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.
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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
Call updated
Triggers when any detail of an existing call is updated
Company updated
Triggers when any detail of an existing company is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are 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
Call created
Triggers when a new call is created
Task updated
Triggers when any detail of an existing task is updated
Company created
Triggers when a new company is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Product updated
Triggers when any detail of an existing product is updated
Product created
Triggers when a new product is created
Contact updated
Triggers when any detail of an existing contact is updated
Event updated
Triggers when any detail of an existing event is updated
Task created
Triggers when a new task 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 created
Triggers when a new event is created
Pipeline record created
Triggers when a new pipeline record is created
Email matching search received
Triggers when a new email matching the given conditions is received
Email received
Triggers when a new email is received
Email received from particular sender
Triggers when a new email is received from the specified email address
Email tagged
Triggers when an email is tagged.
Email sent
Triggers when an email is sent
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 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 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 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
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
Update user
Updates the existing user
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update call
Updates the details of an existing call
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Add product to pipeline record
Adds a product to the selected pipeline record
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 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 pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
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
Create permalink
Creates a permalink for a specific message by ID
Create draft
Creates a new email and stores it in the draft folder
Create task
Creates a new task
Create note
Creates a new personal note or a group note
Add user to organization
Adds a new user to an existing organization
Send email
Creates and sends a new email
Create folder
Creates a new folder
Add member to group
Adds a new member to an existing organization
Move email to folder
Moves an email to the selected folder
Apply tag on email
Applies a tag on the selected email by message ID
Update permalink
Updates the details of an existing permalink by message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Remove permalink
Removes the specified permalink
What is Bigin by Zoho CRM?
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