WhatsApp Report in Bigin CRM
Reporting feature for Bigin CRM’s integrated WhatsApp that provides insights such as: Number of WhatsApp conversations closed Number of messages sent and received Number of conversations replied to Response and closure metrics for WhatsApp chats MoreTag Adding Option in Kanban Card Customization Bigin CRM Mobile App
I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.
It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all atSearchable email tab in Bigin
Hi team, Could I please request a feature update, to be able to search emails within the email tab of Bigin. We have large correspondence with some agents and it would be very helpful if we are able to search from this section:Can you sync your Apple Calendar with Bigin Activities/calendar?
I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way wouldTemplates Access
There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as theyIN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOADSchedule workflows to run on business days only (not weekends)
Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email inUsing LinkedIn to generate contact/company information
Hi, we are currently in the process of implementing Bigin. One thing we really miss is a functionality that automatically generates contact or company information based on an email address or name/address. Before switching to Bigin, we were using Teamleader,Feature Req - See imap emails in Timeline tab of a deal
In many other CRMs such as pipedrive and hubspot, when you are looking at the timeline of a deal you can also see snippets of emails that have been sent or received and then click to view the full message. This gives users a fast way to catch up on EVERYTHINGTask does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?Enhancing Note Functionality in Bigin
Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "ImportantTrigger workflow based on email status
It would be great to be able to trigger a workflow based on the status of an email sent from within Bigin. For example, I would like to create a workflow that generates an email alert or creates a task after a contact opened an email and did not respondExpanded 'Stats' section
Hi team, Can you please update the 'Stats' section when in an agency or agent record to provide more detail. For now it only shows a summary of the Open or Won pipeline records. I would like it to show at a minimum Open, Won, Lost and Total records. ItHow to Send Email Templates via Workflow to Secondary Contacts?
Hi Everyone Is there a possibility to send email template via workflow to secondary contacts? Probably via a function? This is a very much needed feature for our business because We want all contacts in the deals be in the loop. If anyone has a scriptCustom Field - File Attachment / Upload
I would like to request a new custom field type of File Attachment or File Upload. This would be particularly useful for Deals object, so you can create a Stage Transition Rule whereby the sales rep must upload copy of signed contract to transition theContacts - Company see the TAB for products
Hi Is there way to see the products tab in the contacts - company. I would like to see all the products that I have for a company or contact and I see it is missing that option in the app bigin for example in the company information I would like to haveLog 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.Locate Nearby clients - contacts - companies
Hi I would like to leave a suggestion so that Bigin CRM help the users in locating nearby clients -contacts ou companies . As sales rep and always on the move would be great to have this feature to locate a contact nearby in which the app bigin uses locationMore options for user role configuration and for sharing data
We are currently moving from another CRM to Bigin and to be honest, the role configuration is becoming a bit of a headache for us. There are simply not enough options to configure the roles as needed. Users that are in different roles but on the sameLink entries in timeline to activities
Currently the timeline simply shows a list of the different types of activities with the time, date and contact details. However, those entries are not linked to the activities. So for example, you see that a call has been made or email has been sentSearch Functionality within the email Tab
Hi team, I'd like to request a search function to have a search box whenever in the Emails tab of a record in Bigin, so that you could type a search entry and it would show relevant emails that contain that term. Often, we have some records with a largeHave Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able toCant 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.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 ticketOption for Voice note
Hi I would like to leave a suggestion for notes option to have voice note for the notes. Pipeline notes Contact Notes Company Notes Activities notes ( task, events and call)Telegram, Discord integration - email is obsolete
Many of our customers are using Telegram or Discord to communicate. Having Telegram conversations in CRM would be fantastic. I'm glad that Bigin has email integration, but while most interactions start from email, less than 10% of all customer interactionsNew 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.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 needOwnership while creating new contact
While creating a new contact or deal, my users can choose who will own the new contact from the list of all users, including super admin. I want to turn off this setting so they can just create their own contacts and deals, and not be able to choose anotherFeature 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 specificFiscal Year
How do I configure the fiscal year for my organization in Bigin?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 identifyOrganizar módulos en Bigin
Buenas tardes, Me gustaría poder organizar el orden de visualización de los módulos disponibles en Bigin. Por ejemplo, en la web quisiera ver los contactos primero y luego los tratos. Adicional, me gustaría saber si se pueden inactivar modulos que noRich Text or Markdown Formatting for Notes
It would be awesome if we could format the text and content in the Notes section on Deals, Contacts, etc. It is helpful to be able to make some things bold or underlined. And being able to use bullets and other formatting actions is helpful in severalAssociate Workdrive Folder with Deal / Contact / Company
It would be really handy if one could associate a Workdrive folder in the Files section of a Bigin deal, contact, or company so that any files put in that Workdrive folder would be quickly accessible through Bigin. The use case seems like it would beSaving Filtered Views
Is it possible to save filtered views? If not, is this something that is planned? Seems like a need most users would have.Send email from companies profile and from task
I discovered that is not possible send email from companies profiles or from task and it's really crazy that I have to go to the person to send an email Will be very opefull that will be make aviable send emails from company profiles and from task or,Notifications settings
Hello, we would like to have in system the notifications in such way that Supervisor (Super Admin status) could see my actions through Notifications (bell sign). Now Supervisor could see only small part of actions, not for all deals. Second user hasIs there a way that the incoming emails can be linked to the deal and not get added to other deals where I used the same email address.
I use Bigin to track property purchases. I track the purchase of a property as a Deal, through different stages of the process. The Challenge I have is that I might use the same estate agent for different property deals and when I communicate with themNext Page
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Announcements
Enrich your contact and company details automatically using the Data Enrichment topping
Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveragingEasier onboarding for new users with stage descriptions
Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,Manage your invoices from Bigin's mobile app (iOS)
Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages ofSend Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useIntroducing Zoho MCP for Bigin
Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,
Most Discussed Topics
Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]
Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.WhatsApp Report in Bigin CRM
Reporting feature for Bigin CRM’s integrated WhatsApp that provides insights such as: Number of WhatsApp conversations closed Number of messages sent and received Number of conversations replied to Response and closure metrics for WhatsApp chats MoreWhatsApp Voice Message Sending Option in Bigin CRM
I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App
I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.AI Bot and Advanced Automation for WhatsApp
Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
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Sticky Posts
Building Toppings #3 -Testing and publishing Bigin toppings
Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automateBuilding Toppings #2 - Learn how to use Bigin's Developer Console to build toppings
Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowersBuilding Toppings #1 - Serving your needs with Bigin Toppings
Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlockSchedule 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.Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great
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