Merge templates sharing and execution by team members
Hi all, I need help on writer. Hope this group is the right one as well. I have a merge template created in Writer using Superuser, and I will require the team members to just run the merge filtering records, say using a quotation or invoice number thatImporting 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 companiesUnable to connect with emails from pipelines
Hi, I'm encountering issues when trying to connect emails with pipelines. Although I can see my emails via IMAP, the newest emails, which I need, are not visible (I can see these emails in signals but not in the emails tab of the pipeline). Additionally,Use 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 fillsAnswering 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 theyData Total in Associated_Products Object is not used
Hello, Although Total data in Associated_Products object is entered in the database, no information is displayed in the Products tab of the deal. What is the purpose of the Total data in the database?When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected
When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected - does anyone have a solution for that?Order line items (deal products) not syncing to CRM
Hi all, Quite urgent as we’re planning to roll this out to all staff this Friday. The order line items (the products) are not syncing. The deals themselves are, just not the line items. If the deal is created in BIGIN, the line items will not show inTelephony Integration with 8x8 and Zoom
BIGIN does not support integration with worlds too telephony provider 8x8 and Zoom it seems I am not talking if using Zoom meetings I am referring to Zoom Telephony and Unufued communications. is there a plan to bring this in soon? if yes then when pleaseYou 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 exportedCostumers not visibles at other user
Hello As CEO I created some costumers but the problem is that the users that I added, can't see the costumers? What I'm doing wrong? or what I have to do?Unable to add a new deal in Bigin
Unable to save a new deal in Bigin. Button Save does not work, the only possible acton is CancelGmail 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,IMAP 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.Get 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 youAdding 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.
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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 #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[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates
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