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Zapier makes it easy to integrate Bigin by Zoho CRM with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
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Bigin by Zoho CRM
Bigin by Zoho CRM
1. Choose trigger event
Microsoft Outlook
Microsoft Outlook
2. Choose action
1. Select the event
Setup
Test
Bigin by Zoho CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call" from Bigin by Zoho CRM.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Bigin by Zoho CRM and Microsoft Outlook, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Distribution list
Required
User email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Subject
Required
Start Date & Time
Required
End Date & Time
Required
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
To Email(s)
Required
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Required
Body Format
Required
Body
Required
Attachment
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Flag Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Mark as
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Categories to Remove
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Draft Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Importance
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
Contact
Required
First Name
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
SearchTerm
Required
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search_info
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Group email address or ID
Required
Search Term
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Calendar
Start Date & Time
Required
End Date & Time
Required
Select Fields
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Bigin by Zoho CRM and Microsoft Outlook with AI agents and code
Beyond Zap workflows. Call Bigin by Zoho CRM and Microsoft Outlook actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Bigin by Zoho CRM and Microsoft Outlook actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Call
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect Bigin by Zoho CRM and Microsoft Outlook to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Microsoft Outlook on the Zapier blog
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Frequently Asked Questions about Bigin by Zoho CRM + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bigin by Zoho CRM and Microsoft Outlook
How do I connect Bigin by Zoho CRM with Microsoft Outlook?
To connect Bigin by Zoho CRM with Microsoft Outlook, go to our integration platform and create a new zap. Choose Bigin as your trigger app and set a trigger event like 'New Contact Created.' Then, select Microsoft Outlook as the action app and define an action such as 'Create Contact' to complete the setup.
What are some common trigger events for this integration?
Common trigger events for integrating Bigin with Microsoft Outlook include 'New Contact Created' in Bigin, 'Contact Updated,' or setting a custom trigger when a deal reaches a specific stage in your pipeline.
Can I update existing contacts in Outlook when they're modified in Bigin?
Yes, you can update existing contacts in Outlook when they're modified in Bigin by setting up an automation. Use the 'Contact Updated' trigger from Bigin and link it to the 'Update Contact' action in Microsoft Outlook.
Is it possible to sync calendar events between Bigin and Microsoft Outlook?
While direct syncing of calendar events might require additional steps, you can set up triggers such as 'New Event Created' in either application and use actions like 'Create Event' on the other side within our integration platform.
How do I troubleshoot if my integration isn’t working correctly?
If your integration isn't working correctly, check the task history on our platform for errors. Verify that triggers like 'New Contact Created' or actions such as 'Send Email' are set properly. Also, ensure both applications are authenticated correctly.
Are there any limitations to using custom fields between these two platforms?
When using custom fields between Bigin and Microsoft Outlook, it's essential to map fields accurately during setup. Some complex field types might need additional handling or might not be supported directly.
Can email notifications be sent through this integration for specific events?
Yes, you can set up email notifications for specific events by using triggers like 'Deal Stage Changed' in Bigin linked to the 'Send Email' action through Microsoft Outlook.
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.
