  Required
- Search Term
  Required
- Team
- Team Folder
- File Type
- File Creation Date Range
Action
Search

- Organization
  Required
- Team
- Team Folder
- Folder Name
  Required
- Folder Creation Date Range
Action
Search
- 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

- Team
- Team Folder
  Required
- Folder
Trigger
Polling
Try It
- Team
- Team Folder
  Required
- Folder
- File Name
  Required
- File Content
  Required
- Overwrite File?
  Required
Action
Write
- Team
  Required
- Name
  Required
- Is Public ?
  Required
- Description
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- File Name
  Required
Action
Search
- Organization
  Required
- Team
- Team Folder
  Required
- Folder Name
  Required
- Folder Creation Date Range
- Folder
Action
Search or 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

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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Related categories

CRM (Customer Relationship Management)

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About Zoho WorkDrive

Zoho WorkDrive is an online team file manager. It gives you a secure, shared workspace, new ways to share files, and simplifies team management.

Learn moreLearn moreHelpHelp

Related categories

File Management & Storage

Zoho