Team adding
How can i add my team?
How to get Outlook 365 <--> Bigin to sync two ways
Hi, I'm testing Bigin and the integration with Office 365. If I create a contact in Bigin, it shows up almost immediately in my Outlook contacts with a category "Bigin Contacts - [org ID]." However, it's not working in the other direction. When I add
Does Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM?
I have a question regarding Zoho Bigin. Specifically, I would like to know if Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM. If not, I am curious if Zoho Bigin has plans to add this feature in the future. Thank you for your
Relate contact to deal via Rest API
Hi everybody, Someone know witch is the best way to relate contact with deal in Bigin via API? I tried method explained in documentation but system return the following error: DOC reference: https://www.bigin.com/developer/docs/apis/update-related-records.html
Secure File Attachments
I am searching for a way to restrict access to files attached to customer profile. For example, if we have a need for certain employees to be able to view/edit customer contact information, but should not be able to view an attached contract - could a
Does Bigin not have Deal Percentages for Pipeline?
Hi there, I have subscribed to Bigin and am kinda taken aback that it looks like there is no ability to tie a deal percentage to a pipeline stage to generate any type of simple forecast dashboard!? Am I missing something?
Creating monthly recurring deals for contracted work
Ours is a service business with a mix of projects and recurring service delivery. I would like to create deals that will show revenue monthly on a recurring basis without having to manually clone each deal every month.
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.
Bigin Organisation Setup for New Customers - Team Pipelines is Forced to be Used
Hi, I'm setting up a new environment so I can show another company how Bigin works for us so hopefully, they will be as impressed as we are using Bigin as our main CRM. However, while setting up the new Bigin environment as a TEST trial period, it forces
The incoming reply email notifications from customers are not appearing in my Bigin Premier
I have tried using the email notification workflow in Bigin, but it did not work. As a solution, I always check my Gmail for see customer reply emails notification. This is not effective. Is there a solution to display my customer contact email notifications
Convert an Email into a Deal (Pipeline card)
Hello, I open a Company panel and I access "Emails" tab. This company sent me an email, and I want to create a Deal from this email. How could I do ? Thank you. Joffrey
unable 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. Any
Call duration issue in Bigin
Hi There is an issue I'm facing with Bigin regarding call duration. For most calls it stays at 00.00 in the call history. Is anyone else facing this issue or am I missing something obvious. Please can help?
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.
Facebook Lead/Messenger Lead to Bigin directly
Hi, We sell more on Facebook messenger, inquiries, and order confirmations at the moment. Can we directly import or integrate Facebook Messenger Lead information to Bigin directly? What are the ways to get lead information directly to Bigin? Thanks,
Connected Records are now supported in the latest version of the Bigin app
Hello all, Connected Records are now supported in the latest version of the Bigin app on all platforms (Android v1.5.9, iOS v1.6.5, and macOS v1.4.4). The age-old challenge of ensuring a seamless flow of information across departments in businesses is
BigIn - Calendar view for activities/events
We are evaluating BigIn to switch from Pipedrive. One thing that is missing is a calendar/week view for your event activities. It would be very nice as a manager to have a calendar view that shows me all sales meetings me and my two sales rep have on
Announcing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
SMS to customers from within Bigin
Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
Links back to source data in Bigin email templates
Is there any way to add links back to the source records in Bigin email templates? I know you can insert data from the records but I would like to also provide a link back to the record. We use templates in workflows to alert our sales team that their
#BiginnersTips- 6 ways to add data to your Bigin account! - Post 3
Data is the star of your CRM, isn't it? That's what everything revolves around. So it's only right that adding or migrating data into your CRM should be no rocket science. The flexibility to add data through multiple channels is always beneficial for
[New] Import from Pipedrive, Hubspot, Increased base limits in API credits and more!
Hello everyone, We are excited to announce that just one month after Bigin's major milestone, we are back with more updates, that will make your work easier and more efficient. In this post, we will walk you through the new features and recent enhancements
Two way Google Contacts and Calendar sync
Please explain if Bigin does a 2 way synch of Calendar and Contact items... I added some new contacts in my Google Contacts and label it as BIGIN, but I do not see it appearing on my Bigin contacts. Please clarify. Thanks
How to ensure email is retained within Bigin CRM Client record and / or Deal history if the user leaves.
Hi I have read the link below for Zoho CRM. Is the same email setup required (POP3) if emails must be retained in the Bigin records after the user has left the business? Some current users have only gmail, is this still possible and if so, how? Many thanks
Cant connect with Zoho CRM
Whenever i try to connect Zoho CRM with bigin i get this error massage. This would be fine if i did not have all rights in bigin. please help
No of records in bigin
Why is number of records limited in zoho bigin? express plan has only 50k records premiere plan has 100k records Why is it not unlimited records? What does it mean by records?
Is there a way to filter your contacts and add them to a pipeline
Hi, I would like to be able to filter my contacts to meet certain criteria (viewing the contacts page) then add them all to the 'recruitment' pipeline. Is there a way to do this without adding each one individually? I don't want to add 'secondary contacts'
Additional Pipelines and Air Actions support in the latest version of Bigin Android app
Hello all! In the latest version of the Bigin Android app (v1.5.8), we have brought in support for the below enhancements: Additional Pipelines: The existing list of available team pipeline templates has been expanded to include the following templates:
Dashboards in Mac Native App and Activities in Dashboard?
Hello- Light user of CRM (Zoho One user) and am LOVING the looks of Bigin. Nice work. Two questions: 1. I don't see the Dashboards Module in the Mac Native Client. Is there a way to add this? 2. Is there a way to add a list of my activities to a Dashboard?
How can I add images to contacts in Zoho Begin
I'd like to add a profile picture to each of the contacts in the CRM.. How can I do this? I can't see any options in the custom fields for images.
Change Pipeline Stage based on Email-In for Customer Support
The new Pipelines and Email-In features are great, but I have one recommendation: please allow a Pipeline stage to be changed based on an Email-In reply. This is especially important when using Bigin as a Customer Support tool, as a reply to a ticket
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 want
Remove tasks, event, calls and mail
We use other software programs to manage this, such as Zoho One Calendar, Zoho One task, Zoho Team inbox and our own software for calls. These buttons that appear on a deal seems like they can not be removed. It only represents a way employees can mistakenly
Tally integration with Zoho Bigin
Hi, Has anyone tried Tally integration with Zoho Bigin. Please contact. Regards, Mili Juneja
Limited Number of records
What is records in Bigin? Why is it not unlimited? Why is it 100k maximum?
Not sure on how to integrate Bigin with Zoho Books/Inventory
Right now, our company have established the process regarding Zoho Books/Inventory. We send quotations, then create sales orders, after that we divide the process into invoicing and packages, the process finalizes when the invoice is paid and the goods
Early access for Team Pipelines: Bigin's next big update to transform the customer-facing operations for small businesses and teams
Dear customers, Are you ready to check out Bigin's most exciting new update? We're absolutely thrilled about this announcement! Say hello to Team Pipelines - pipelines that unify all your customer-facing operations in one platform. What's this new
Eliminare tutte le attività in massa
Salve, il mio account ha più di 9000 attività in corso come faccio ad azzerarle? Grazie
Introducing #Biginforeveryone!
First things first- Thank you for being a part of Early Access for Team Pipelines and showering us with your support and feedback. Today, we are globally introducing Team Pipelines, Toppings, Developer Center and enhanced mobile capabilities for everyone.
Emails 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 or
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