Importing From Linkedin
Is their a document or KB that shows how to import my contact from linkedin to Bigin ? JayProblem sending POST request
I'm using a desktop REST client to send a request but I keep getting: { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" } I'm sending an Authorization header as follows: Zoho-oauthtoken 1000.54c1a8cbb00d2a0ed98350eed6.06b7f99a96ee9079291a2b5beaMailChimp & Bigin Integration doesnt work for 2nd Audience
We are trying to migrate from MailChimp to Zoho Campaign, for this we are trying to sync all contacts from MailChimp to Zoho Campaigns via Zoho Bigin. The 1st sync got configured, but 2nd & 3rd Sync is not getting setup. Once I click on the activateSorting Contacts
So the Bigin app lists all contacts in alphabetical order which is pretty useless if I’m on the road and trying to figure who my latest inquiries are from. I would like tosort them by a custom field - Inquiry Date. Is there any way of doing that?Multiple Contacts for a Deal in Bigin
Does anyone know if it is possible to have more than one contact listed on a deal in Bigin. We typically have 2 or 3 people we are dealing with and it is important to have them notated for the team. I would like it to be listed just like it is on aNotes
I would like to create notes in the activities module. Is this possible? HowHow do I send mass email from my linked Office 365 account?
I want to email all of my customers a quick update but the test email shows that the mass email is being sent from a strange Zoho email account, not my regular Office 365 account. How can I correct this? Thanks in advance.Bigin - API and/or White labeling available?
Hi, looks like Bigin could be an promising entry product for our customers. Is there (or will be) an API available for Bigin? Can we white label the solution? Regards Gunnarwork flow check
Hi When i apply this condition will this be applicable for old contacts and also for new added contacts in the future ----------------- Conditions Which Contacts would you like to apply the workflow to? Contacts matching certain conditions All ContactsMass Emails in BIGIN - BCC rather than TO?
When I choose multiple contacts and try to send mass emails, each contact's email shows up in the "To" field. I do not want my contacts to see each other's emails. Is there any way to put these email addresses in a BCC field instead? Or not show the listOption to import and export contacts is now supported in the Bigin iOS app
Hi everyone, In the latest version (v1.3.1) of the Bigin iOS app, you can now import and export contacts with a click of a button. This feature will help you to save time and eliminate the process of entering the contacts information manually. ThisTo created fields in the deals module that can be asked at different stages of Deal cycle
I want to understand how I can create some fields in the deals module that the sales rep would have to fill only if it is moved to that cycle of deal. For example: If the deal moves from qualification to demo done, In the demo done stage I would likeHow long you take to answer a ticket for bigin support? Too slow
Hello We have created a ticket but i dont know how long guys you take to answer?. You take too long. Usually supports replies within 24 hours but with you is horrible. When i emailed to bigin support i dont even get a ticket number. The ticket was createdUpcoming new updates in Bigin - Now up for early access!
Hello everyone, We are excited to announce our first set of enhancements in Bigin for this year. Since our public launch, our focus has always been to make Bigin more usable and practical to our small business customers. Keeping this in mind, we've beenBigin stops syncing with Google Calendar
Hi there, I am having the an issue with the sync feature of Bigin Events and Google Calendar. It constantly stops syncing. Each time it stops syncing I have to disconnect the calendar through intergrations and then re connect it. As you can imagine thisImport tasks, send emails from the native apps and more
Hello everyone, I am back with our next set of release items. Here's a brief introduction to each of them. Import Tasks You can now import tasks in to your Bigin account and associate them to Companies, Contacts and Deals . Before importing Tasks, ensureRelated Email section is now available in the Bigin iOS app
Hello All, In the latest version (v1.3.0) of the Bigin iOS app, we have brought in support to access the emails related to a record from within the app. You can now view the related email section within Contacts, Companies and Deals module records.Welcome to the Bigin Community
Hello everyone, We are happy to welcome you to our community. Let us help you get started by understanding what Bigin is and how this community can be beneficial for all of us. What is Bigin? Bigin is a customer pipeline management application that helps you organize and track business activities with your customers as they move through the different stages of your business process. Sales, customer onboarding, and qualifying leads all make up the stages of your pipeline in Bigin. Bigin acts asCan I Integrate MixMax with Bigin .. need advice and guidance please.
My client prefers to use MixMax.com and I need to integrate that tool with Bigin. Any help, advice, and instruction would be greatly appreciated. Please include links, etc.Seamless.AI
I know that Seamless.AI works with ZOHO CRM. Will Bigin import this data automatically as well? ThanksCreate custom field to calculate or simulate sales commission in Bigin
Is there a way to create a custom field to be able to track sales commissions from Deal to Close for a particular team member?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.Share Copy of submitted Zoho form into Email template
I created a Zoho form and integrate it with Zoho Bigin contact module, when form is submitted it create new contact and save the data into that contact. Now I need a email workflow that should be trigger and contains the copy of data of forms. Is thisCreating New Deal for a New Contact and/or a New Company
Dear Zoho Team, When creating a new deal directly for a new contact and/or a new company web form of the system don't collect the fields for the new contact and/or the new company. That means that the user can create a complete deal for a new contactHow to create a Bigin Deal directly from Zoho Desk?
Hi There, We use Zoho Desk and receive multiple quote request from potential leads. Some of these mails from customers we would like to track closely in Bigin. Is there a way to create Bigin deal directly from Zoho Desk?Bigin+Invoice app: How do I raise an invoice for a contact (B2C), instead of raising it for a company?
Hi, New to Bigin & Invoice apps. Bigin allows me to create B2B deals by connecting the companies and B2C deals by connecting the contacts (individuals), instead of companies. However, when raising an invoice on Zoho invoice app, the only option allowedHow can reuse the Delete custom fields?
I create custom field in the contact module but after some time I delete that field but now I want to reuse that field again but not getting how can I reuse this and it is not allowing me to create new one. Can anyone help me to get out of this. ThanksMultiple Email ids linked to Bigin Account
Hi There, We use Zoho Desk and have 3 different emails which gets converted to tickets. When I am using Bigin and looking for emails. Some of the email ids of customers are visible and some of them are not visible. Not sure why?Deal Creation
How I can include all details / information entered with a contact / company to create any deal for that contact in Bigin?Automation
Is it possible to create a deal from contacts by a workflow in Bigin?Zoho Bigin contact addition
How do I add multiple contacts in a deal?Changing field format
Please advise how to change a field format in Bigin. I have a customer field which is set as text, but now I want to change that field as number. I cannot delete that current text-formated field and add a new number-formated field because I don't wantBigin Integration with Other Zoho One Apps
Are there plans to integrate Bigin with other Zoho One Apps. The apps I'm most curious about are: Zoho Meetings Zoho Bookings Zoho Campaigns Zoho Invoices I've been using Zoho CRM but prefer the simplicity of Bigin. Hope integrations will be availablehelp setting up / syncing my email - error key.subject.dnmismatch
hi can anyone help me set up and sync my email - ive put in all the details but its coming up with this error key.subject.dnmismatch its a IMAP email im setting up thanksIntroducing 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 synchronizeWeb Form File Upload Limit
The file upload limit to a web form is 3 files of 20mb each. Is there a way to increase the number of forms Contacts are able to upload?Zoho Books Integration, Rename modules, All new Pipeline view and more!
Hello everyone! We are back with some exciting announcements. But first, Happy Birthday, to us! Bigin turned ONE recently and with that we also have a new set of features we are excited to share with you. We have opened our most awaited early access featuresZoho One - CRM and Bigin Integration
Hi, I was wondering why Zoho CRM and Bigin are not integrated? Bigin seems like a big leap forward in usability for field sales reps. However, I was disappointed to hear that data in Zoho CRM wouldnt populate into Bigin. Whats the rational behind this? Is there a plan to make this happen?From 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 moneyPick which fields are important to show up elsewhere
Hi, Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to. Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quicklyNext Page
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Announcements
Option to import and export contacts is now supported in the Bigin iOS app
Hi everyone, In the latest version (v1.3.1) of the Bigin iOS app, you can now import and export contacts with a click of a button. This feature will help you to save time and eliminate the process of entering the contacts information manually. ThisUpcoming new updates in Bigin - Now up for early access!
Hello everyone, We are excited to announce our first set of enhancements in Bigin for this year. Since our public launch, our focus has always been to make Bigin more usable and practical to our small business customers. Keeping this in mind, we've beenImport tasks, send emails from the native apps and more
Hello everyone, I am back with our next set of release items. Here's a brief introduction to each of them. Import Tasks You can now import tasks in to your Bigin account and associate them to Companies, Contacts and Deals . Before importing Tasks, ensureRelated Email section is now available in the Bigin iOS app
Hello All, In the latest version (v1.3.0) of the Bigin iOS app, we have brought in support to access the emails related to a record from within the app. You can now view the related email section within Contacts, Companies and Deals module records.Welcome to the Bigin Community
Hello everyone, We are happy to welcome you to our community. Let us help you get started by understanding what Bigin is and how this community can be beneficial for all of us. What is Bigin? Bigin is a customer pipeline management application that helps you organize and track business activities with your customers as they move through the different stages of your business process. Sales, customer onboarding, and qualifying leads all make up the stages of your pipeline in Bigin. Bigin acts as
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Most Discussed Topics
Mass Emails in BIGIN - BCC rather than TO?
When I choose multiple contacts and try to send mass emails, each contact's email shows up in the "To" field. I do not want my contacts to see each other's emails. Is there any way to put these email addresses in a BCC field instead? Or not show the listImporting From Linkedin
Is their a document or KB that shows how to import my contact from linkedin to Bigin ? JayProblem sending POST request
I'm using a desktop REST client to send a request but I keep getting: { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" } I'm sending an Authorization header as follows: Zoho-oauthtoken 1000.54c1a8cbb00d2a0ed98350eed6.06b7f99a96ee9079291a2b5beaMailChimp & Bigin Integration doesnt work for 2nd Audience
We are trying to migrate from MailChimp to Zoho Campaign, for this we are trying to sync all contacts from MailChimp to Zoho Campaigns via Zoho Bigin. The 1st sync got configured, but 2nd & 3rd Sync is not getting setup. Once I click on the activateHow long you take to answer a ticket for bigin support? Too slow
Hello We have created a ticket but i dont know how long guys you take to answer?. You take too long. Usually supports replies within 24 hours but with you is horrible. When i emailed to bigin support i dont even get a ticket number. The ticket was created
Sticky Posts
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.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 launch
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