How do you automatically create a deal?????!!!
How do you automatically create a deal in bigin??? there is no create deal option in workflow or in the form builder. no tag trigger for deals or anything. What am i missing?Zoho CRM integration with Zoho Bigin
I am looking to add a contract sale person who is not very technology comfortable. I was hoping to let him use Bigin for his activities on the smart phone as it is more direct-to-sales. I found the integration with Zoho Contacts but not with CRM. Is this coming in the next few months? I don't want to create info silos. KenIntegrating Zoho Books with Zoho Bigin vice versa
Hi all, I'm using Zoho Books for financial administration, invoicing, estimates, etc. I'd like to use Zoho Bigin as a light CRM solution for my small company. For obvious reasons, I want to integrate Books and Bigin with each other. Does anyone know ifBigin Integration with Other Zoho One Apps
Are there plans to integrate Bigin with other Zoho One Apps. The apps I'm most curious about are: Zoho Meetings Zoho Bookings Zoho Campaigns Zoho Invoices I've been using Zoho CRM but prefer the simplicity of Bigin. Hope integrations will be availableZoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho 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 onZoho One - CRM and Bigin Integration
Hi, I was wondering why Zoho CRM and Bigin are not integrated? Bigin seems like a big leap forward in usability for field sales reps. However, I was disappointed to hear that data in Zoho CRM wouldnt populate into Bigin. Whats the rational behind this? Is there a plan to make this happen?Why are Products not part of Contact and Company
Hi In a previous post I mentioned something similar in which I see there's no answer. Still don't understand why we have product option in the bigin crm if you don't have it connected to the contact and company. I say this because if I am in a contactExclude Domains
In the Channels->Email->Email Sharing Permission->Public There is "Exclude Domains" where I have entered our domain so that internal emails cannot be imported. This does not seem to work. I can find no help on this option. What is it supposed to do?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 theAssociate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. ThanksCan i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. SadAdding modules in bigin
Hello can we add more modules in zoho bigin?Offline Access to App
Hello, i started to use Bigin and was wondering if it is possible to access the mobile app without being connected to the internet? I am working in hospitals, where I often have no connection inside and can not load the app.. which makes it pretty muchFilter Bigin Contacts by email campaigns they have bounced.
Hi. I have Bigin synced with Zoho Campaigns, and it works fine. If I click a contact, it shows me the status of the last email campaign sent to them. However, I want to be able to filter all contacts that have bounced so that I can update those contacts.Integration with Zoho sign to finalise a deal?
Hey team Looks like an interesting new product. What is the proposed workflow for closing a deal that includes sending a contract to a client from Bigin using Zoho Sign?Bigin - API and/or White labeling available?
Hi, looks like Bigin could be an promising entry product for our customers. Is there (or will be) an API available for Bigin? Can we white label the solution? Regards GunnarPipeline Questions
Have a couple questions: 1) How do i bulk email to deals in the pipeline? I do not want to send emails manually instead i intend to select a few deals and send followup emails. How can this be done? 2) Is the email sequence feature available yet? 3) How do i customize the sales pipeline stages?Can you associate an existing contact to multiple companies?
We are a HOA. People own multiple properties. I want to associate Homeowner A with two different addresses as Related Company 1 and Related Company 2. I cannot for the life of me figure this out. CBSeamless.AI
I know that Seamless.AI works with ZOHO CRM. Will Bigin import this data automatically as well? ThanksWant to add a dashboard component using a custom field
one of my custom fields is called PROFIT and in my dashboard id love to be able to re create the "revenue by month" but use my custom field "profit" instead of amount by month this possible?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.How Do I Integrate IndiaMart with Bigin?
I want to integrate my IndiaMart business profile with Bigin. How Can I do that? I want each and every lead coming from IndiaMart into the Bigin Contacts.can change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?default font in email templates
How do we change the default font in the email templates in Bigin? Probably right in front of me but... Thanks!Importing Notes with specific creation date
Hi, I am wanting to import Notes for Contacts from my Excel spreadsheet and I would like to set a date for the Note in Bigin, instead of the import date into Bigin. Is that possible?how to add a button on bigin template email editor
Hi Is there a way to add a button on bigin template email editor ? By using table component, I obtain this kind of result, Not very user friendlyhow to integrate zoho bigin to wordpress website ?
hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?Canvas Builder
Hello, is it planned to enable the canvas builder for Bigin and the mobile app too in the future? RegardsParent Company
I work with a lot of companies that are owned by a Parent Company and would thus like to track the parent company as well as the company itself. Can I set up a field that is called "Parent Company" and have that field allow choices from those companiesOAuth and Modern Authentication
We are trialing Bigin and our team likes the feature set. However the Email integration requires IMAP or POP, which is currently disabled in our environment for security reasons. Is there a roadmap where OAuth will be enabled for Bigin? We don't wantSave Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?Mass Emails in BIGIN - BCC rather than TO?
When I choose multiple contacts and try to send mass emails, each contact's email shows up in the "To" field. I do not want my contacts to see each other's emails. Is there any way to put these email addresses in a BCC field instead? Or not show the listSync multiple email accounts?
Is there any way to connect more than one email account to BigIn to sync emails in? Seems like a pretty common use case for people who run multiple businesses or have two separate email accounts used for work e.g. on different variations of the domainAssociate email to deal and multiple contacts to deals
Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that weOutgoing 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 bothQuote Frustration
Hi There It seems I can create a quote, but how do I then email that to a customer? Is there a function somewhere for attaching the quote lines in the email? Why have a send email button in the quote if you cant attach the quote as a PDF or even a table?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 understandin contact and company the option all emails not showing the emails
Hi I notice when we want to see all the emails for all contacts it does not show up. This happens to option tab contacts and company. If you want to see the emails and you have for example 5 contacts you have to choose one by one.Product Quantity Report in Dashboard
I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?New User has 3 questions about Bigin
I own a small real estate company. I have struggled to find an easy to use and functional crm and transaction manager that I feel my agents will actually use. Been testing Bigin some for past 2 days. It has awesome promise for many of my needs. Before I spend too much time developing workflows, I was hoping someone could help me with these questions. I have searched online, however, since this is a new product, there does not seem to be much online training. Thanks in advance to all who read andNext 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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