Integrate Bigin by Zoho CRM with Outlook
Send information between Bigin by Zoho CRM and Outlook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Trigger a welcome email through Outlook when a new company is added in Bigin by Zoho CRM
Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Outlook for newly created companies in 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 Outlook.
Trigger a welcome email through Outlook when a new company is added in Bigin by Zoho CRM
Bigin by Zoho CRM + Outlook
Add a new contact in Outlook 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 will add a new contact in Outlook whenever a new contact is added in Bigin by Zoho CRM.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new contact in Outlook.
Add a new contact in Outlook whenever a new contact is added in Bigin by Zoho CRM
Bigin by Zoho CRM + Outlook
Build your own integrations between Bigin by Zoho CRM and Outlook
Connect Bigin by Zoho CRM and Outlook with over 850+ 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 Outlook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call is created
Task updated
Triggers when any detail of an existing task is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Contact created or updated
Triggers when a new contact is created or updated
Company updated
Triggers when any detail of an existing company is updated
Task created
Triggers when a new task is created
Note added
Triggers when a new note is added
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Product created
Triggers when a new product is created
Contact updated
Triggers when any detail of an existing contact is updated
Event created
Triggers when a new event is created
Event updated
Triggers when any detail of an existing event is updated
Company created
Triggers when a new company is created
Pipeline record created
Triggers when a new pipeline record is created
Call updated
Triggers when any detail of an existing call is updated
User added
Triggers when a new user is added
Product updated
Triggers when any detail of an existing product is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created
Triggers when a new contact is created
Email received
Triggers when a new email is received
Event created
Triggers when a new event is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tag from record
Removes an existing tag from the specified record
Create event
Creates a new event
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create user
Creates a new user
Create call
Creates a new call
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update company
Creates a new company or updates the details of the company if it already exists
Create task
Creates a new task
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Update product
Updates the details of an existing product
Update user
Updates the existing user
Update call
Updates the details of an existing call
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Add product to pipeline record
Adds a product to the selected pipeline record
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Fetch event
Fetches the details of an existing event by title or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch user
Fetches the details of an existing user by email address or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, 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
Create contact
Creates a new contact
Flag email
Flags the specified email
Reply to email
Replies to the specified email
Send email
Creates and sends a new email
Create event
Creates a new event
Update event
Updates a event by id
Update contact
Updates the details of an existing contact
Fetch calendar
Fetches the details of a calendar by name
Fetch event
Fetches an event by title
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder by name
What is Bigin by Zoho CRM?
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Learn more >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
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