Bigin by Zoho CRM + Microsoft Outlook Integration

Integrate Bigin by Zoho CRM to Microsoft Outlook in one click, or tell Integrately AI how you want each contact handled. Create contacts and calendar events, send emails, update deals, and trigger follow-ups automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Microsoft Outlook
    Email is received in folder in Microsoft Outlook
  • Microsoft Outlook
    New Email Flagged in Microsoft Outlook
  • Microsoft Outlook
    Email with attachments received in inbox in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
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2.
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Microsoft Outlook
    Set categories to email in Microsoft Outlook
  • Microsoft Outlook
    Search Email in specific folder in Microsoft Outlook
  • Microsoft Outlook
    Mark email as read in Microsoft Outlook
  • Microsoft Outlook
    Mark email as unread in Microsoft Outlook
  • Microsoft Outlook
    Set Flag Status for Email in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive Copy in Microsoft Outlook
  • Microsoft Outlook
    Set importance of email in Microsoft Outlook
  • Microsoft Outlook
    Reply to email in Microsoft Outlook
  • Microsoft Outlook
    Reply with extra recipients in Microsoft Outlook
  • Microsoft Outlook
    cansale calender Event in Microsoft Outlook
  • Microsoft Outlook
    Remove all categories in Microsoft Outlook
  • Microsoft Outlook
    Forward email in Microsoft Outlook
  • Microsoft Outlook
    Create mail folder in Microsoft Outlook
  • Microsoft Outlook
    Move email to folder in Microsoft Outlook
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Microsoft Outlook Integration

Capture new contacts, schedule follow-up calendar events, send emails, and keep your pipeline updated, all in just one click.

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Bigin by Zoho CRM + Microsoft Outlook Integration

Create Microsoft Outlook event for new Bigin by Zoho CRM task

Bigin by Zoho CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Bigin by Zoho CRM - Microsoft Outlook integration to automatically populate your Microsoft Outlook.

When a task is created in Bigin by Zoho CRM, an event will automatically be created in your Microsoft Outlook. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Bigin by Zoho CRM and Microsoft Outlook accounts in a matter of minutes.
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Microsoft Outlook + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Microsoft Outlook event

We all know the drill. You create {trigger.Event}} in your Microsoft Outlook, but then something comes up and you completely forget to create a corresponding task in your Bigin by Zoho CRM. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Bigin by Zoho CRM integration, you can set up Integrately such that every new event created in your Microsoft Outlook, automatically creates a new tasks in your Bigin by Zoho CRM. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Microsoft Outlook + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Microsoft Outlook contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Outlook - Bigin by Zoho CRM integration, anytime a new Microsoft Outlook contact is created, an Bigin by Zoho CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Outlook + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Microsoft Outlook contact

In Microsoft Outlook, when you create a contact, it automatically creates a task in Bigin by Zoho CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Bigin by Zoho CRM + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Bigin by Zoho CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bigin by Zoho CRM - Microsoft Outlook integration, anytime a new Bigin by Zoho CRM contact is created, an Microsoft Outlook contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Bigin by Zoho CRM + Microsoft Outlook Integration

Send Microsoft Outlook email for new Bigin by Zoho CRM contact

Anytime a new contact is added to your Bigin by Zoho CRM, automatically send them a email through Microsoft Outlook letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Bigin by Zoho CRM - Microsoft Outlook integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Bigin by Zoho CRM + Microsoft Outlook Integration

Send Microsoft Outlook email for new Bigin by Zoho CRM task

With this Bigin by Zoho CRM - Microsoft Outlook integration, whenever a new task is created in Bigin by Zoho CRM, email will be sent via Microsoft Outlook. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Bigin by Zoho CRM + Microsoft Outlook Integration

Send Microsoft Outlook email for new Bigin by Zoho CRM deal

Whenever a new deal is created in your Bigin by Zoho CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Outlook email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Bigin by Zoho CRM - Microsoft Outlook integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Connect more apps to your Bigin by Zoho CRM + Microsoft Outlook flow

Sync your CRM and email contacts with marketing campaigns, customer meetings, and team channels. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Microsoft Outlook
+
MailchimpMailchimp (4)
+
CalendlyCalendly (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
ZoomZoom (3)
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Add every new Bigin by Zoho CRM contact to Microsoft Outlook and subscribe them in Mailchimp.
New Bigin by Zoho CRM contacts appear instantly in Microsoft Outlook and Mailchimp, removing manual data entry.
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B
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When a Mailchimp campaign is sent, create a task in Bigin by Zoho CRM and log an email in Microsoft Outlook.
Keep your sales team aware of marketing emails by logging activities in Bigin by Zoho CRM and Microsoft Outlook.
B
M
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When a Bigin by Zoho CRM deal is updated, update the Mailchimp subscriber and send a notification via Microsoft Outlook.
Align customer deal stages with targeted email lists and internal Outlook notifications.
M
C
B
M
Use ChatGPT to summarise new Mailchimp subscriber feedback, log it in Bigin by Zoho CRM, and email the brief via Microsoft Outlook.
AI extracts key subscriber feedback from Mailchimp and updates Bigin by Zoho CRM and Microsoft Outlook automatically.

Supported triggers and actions for Bigin by Zoho CRM and Microsoft Outlook

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email is received in folder in Microsoft Outlook
Triggers the automation when an email is received
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New Email Flagged in Microsoft Outlook
New Email is Flagged
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Email with attachments received in inbox in Microsoft Outlook
New email with attachments received in inbox
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Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
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Set categories to email in Microsoft Outlook
Set categories to a email
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Search Email in specific folder in Microsoft Outlook
Search Email in a specific folder
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Mark email as read in Microsoft Outlook
Mark email as a read
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Mark email as unread in Microsoft Outlook
Mark email as a unread
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Set Flag Status for Email in Microsoft Outlook
Set Flag Status for a Email
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Copy email in archive in Microsoft Outlook
Copy email in a archive
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Copy email in archive Copy in Microsoft Outlook
Copy email in a archive
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Set importance of email in Microsoft Outlook
Set importance of a email
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Reply to email in Microsoft Outlook
Reply to a email
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Reply with extra recipients in Microsoft Outlook
Reply with extra recipients
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cansale calender Event in Microsoft Outlook
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Remove all categories in Microsoft Outlook
Remove all categories
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Forward email in Microsoft Outlook
Forward email
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Create mail folder in Microsoft Outlook
Create a mail folder
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Move email to folder in Microsoft Outlook
Move email to a folder
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Delete contact in Microsoft Outlook
Removes a contact from the address book
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Send email in Microsoft Outlook
Sends an email to a recipient
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Create event in Microsoft Outlook
Adds a new contact to the contact list
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Create contact in Microsoft Outlook
Adds a new contact to the database
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Update contact in Microsoft Outlook
Updates contact information with new details
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Search contact in Microsoft Outlook
Finds and retrieves contact information
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Create draft email in Microsoft Outlook
Adds a new contact to the contact list
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Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
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Update event in Microsoft Outlook
Updates event details with the latest information
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Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
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What can you automate with Bigin by Zoho CRM + Microsoft Outlook?

Streamline your sales pipeline and email management with automated data flows between Bigin by Zoho CRM and Microsoft Outlook.

What you can automate?
🔄
Sync contacts between Bigin by Zoho CRM and Microsoft Outlook
Automatically create Microsoft Outlook contacts whenever a new contact is created in Bigin by Zoho CRM. Keep your address books unified without manual data entry.
📋
Capture every submitted pipeline detail
Map all custom deal fields and contact attributes from Bigin by Zoho CRM straight into Microsoft Outlook tasks and calendar notes. Ensure no critical context is left behind.
🔔
Alert your team immediately on updates
Send notifications via Microsoft Outlook email whenever a deal or contact is updated in Bigin by Zoho CRM. Keep your team aligned on every pipeline movement.
🔀
Route actions based on submitted fields
Trigger different Microsoft Outlook workflows depending on the deal stage or category selected in Bigin by Zoho CRM. Tailor your follow-ups to specific customer tiers.
📅
Keep calendar schedules up to date
Automatically schedule or update Microsoft Outlook calendar events when deals change status in Bigin by Zoho CRM. Eliminate scheduling delays and missed meetings.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Microsoft Outlook before updating or creating a record from Bigin by Zoho CRM data. Maintain a clean, duplicate-free database.
💼
Manage deal and task lifecycles
Handle later pipeline events like completed tasks or updated deals by adjusting records across Bigin by Zoho CRM and Microsoft Outlook automatically.
🔌
Extend your workflow to Slack
Take data from Bigin by Zoho CRM and Microsoft Outlook and post instant updates to your team channels in Slack. Connect your entire tech stack seamlessly.
And much more...

Who is Bigin by Zoho CRM + Microsoft Outlook integration for?

Connect Bigin by Zoho CRM to Microsoft Outlook to eliminate manual data entry, streamline pipeline management, and keep customer communications synchronized.

Operations Managers
Operations Managers
Sales Teams
Sales Teams
Account Managers
Account Managers
Customer Success Leads
Customer Success Leads
Project Coordinators
Project Coordinators
Business Analysts
Business Analysts
📈
Operations Managers
You rely on accurate reporting to make critical pipeline decisions, but your contact lists only update when someone manually exports records, so your pipeline counts are always outdated — with this integration, every new contact syncs instantly and your pipeline numbers stay current.
Sales Teams
You need to act fast when new prospects reach out, but leads sitting in Bigin by Zoho CRM get noticed too late because calendar events are scheduled by hand, so response times lag behind buyer interest — connecting these apps means every lead triggers immediate contact creation and calendar scheduling.
📊
Account Managers
You answer to clients who expect up-to-date communication logs, but keeping Microsoft Outlook correspondence aligned with Bigin by Zoho CRM deals takes hours of copying notes, so client histories often have missing details — automating both apps means your interaction records update without manual effort.
🏢
Customer Success Leads
Your support volume is too high for anyone to keep up by hand when matching customer emails to CRM accounts, so tickets slip through the cracks and follow-ups get delayed — this integration means every email received in Microsoft Outlook creates structured tasks in Bigin by Zoho CRM automatically.
🔄
Project Coordinators
You own the next step after a deal closes and depend on sales reps to hand over client details, but manual handoffs cause communication gaps between teams, so project kickoff meetings start with incomplete information — automating both apps means every deal update triggers instant task and calendar creation.
🗂️
Business Analysts
You need a reliable history of customer interactions for performance forecasting, but fragmented records across email and CRM tools leave major blind spots in your data, so reports miss key touchpoints — connecting these apps means every contact and deal creates a unified, gap-free audit trail.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Microsoft Outlook

Build and manage your Bigin by Zoho CRM + Microsoft Outlook automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Microsoft Outlook with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Microsoft Outlook?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Microsoft Outlook in 1 click using ready templates or Integrately AI. Link your accounts, select your trigger events, and your apps sync data instantly alongside tools like Slack, HubSpot, and Mailchimp.
Can I automatically create Microsoft Outlook contacts from Bigin by Zoho CRM contacts?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Microsoft Outlook?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact updates in this integration?
Frequently Asked Questions
Can Microsoft Outlook trigger tasks in Bigin by Zoho CRM?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Microsoft Outlook?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Microsoft Outlook With 1500+ Other Apps

Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Connect Bigin by Zoho CRM to CRMs, email tools, and invoicing platforms to manage and follow up on your sales pipeline.
Microsoft Outlook
Popular Microsoft Outlook Integrations
Sync Microsoft Outlook with project management, team communication, and scheduling tools to keep calendars working across your stack.