Connect Bigin by Zoho CRM and Microsoft Outlook to unlock the power of automation

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Quickly connect Bigin by Zoho CRM to Microsoft Outlook with a Zapier template.

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Create events in Microsoft Outlook from new events in Bigin by Zoho CRM
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Bigin by Zoho CRM + Microsoft Outlook
Create Microsoft Outlook events from new calls in Bigin by Zoho CRM
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Bigin by Zoho CRM + Microsoft Outlook
Create new contacts in Bigin by Zoho CRM from new contacts in Microsoft Outlook
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Microsoft Outlook + Bigin by Zoho CRM
Create new Bigin by Zoho CRM events from new Microsoft Outlook calendar events
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Microsoft Outlook + Bigin by Zoho CRM
Send emails in Microsoft Outlook when new deals are created in Bigin by Zoho CRM
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Bigin by Zoho CRM + Microsoft Outlook
Create new pipeline records in Bigin by Zoho CRM for new matching emails found in Microsoft Outlook
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Microsoft Outlook + Bigin by Zoho CRM

Create events in Microsoft Outlook from new events in Bigin by Zoho CRM

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Bigin by Zoho CRM + Microsoft Outlook

Create Microsoft Outlook events from new calls in Bigin by Zoho CRM

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Bigin by Zoho CRM + Microsoft Outlook

Create new contacts in Bigin by Zoho CRM from new contacts in Microsoft Outlook

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Microsoft Outlook + Bigin by Zoho CRM

Create new Bigin by Zoho CRM events from new Microsoft Outlook calendar events

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Microsoft Outlook + Bigin by Zoho CRM

Send emails in Microsoft Outlook when new deals are created in Bigin by Zoho CRM

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Bigin by Zoho CRM + Microsoft Outlook

Create new pipeline records in Bigin by Zoho CRM for new matching emails found in Microsoft Outlook

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Microsoft Outlook + Bigin by Zoho CRM

Create new contacts in Microsoft Outlook from new contacts in Bigin by Zoho CRM
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Bigin by Zoho CRM + Microsoft Outlook
Send emails in Microsoft Outlook for new tasks in Bigin by Zoho CRM
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Bigin by Zoho CRM + Microsoft Outlook

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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.

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- 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
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Polling
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- Shared Inbox
Trigger
Polling
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
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- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- 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
Write
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Event
  Required
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Draft Email ID
  Required
- Send From
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- 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
Search or write

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- 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
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
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- Parent Folder
  Required
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- 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?
Action
Write
- 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
Write
- Contact to Delete
  Required
Action
Write
- Email ID
  Required
- To Recipients
  Required
- Comment
- Send From
Action
Write
- Email ID
  Required
- Comment
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- 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
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search

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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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

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

Make work flow with AI

Level up your Bigin by Zoho CRM to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn moreLearn moreHelpHelp

Related categories

Calendar Email Microsoft

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

Connect Bigin by Zoho CRM and Microsoft Outlook to unlock the power of automation

Set up your first integration

Create events in Microsoft Outlook from new events in Bigin by Zoho CRM

Create Microsoft Outlook events from new calls in Bigin by Zoho CRM

Create new contacts in Bigin by Zoho CRM from new contacts in Microsoft Outlook

Create new Bigin by Zoho CRM events from new Microsoft Outlook calendar events

Send emails in Microsoft Outlook when new deals are created in Bigin by Zoho CRM

Create new pipeline records in Bigin by Zoho CRM for new matching emails found in Microsoft Outlook

Create events in Microsoft Outlook from new events in Bigin by Zoho CRM

Create Microsoft Outlook events from new calls in Bigin by Zoho CRM

Create new contacts in Bigin by Zoho CRM from new contacts in Microsoft Outlook

Create new Bigin by Zoho CRM events from new Microsoft Outlook calendar events

Send emails in Microsoft Outlook when new deals are created in Bigin by Zoho CRM

Create new pipeline records in Bigin by Zoho CRM for new matching emails found in Microsoft Outlook

Create new contacts in Microsoft Outlook from new contacts in Bigin by Zoho CRM

Send emails in Microsoft Outlook for new tasks in Bigin by Zoho CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Bigin by Zoho CRM and Microsoft Outlook to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Microsoft Outlook on the Zapier blog

How to add Microsoft Outlook events to Google Calendar

Automatically copy events from one Microsoft Outlook calendar to another

How to create Microsoft Outlook calendar events from a Google Sheet

Make work flow with AI

Frequently Asked Questions about Bigin by Zoho CRM + Microsoft Outlook integrations

Connect Bigin by Zoho CRM to Microsoft Outlook on the world's largest no-code automation platform