Bigin has been the worst CRM ever for us
The integration with office outlook worked, then broke, was then fixed, then broke again. This has made the platform unusable since we signed up. During this time Zoho have taken our money and refused any refunds, anyway we have had enough we are votingFrom 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 moneyMicrosoft Power-Automate Custom Connector to Bigin
Has anyone managed to create a working Custom Connector for Microsoft Power-Automate/Platform ? I note that there is a Premium Connector available for Zoho-Sign so presumably it should be possible to create Custom Connectors for other Zoho products suchOffice 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 OfficeRefund
Hello, I would like to request for refund for 5 users' licenses, since it got auto-canceled on 13th June. Then again I purchased for 4 users on the 14th June. Can you please guide me through the process further? Or is there anything I can do from my sideEmails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether orProblem integrating Bigin and 365 Contacts
Hello all, i was hoping someone can help me (Bigin support has failed so far) I'm trying to synchronise Bigin contacts with 365 contacts. i've followed the instruction in the link below and add and activated the contacts as image below but when i hadBigin 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 lowMail Delivery Failed
When I sent an email through Bigin today, I got the following message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. TheFeature Req - add "Webhook" action for Bigin Workflows
It would be great if you could trigger a webhook to external service, e.g. zapier or zoho flow, as part of a Workflow in Bigin. There are many limitations when using Zapier or Zoho Flow e.g. if you want to have some automation performed only when a specificName 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.Fiscal Year
How do I configure the fiscal year for my organization in Bigin?Mandatory fields
Is there a way I can make a field mandatory when I move it to the next pipeline stage? I am using BIGINJoin us at Bigin's first ever India customer meet-ups!
Hello everyone, We're thrilled to announce our first ever Bigin user group in-person meet ups in India. Why are we organizing this? To give you a perfect opportunity to learn and exchange more knowledge about Bigin! And a bonus, to show you a sneak-peekIntroducing 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 synchronizeSchedule 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.Workflow : Update a multiline text field
Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? ThanksBigin+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 allowedInteractive Dashboard Charts
Hi, I'm pretty sure this has been logged before somewhere on this community site. Please consider the Dashboard Charts to be interactive. (You can click on dashboard charts to go further into the relevant details ,to open requests, customers etc.) OnHow 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?Bigin + Zoho Projects integration
Has anyone successfully integrated Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on theWe 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 mustBigin App - Files from Workdrive
Hello there, I have recently noticed that a new feature has been added to Bigin while on desktop allowing us to now add files to our contacts or events directly from Zoho Workdrive, which is great. However I have now realised that any files that I attachBigin Mobile app is now HIPAA compliant.
Hello All, In the latest version ( v1.4.15) of the Bigin Android mobile app and in Bigin iOS app(v1.4.10) , you can secure and restrict individual's health information and stay compliant with HIPAA. Now both Bigin Android app and iOS app support theDeals & activities
Hi there, Out team works by creating and completing activities along the day that help deals go through the sales pipeline until it is won or lost. We need to clearly see when a deal has no activity in the Deals View panel, as this indicates that no advanceIntroducing new actions in Pipeline/List view!
Hello everyone, We have recently rolled out eight new actions in Pipeline view/List view that will enhance user experience with activities like tasks, calls and events. View the Activity status of each record You can now know the status of the activityEmail Template are not available
I created the email templates, but the templates are not available while I am trying to insert them in the mail. It is not showing the available Email templates there.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 andCustom 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.Each Staff Member to have their own Default Pipeline view
Hi, Each Staff Member currently has their own pipeline that they deal with. e.g. the customer engagement officer only deals with getting the customer on board. > Customer Engagement pipeline. The Dispute Resolutions Officer only deals with their pipelineGoogle Calendar confusing integration
Hi, Please see attached screenshot. Let me know please how to avoid that there is a separate google calendar in our account. I need the Bigin events just to write on the normal calendar without creating another one on my google calendar. This not onlyBigin 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.New Field called 'Description' under the Stage Name in a Pipeline
I would love a new Field of a Description field under the Stage name. This would be for clarity on what the Stage is intended for (to not only help new Staff but to also or describe any automation or workflow process when dragged to this Stage) e.g.Should I Add Leads in Bigin?
ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list. if I enter them I can track them (I understandCreate a Follow-up action for a new Task on a specific date automatically
Hello all, Does anyone can help with a solution I can't solve in Zoho bigin functionality: When I create or update a Task the customer ask to be reached in 3 days or on a specific date and I would like to Create a Follow-up action (a new Task) on specificCreating 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 contactQuick Create popup for Lookup fields, Mailchimp related list and User lookup field!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.Outgoing email nog working
Hi, I can't get my email to work in Bigin. Incoming email comes in fine but I can't get it to sent and it gives me this message (dutch version): Fout bij verzenden van e-mail Maybe it is because my incoming and outgoing server are not the same and bothIn the latest version of the Bigin Mobile app, we have brought in support for 'Email-In' feature.
Hello, In the latest version of the Bigin Android mobile app (v1.4.13) and Bigin iOS mobile app (v.1.5.2), we have brought in support for Email-In feature. The records in the Pipeline module (Deals) are the actual work for a user in Bigin. However,Organisation Storage - Storage Consumption by Users - How to identify Files taking up storage usage
Hi, In the Administration Settings, Data Administration > Storage > Organization Storage, we can find a list of which user (staff member) is consuming the the space of the allowed Storage (3gb) however, there is no option to click to further identifyNext Page
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Join us at Bigin's first ever India customer meet-ups!
Hello everyone, We're thrilled to announce our first ever Bigin user group in-person meet ups in India. Why are we organizing this? To give you a perfect opportunity to learn and exchange more knowledge about Bigin! And a bonus, to show you a sneak-peekIntroducing 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 synchronizeSchedule 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.We 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 mustBigin Mobile app is now HIPAA compliant.
Hello All, In the latest version ( v1.4.15) of the Bigin Android mobile app and in Bigin iOS app(v1.4.10) , you can secure and restrict individual's health information and stay compliant with HIPAA. Now both Bigin Android app and iOS app support the
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Name 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.Bigin has been the worst CRM ever for us
The integration with office outlook worked, then broke, was then fixed, then broke again. This has made the platform unusable since we signed up. During this time Zoho have taken our money and refused any refunds, anyway we have had enough we are votingFiscal Year
How do I configure the fiscal year for my organization in Bigin?Workflow : Update a multiline text field
Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks
Sticky Posts
Schedule 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.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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