how to integrate zoho bigin to wordpress website ?
hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?Introducing the Integration of Zoho CRM and Bigin for a two-way data sync
Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently. To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronizeBigin Dashboard Drill Down Function
Dear, Dashboard information in Bigin CRM cannot be drilled down to see the actual data. For example if a KPI is added to see the number of deals that are in negotiation stage, we do not have the function to click on the result and see the detailed data. We have to go to deal module and filter it to find the desired results. Hope i am not missing anything. Please advice.Syncing/Copying Data from Different Modules
Hi, I am trying to automatically copy data from one field in one module(Deals) to copy that same text to another field in another module(Companies) i.e. At the end of the deal process, user needs to add the account number as a final action. Once added,Cant find Check-in feature
Hi There I am trying to find how to use the Check-in feature of Bigin. My company are trialing it and so far its not too bad, a little unpolished but promising. Can someone please explain how do I checkin when at an event? Ross.Custom User Lookup field is now supported in the latest version of Bigin Mobile app.
Hello, Custom User Lookup field is now supported in the latest version of both Bigin iOS mobile app(v1.5.3) and Bigin Android mobile app (v1.4.14). - 'Custom user lookup' field is used to add a user to the respective record which requires multiple ownership.Biginb or CRM for Solo Business
Hi! I have just started using Zoho One and want to try and integrate my businesses all into one system. At the moment it is just me and I have several sub-micro busiensses. At the moment it works just by categorising in Books and Inventory, as I wantLog Incoming Calls on Mobile App (Zoho CRM does it)
The title says it all. If Zoho CRM logs incoming calls, why doesn't Bigin? It has the option to log outgoing calls but not incoming.Enhancements in Bigin
Hello everyone, We have released a bunch of enhancements this month. Here is a small introduction to each of them. Increase in maximum record count for Express edition The maximum number of records that can be added to the Express edition has been increased from 25,000 to 50,000. This limit is also applicable for the Zoho One users. Refer to the feature availability page for more information. Integration with Zoho Meeting Bigin can now be integrated with Zoho Meeting. You can conduct virtualhow to connect whatsapp to bigin?
How to connect whatsapp with bigin?Office 365 Email Integration - MFA and Basic Authentication
Hello, We are attempting to set up Bigin to use the email integration with Office 365 using IMAP. We are trying to change our Office 365 settings to allow for basic authentication, and wanted to know if anyone has successfully integrated Bigin with OfficeBigin's apps for iPadOS 16 and macOS Ventura are here!
Hello everyone! Here's more good news following our earlier iOS 16 announcement. Bigin's latest versions for iPadOS 16 and macOS Ventura are out in App Stores now. Let's take a look at what's new! External display support A second screen can beBigin Mailchimp Import
Hi There I am doing an import from Mailchimp to Bigin for contacts. The mapping more or less works but as im discovering with Bigin, there are bugs. So it automatically maps most of the fields however, I have a customer account number field in Mailchimptelephone error'The agent cannot init a call now'' have zadarma connect
hi can anybody help me with this issue please? just setup bigin and zadarma telephone and get this error when try to make call error'The agent cannot init a call now'' have zadarma connect thanksConnect bigin with salesIQ?
Can anyone explain whether you can connect BigIn with Zoho SalesIQ? I see that the SalesIQ site says it supports a connection with Zoho CRM but can it work with BigIn? Is BigIn powered by zoho CRM backend?Quote Frustration
Hi There It seems I can create a quote, but how do I then email that to a customer? Is there a function somewhere for attaching the quote lines in the email? Why have a send email button in the quote if you cant attach the quote as a PDF or even a table?Hide Option - Won / Lost Columns
I have found that I don't like that these columns are visible on the pipeline. I accidentally click on the cards or move them to the lost column. I think once they have gotten to that point it should not be visible in the pipeline anymore. If we needCustom Field disapeared and can't create new one
Hi, I created a custom field in the contact module and moved it to the "address information" section but the field immediately disappeared. The total of custom fields used went up after the creation and down after it disappeared. Then, I tried to recreateLarge screen support and new enhancements in the latest version of Bigin Android mobile app
Hello All, In the latest version of Bigin Android app(v1.5.0), we have brought in the below enhancements: Large Screen Support Orientation and Split Screen view support for tablets Scribble support Drag and drop support Save to Download We haveHow I can connect Bigin and Vonage together?
My business has Bigin and Vonage. I heard that two of them can be linked and connected, so all the calls history and text messages will be automatically recorded and documented in Bigin card. Can I have a link for all the processes?Synchronization Issue With Zoho Bigin & Zoho CRM
Dear people from Zoho, Last week I setup Zoho Bigin and added a link with Zoho CRM. All my contacts & clients were synchronized from Bigin to Zoho CRM witch was great. A few days later I made some changes to the contacts & clients inside Zoho Bigin andGenerate a task from an email
Hi, Ive been trying to see if this feature exists so please let me know if i have missed it. if its not htre, woul dbne great to have it as new functionality. In our business often an email received prompts a workflow. I've setup the ZOHO Mail whichAdditinoal email field not working in Webflow
Hi, The additional email fields does not send any emails out when creating a workflow. do I have to turn on email notifications? thanksFrom Bigin to Zoho CRM
Hello Zoho team, Last week we bought Bigin Express, thinking that it will be enough for our needs. However, we now understand that we need a bit more and thus were thinking of moving to Zoho CRM Standard. Would the switch be easy or will we lose the moneyWe heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm mustIntroducing Bigin's all new integration with Microsoft Teams
Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.Discuss
DiscussBCC an Email to a Deal?
Is there a unique email address for Deals that I can BCC emails to? 2 Examples: 1 - I want to reach out to an organization but I only have their generic info@ email address. Any emails sent to that email do not show up in Deals, even if that email addressZoho Crm and Zoho Bigin Deals Integration Problem
Hello, I equate my sales opportunities on zoho crm to zoho bigin, but although sales opportunities appear as a list, it only shows 2 records as canban, what could be the problem.Deal totals not updating in dashboard
I closed a deal as won and the value updated on the Deals page but not on the dashboard. I hit refresh multiple times and the dashboard still shows the old value.Bigin cant login to email channel with office365 Account
Hello, I keep getting the response "Looks like the password you entered is incorrect" when trying to log in with my Office 365 account. I have checked and the password is correct.Introducing Bigin for iOS 16
Hello everyone! We're excited to announce that Bigin is up and running on iOS 16. With the latest version, users can find features like Lock Screen widgets, RoomPlan, Weather, Focus filters, and much more. Lock Screen widgets Bigin's widgets areNew enhancements in the latest version of Bigin mobile app running on iOS 16.
Hello All, We're stoked to introduce everything that's new for Bigin mobile app on iOS 16. In the latest version (v1.6.0) we have brought in the below enhancements. Note: Bigin mobile app version (v1.6.0) is supported from iOS 13 onwards. Lock ScreenTask with due date that starts the count of days every time a customer has a won job
Hi, I need a workflow with a task with a due date of 90 days wich starts from zero each time a customer has a closed won. Any idea?Bigin has NO SUPPORT !
It's a shame... Our company is paying for Bigin, and we have been submitting support tickets and NO ANSWER.. NEVER... Also, online help is totally useless, and what is worst, the 45 minute webinar you guys did a few months ago is HORRIBLE... ultra lowIntroducing APIs for Bigin
Dear customers, I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launchunable to connect Bigin to IMAP
I actually connect and Bigin gives me a message saying configuration successful, however I cannot receive incoming emails. I know they are connected to a contact, and I can send outbound email just fine, but no matter what I do I cannot get inbound. AnyTelephony integration UK
Has anyone successfully integrated BigIn with a UK-based telephony provider? Which did you get working? I'm struggling ... CallHippo's registration form hangs Can't get Zadarma to work even though both systems say they are connected RingCentral looksName of Deal module can't be changed back
I changed the name of the Deal module to Opportunities but it improperly showed the proper amounts on the deals screen. I then changed the name of the module back to Deals but it won't stay named Deals. It will revert back to Opportunities.Is Bigin Support Available?
I have submitted three requests for support - two emails, one via the help site - but have yet to hear from anyone. Is there support for Bigin or is the product so new that they don't have staff yet? This is making me reticent to even explore it, let alone switch from my current CRM provider.Next Page
Announcements
Introducing the Integration of Zoho CRM and Bigin for a two-way data sync
Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently. To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronizeEnhancements in Bigin
Hello everyone, We have released a bunch of enhancements this month. Here is a small introduction to each of them. Increase in maximum record count for Express edition The maximum number of records that can be added to the Express edition has been increased from 25,000 to 50,000. This limit is also applicable for the Zoho One users. Refer to the feature availability page for more information. Integration with Zoho Meeting Bigin can now be integrated with Zoho Meeting. You can conduct virtualBigin's apps for iPadOS 16 and macOS Ventura are here!
Hello everyone! Here's more good news following our earlier iOS 16 announcement. Bigin's latest versions for iPadOS 16 and macOS Ventura are out in App Stores now. Let's take a look at what's new! External display support A second screen can beLarge screen support and new enhancements in the latest version of Bigin Android mobile app
Hello All, In the latest version of Bigin Android app(v1.5.0), we have brought in the below enhancements: Large Screen Support Orientation and Split Screen view support for tablets Scribble support Drag and drop support Save to Download We haveWe heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm must
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Cant find Check-in feature
Hi There I am trying to find how to use the Check-in feature of Bigin. My company are trialing it and so far its not too bad, a little unpolished but promising. Can someone please explain how do I checkin when at an event? Ross.how to connect whatsapp to bigin?
How to connect whatsapp with bigin?Biginb or CRM for Solo Business
Hi! I have just started using Zoho One and want to try and integrate my businesses all into one system. At the moment it is just me and I have several sub-micro busiensses. At the moment it works just by categorising in Books and Inventory, as I wantSyncing/Copying Data from Different Modules
Hi, I am trying to automatically copy data from one field in one module(Deals) to copy that same text to another field in another module(Companies) i.e. At the end of the deal process, user needs to add the account number as a final action. Once added,
Sticky Posts
Introducing APIs for Bigin
Dear customers, I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launchSchedule mass emails, view mass emails status and more!
Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin
Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.
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