Airtable + Bigin by Zoho CRM
Create tasks in Bigin by Zoho CRM from new records in Airtable
When a new record is added in Airtable, jump-start your customer relationship management process with this workflow. It creates a task instantly in Bigin by Zoho CRM, helping you keep track of client interactions and ensuring no task is overlooked. This seamless connection between Airtable and Bigin by Zoho CRM helps manage your workload efficiently and ensures every detail is captured and attended to in your CRM.
When a new record is added in Airtable, jump-start your customer relationship management process with this workflow. It creates a task instantly in Bigin by Zoho CRM, helping you keep track of client interactions and ensuring no task is overlooked. This seamless connection between Airtable and Bigin by Zoho CRM helps manage your workload efficiently and ensures every detail is captured and attended to in your CRM.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create Task
Creates a new task.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
