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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Zoho

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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