Bigin by Zoho CRM + Gmail
Create or update Bigin by Zoho CRM pipeline records when new matching emails are found in Gmail
Stay organized and efficient in managing your customer interactions with this workflow. When a new email matching your selected search criteria arrives in your Gmail inbox, a pipeline record is immediately created or updated in Bigin by Zoho CRM. This means you won't need to manually enter or update customer data, ensuring your CRM always reflects the most recent communications. Increase productivity and keep your sales pipeline up-to-date with this streamlined process.
Stay organized and efficient in managing your customer interactions with this workflow. When a new email matching your selected search criteria arrives in your Gmail inbox, a pipeline record is immediately created or updated in Bigin by Zoho CRM. This means you won't need to manually enter or update customer data, ensuring your CRM always reflects the most recent communications. Increase productivity and keep your sales pipeline up-to-date with this streamlined process.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- 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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