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
  1. The flow triggers when a new company is created in Bigin by Zoho CRM.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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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?

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 Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

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.

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Logic

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

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Custom functions

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

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