Integrate Bigin by Zoho CRM with Office 365

Send information between Bigin by Zoho CRM and Office 365 automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send out a welcome email with Office 365 once 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 send out a welcome email via Office 365 for new companies created in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new company is created in Bigin by Zoho CRM.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Send out a welcome email with Office 365 once a new company is created in Bigin by Zoho CRM

Bigin by Zoho CRM + Office 365

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Add a new contact in Office 365 whenever a new contact is added in Bigin by Zoho CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Office 365 each time a new contact is created in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new contact in Office 365.
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Add a new contact in Office 365 whenever a new contact is added in Bigin by Zoho CRM

Bigin by Zoho CRM + Office 365

Build your own integrations between Bigin by Zoho CRM and Office 365

Connect Bigin by Zoho CRM and Office 365 with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bigin by Zoho CRM and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task updated

Triggers when any detail of an existing task is updated

Call created

Triggers when a new call is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

User added

Triggers when a new user is added

Contact created

Triggers when a new contact is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Company created

Triggers when a new company is created

Event updated

Triggers when any detail of an existing event is updated

Task created

Triggers when a new task is created

Contact updated

Triggers when any detail of an existing contact is updated

Product created

Triggers when a new product is created

Product updated

Triggers when any detail of an existing product is updated

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Call updated

Triggers when any detail of an existing call is updated

Company updated

Triggers when any detail of an existing company is updated

Event created

Triggers when a new event is created

Pipeline record created

Triggers when a new pipeline record is created

Note added

Triggers when a new note is added

Pipeline record stage updated to closed

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

Event updated

Triggers when any detail of an existing event is updated

Contact added

Triggers when a new contact is added

Calendar added

Triggers when a new calendar is added

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

All Actions - Actions are the automated tasks

Send email

Sends an email to the specified contact

Create event

Creates a new event

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

Create or update product

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

Create task

Creates a new task

Create user

Creates a new user

Create tag

Creates a new tag in 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 call

Creates a new call

Add tag to record

Adds a tag to the specified record

Remove tag from record

Removes an existing tag from the specified record

Add note

Adds a note to the selected module

Update contact

Updates the details of an existing contact

Update pipeline record

Updates the details of an existing pipeline record

Update event

Updates the details of an existing event

Update user

Updates the existing user

Update product

Updates the details of an existing product

Update call

Updates the details of an existing call

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company by name or ID

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 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

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 pipeline record

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

Create contact

Creates a new contact

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Create event

Creates a new event in the selected calendar

Update event

Updates the details of an existing event by ID

Update user

Updates the details of a user by ID

Update contact

Updates the details of an existing contact by ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch user

Fetches the details of a user by display name

Invite user

Invites the specified user to your group

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by name

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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