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. AnyEmails 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 orBigin 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.Answering a Bigin Call on my Mobile Phone
I am sure this is going to be easy to solve, but I am truly baffled!! When a call is received and the caller selects a response on the IVR the call will ring on our computers, however, we can't figure out how to answer it on our Mobile Phones as theyInsights Tracking Links reported as unsafe
Hi, We are having an issue with hyperlinks within email templates. Zoho adds the tracking links where we have created hyperlinks to sections of our website and then when these are clicked within the received email users are being shown a "This site hasZapier integration
HI, I have noticed that with your zapier integration, it does not matter what pipeline you map it to, it wont work, it will always send it to your 'qualification' stage on the first pipeline.Mapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6IMAP Sending Error from Bigin
Logged on to Bigin today to find that I wasn't able to access or send any IMAP emails. So I recreated the IMAP conneection (to my Fastmail account). I can now read the Fastmail emails on Bigin, but when I try to send from Bigin I get an "Error While Sending Mail" error. I'm sure the IMAP settings are correct. Something down on the Zoho side? A Fastmail issue? Any ideas on how to check this would be much appreciated.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.Importing contacts and company name not importing
When I am importing contacts the company name is not importing into the contact company field. What am I doing wrong? When mapping the fields the preview shows the compnay name. ThanksUse Custom Fields in email template with merge fields
Hello, I'm hopeful that someone here has an answer or possibly even a fix for my issue. My company has customized Bigin a decent bit with custom fields tracking different things. We are trying to create an email template on a pipeline that auto fillsAutomate email goes into spam
Dear Zoho Team, I have created a web form and integrate it into my website. But whenever the user fills data and submits the form. I have automated the thanks you email message to that user. But that email goes into SPAM. please help me to fix this .Slow reaction time or not registering double clicks
Hi, sometimes Bigin doesn't seem to react to clicks immediately. This is most noticeable when you try to open a company or contact record by double clicking You click and click and click and click and nothing happens. Refresh the site and then maybe itZoho Bigin 25000 Records Limit
I am unable to add new calls with this error message stating that there is a 25000 records limit in Bigin and we have to upgrade to Zoho CRM to continue. What is the reason for this and what is the resolution? What is 25000 Limit on? Moving to a new system now is really overwhelming and this limit is not stated explicitly anywhere else before we signed up.Updating Client Tag with Workflows in Bigin
I have been trying to update the client tag through workflows. Set up is as follows: Opportunity hits specific stage>Update Tag on Opportunity When Tag is Updated to Specific Tag on Opporunity>Update Checkbox Field on Client When Checkbox is selectedImporting contacts into Bigin does not connect to company
I imported companies first. Added the same company name to the company name field in my contacts csv file. When I import, there are no company assignments. It's behaving as if company name might not be the match field. So do I need to export companiesEmail 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.You can't schedule further export without downloading your previously exported data.
Bigin does not allow contact or company downloads by use of tags - why is this ERROR coming up? Where is the "previously exported data??" why is there a bloody restriction? You can't schedule further export without downloading your previously exportedGET Related Records Data does not respond to fields Query Parameter
I am trying to get a list of emails linked to a Contact, using the GET Related Records Data API call. It works if I want all the record fields. However, although the V2 guide specifies a "fields" Query Parameter, this is ignored. So even though I useUrgent - Call Log in Bigin
How is it possible that Call logs don't register call time duration automatically? On top of it.. I can't register time of call manually. It says invalid. Is it a bug? Something not included in features? A problem with my phone or permits? Please help!Spam from email sent from Bigin CRM
Hi Bigin team, I have noticed that sending emails from with in bigin crm to the clients the email is intended as spam. I have my bigin account setup with gmail imap. I have contacted various contacts in which they informed they don't receive the emailAdding a Custom field In Zoho Bigin Problem
Hi, I am trying to add custom field for deals. In that I need to create " stage " field. But in that name I have already found in default field. How to remove that field or edit the default field.Gmail Synchronization with Contacts in Bigin
Hi We have just implemented Bigin and started adding users, we love the look of the product but we may have hit a major problem that will derail our usage if not resolved. The site says that Bigin integrates with gmail but this is not really correct,Error when deleting Product
Hello, i am currently trying to setup Zoho Bigin. Now I´ve added all of the products my company sells, including ones i personally have nothing to do with. Now i want to delete them to keep it more simple, but get the error message that the products are connected to a deal and therefore they can not be deleted. Only Problem is, there is no deal in the deals module. In the beginning i set up some fictitious deals to check how the system works, but after that i deleted them all.Activity only AM/PM?
I live in Europe when a make an activity i see only AM/PM where can i set an european time?Automation and Integration
Hello There We have enabled this application a week ago and submitted some forms thru our websites and still they don't show up in the CRM. Please can anyone assist and advise?Setting call times and marking them as complete
When I log a call, I set a call time for a few minutes before the then-current time so it appears in the CRM as starting in the past. When I try to mark the call as complete, I get an error message saying "Call start time should be in the past". I checked my profile time zone and it is correct. I have attached a screenshot showing the call was started at 4:00 PM on 7/14/20 and I am trying to mark it as complete at 4:21 PM on 7/14/20. What is happening?Refund
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 sideIMAP account service for two website
Hi, I need to operate emails from two different IMAP accounts. But in Bigin, I fear there is only one account at one time. How can i add second one? Please guide.Dashboard component not showing correct information
I have added a dashboard component as follows: After saving, the dashboard is showing all Deals created since the beginning, not only for the current week vs last week. From what I can tell this is reporting per last 7-day period, rather than per calendar week.Merging Companies
We had a to import multiple times to get certain fields to import correctly and I am stuck 3-4 duplicates of companies and I need to merge them. is there a way to do that?Getting oauth errors on bigin
Hi Support, I'm getting oauth errors on bigin even though it works fine with CRM. I created a self client which will add contacts. I gave every permission you could and it still didn't work. What should I do. I might just switch to the standard CRM sinceGet Records API from "Deals" does not return "Associated_Products"
Hi there, Does anyone use the Get Records Api with "Deals" module as ressource ? On my hand, when calling this API, it does not return the "Associated_Products" array !? Is anybody facing the same issue ? Thank youSearch Contacts Records APi behaviour does not work the same than Deals ?!
Hi there, When i request the records from the 'Deals' module by the Search Api with following criteria "Account_name.name:equals:CustomerCompanyName", the api well returned the related records if there are. Fine ! But when i request same Api with theWorkflow Email Send Delay
I'm building a workflow that sends an email on opportunity creation. The email shows as sent from within the opportunity, but hasn't actually be sent and doesn't show in my mail 'sent' folder. Do workflow emails get batched and sent later? Or do I haveSupport ? Impossible to re-sync a 4th time from Zoho CRM
Hi, Impossible to re-synchronise a 4th time from Zoho CRM to Biging. I have tested and updated our Zoho CRM to avoid import problems. After 3 tries, the synchronization function is blocked and you have to ask to contact support. I have done this twice,Zapier Integration with BIGIN stopped working three days ago!
The integration of BIGIN with Zapier has stopped working three days ago, especially that of "creating and updating deals". We get the following error message. Error: Bigin: The app returned "request denied due to the invalid host".E-Mailadresse des Empfängers auf Bigin-Server gesperrt.............
Da Bigin schon von Anfang an keine gesendeten E-Mails an Outlook übergibt (synchronisiert), greife ich zu dem Hilfsmittel und sende mir die E-Mails an Kunden nochmals im CC oder bcc über Bigin an unseren Mailserver. Jetzt bekomme ich die Meldung: "E-MailsCant 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 helpUnable to update payment method
Hi I'm unable to update my payment method since it will always stuck on this screen (see attached)Next Page
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Announcements
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,Introducing Formula Fields for performing dynamic calculations
Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. ThisTrigger actions in third-party apps using Zoho Flow
Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and
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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 MoreZoho Bigin - should be able to link a "contact" to multiple "companies"
Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to addWhatsApp 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.
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Sticky Posts
Building Toppings #3 -Testing and publishing Bigin toppings
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 automate follow-up managementBuilding 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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