

Integrate Bigin by Zoho CRM with Zoho Mail
Send information between Bigin by Zoho CRM and Zoho Mail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Send a welcome email using Zoho Mail when a new company is created in Bigin by Zoho CRM
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will generate a welcome email using Zoho Mail for every new company created within Bigin by Zoho CRM.
How it works
- The flow triggers when a new company is created in Bigin by Zoho CRM.
- Zoho Flow creates and sends a new email in Zoho Mail.


Send a welcome email using Zoho Mail when a new company is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho Mail

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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Mail using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Company updated
Triggers when any detail of an existing company is updated

Pipeline record created or updated
Triggers when a new pipeline record is created or updated

Contact created or updated
Triggers when a new contact is created or updated

Task created
Triggers when a new task is created

Company created
Triggers when a new company is created

Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated

Pipeline record updated
Triggers when the details of an existing pipeline record are updated

User added
Triggers when a new user is added

Pipeline record created
Triggers when a new pipeline record is created

Note added
Triggers when a new note is added

Call updated
Triggers when any detail of an existing call is updated

Product updated
Triggers when any detail of an existing product is updated

Event created
Triggers when a new event is created

Product created
Triggers when a new product is created

Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Contact updated
Triggers when any detail of an existing contact is updated

Contact created
Triggers when a new contact is created

Event updated
Triggers when any detail of an existing event is updated

Task updated
Triggers when any detail of an existing task is updated

Call created
Triggers when a new call is created

Email received
Triggers when a new email is received

Email tagged
Triggers when an email is tagged.

Email received from particular sender
Triggers when a new email is received from the specified email address

Email matching search received
Triggers when a new email matching the given conditions is received

Email sent
Triggers when an email is sent
All Actions - Actions are the automated tasks

Create call
Creates a new call

Add tag to record
Adds a tag to the specified record

Create event
Creates a new event

Remove tag from record
Removes an existing tag from the specified record

Add note
Adds a note to the selected module

Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create user
Creates a new user

Create tag
Creates a new tag in the selected module

Create or update product
Creates a new product or updates the details of an existing product

Create task
Creates a new task

Create or update company
Creates a new company or updates the details of the company if it already exists

Create or update contact
Creates a new contact or updates the details of an existing contact

Send email
Sends an email to the specified contact

Update company
Updates the details of an existing company

Update task
Updates the details of an existing task

Update product
Updates the details of an existing product

Update call
Updates the details of an existing call

Update event
Updates the details of an existing event

Update user
Updates the existing user

Update contact
Updates the details of an existing contact

Update pipeline record
Updates the details of an existing pipeline record

Add product to pipeline record
Adds a product to the selected pipeline record

Fetch user
Fetches the details of an existing user by email address or ID

Fetch task
Fetches the details of an existing task by name or ID

Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID

Fetch company
Fetches the details of an existing company by name or ID

Fetch event
Fetches the details of an existing event by title or ID

Fetch product
Fetches the details of an existing product by ID, name, or code

Fetch contact
Fetches the details of an existing contact by email address, name, or ID.

Fetch call
Fetches the details of an existing call by its ID or the contact ID

Send email
Creates and sends a new email

Create folder
Creates a new folder

Add user to organization
Adds a new user to an existing organization

Create draft
Creates a new email and stores it in the draft folder

Create note
Creates a new personal note or a group note

Reply to an email
Sends reply to a received email using message ID

Create task
Creates a new task

Create permalink
Creates a permalink for a specific message by ID

Apply tag on email
Applies a tag on the selected email by message ID

Add member to group
Adds a new member to an existing organization

Update permalink
Updates the details of an existing permalink by message ID

Move email to folder
Moves an email to the selected folder

Fetch permalink
Fetches the details of an existing permalink by its unique message ID

Fetch email
Fetches the details of an existing email by its unique message ID

Remove permalink
Removes the specified permalink
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