Zoho CRM Mail Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

Zoho CRM

Trigger Event

Create module entry

Description:

This trigger starts the workflow whenever the Create module entry event occurs in Zoho CRM.

Connect Your Zoho CRM

Select the Zoho CRM source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Mail as an Action

Click:

Add Action → Mail

Select an Action Event:

• Send Email When “Create module entry” occurs in Zoho CRM, use the submitted data to run “Send Email” in Mail.

Description:

This action sends data from Zoho CRM to Mail and performs the selected supported operation automatically.

Map Zoho CRM Data with Mail Inputs

Map the available data from Zoho CRM to the compatible inputs provided by the selected Mail action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the Create module entry trigger and verify the selected Mail actions:

• Confirm that Send Email completes successfully and processes the mapped data in Mail.

Then activate your workflow.