Connect Bigin and Gmail to Build Intelligent Automations

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Bigin

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Gmail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Runs when a new contact is created in Zoho Bigin.

New Deal Is Created

New Deal Is Created

Runs when a new deal is created in Zoho Bigin.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Email Matching Search

New Email Matching Search

Runs when a new email matches your filters (subject, sender, or label)

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Do thisActions

Action is the task that follows automatically within your Bigin integrations.

Create Contact

Create Contact

Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.

Update Contact

Update Contact

Updates an existing contact in Bigin with the provided details.

Update Company

Update Company

Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.

Get Organization Details

Get Organization Details

Retrieves the details of the organization.

Create Or Update Pipeline

Create Or Update Pipeline

Creates a new pipeline or updates an existing pipeline in Bigin.

Create Or Update Contact

Create Or Update Contact

Creates a new contact or updates an existing contact matched by email.

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Step by step guides to integrate Bigin and Gmail

Frequently Asked Questions

How do I start an integration between Bigin and Gmail?

To start, connect both your Bigin and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in Gmail (or vice versa).

Can we customize how data from Bigin is recorded in Gmail?

Absolutely. You can customize how Bigin data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bigin and Gmail?

The data sync between Bigin and Gmail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bigin to Gmail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bigin and Gmail?

Yes, you can set conditional logic to control the flow of data between Bigin and Gmail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Bigin

About Bigin

Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.

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Gmail

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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