How to Automate Email Sequence
I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would beBest Strategy to import contacts and when to create leads
Hi, I'm new to Bigin and looking for a "best" strategy. I had and have the following idea for an use case: 1. Search for websites which I want to contact 2. Create a contact in Bigin with all the required information based on this website (via API ifThe same Contact associated to multiple Companies - Deals
Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of theOption in pipeline deal to select which hotel or branch or store if client has more than one local store
Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, andView Products (items) in Contact and Company
Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for theEasy way to create task from call
In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!Bigin use in hospital- Human Med or Veterinary
I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?Op zoek naar professioneel dakwerk in Lochristi?
Bij Kevin Dakwerken Lochristi ben je aan het juiste adres! Wij bieden een compleet aanbod aan dakdiensten, van nieuwbouw tot renovatie en herstellingen. ✅ Dakrenovatie & Dakisolatie – Bespaar op energiekosten met een goed geïsoleerd dak. ✅ Platte en Hellendein 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.Help with order importing, manual order creation, and how lookups work and Zapier integration to retrieve orders via webhooks
Hi I've been trying to import orders from my ecommerce package. I have set up a CSV file with some sample orders and have been trying to match the fields. I created new fields - see images (also a copy of the CSV). But I am getting orders skipped becausezappsusercontent.com refused to connect.
I have added a widget to bigin and when i try to access the widget it indicates "a0bfe442-8e0d-4646-a350-5b1b74d6ea3b.zappsusercontent.com refused to connect."Bigin & Booking. Associate the appointment with existing customers in bigin.
I tried to change the stage of the pipeline associated to a existing contact after he book a appointment in Booking. I use flow to create a event in booking when a appointment is done. But.... How can I relate the appointment with the existing contactZoho 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 onBigin Inventory Books Integration For Items
Hello, Can Bigin directly integrate for items sync with Inventory or Books? I don't want to use Flow, it's clunky. Thank youProducts in Email Template
I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal inCalender in mobil app
Hi any mews for when we are going to have the calendar option on mobile so that we have all information centralised for tasks, events and calls?Is there a simple way to convert a contact to pipeline based on email receipt? Email-in doesn't look like the answer.
First, let me say, I think I made a mistake choosing Bigin over CRM and now I'm trying to do something in Bigin I don't think it was designed to do, which is manage leads. It's either contacts or Pipelines, no lead nurturing in between. So now I'm lookingProducts module integrated with Contacts and Company
Hi, any news for when is the products module going to be integrated with Contacts and Company? There's no way to gather simple information for example; 1. Products by client. 2. Products by company 2. Company all the done deals either all deals or certainIs there lead tracking in Bigin? There should be.
Is there a way to track leads before they are ready to be added to Pipelines? I'm afraid we're going to lose opportunities. Example: We're sending out small batches of 25 emails to those we collected at tradeshows. They are all qualified leads. Out ofMerge Field for Email templates - First name Only?
How can we use the Merge Field to use the first name of a contact only, not first and last name? {Trials.Customer Name.} is the tag that shows up now.Automation
Hi All, Please help about this requirement. Requirement: 1. When a ticket moves in "Make PI Pending" then the same ticket automatically will be opened in " ICD2C" [Note: ICD2C-is a "Sub-Pipeline"] and also that ticket automatically assigned to the responsibleStage Transition Rules prevent moving deals to other pipelines
I have rules in place when moving deals to lost or win to ensure some particular fields are updated to ensure accuracy. However these rules are preventing me from moving deals to other pipelines. I'm having to delete the rules, move deals, then set rulesWhy 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 contactFilter 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.Has anyone created a bookmarklet to send a URL straight to a pipeline as a new deal?
The goal is this: 1. you're on a company page or LinkedIn profile 2. you'd like to create a deal out of this specific page and send the URL straight into a new deal into an established pipeline 3. you'd like to hit a javascript bookmarklet right in yourIssue with zoho.bigin.updateRecord function
Hi , By using this snippet to update deal status, //Delete-Update status existing Deal before creating a new (to avoid duplicate) *** info "isEmpy : " + resp0.isEmpty(); if(resp0.isEmpty() == false) { dealId = resp0.getJson("data").getJson("id"); recordBigin Version and Zoho One
We are a Zoho One subscriber and are looking at a more simplified solution for our sales team. Bigin seems to fit the bill and I thought it was included in Zoho One, but every time I try to do anything complex I'm told I need to upgrade. Is this normal?Is Zoho down?
I'm trying to send an invoice out through Bigin, and it just spins and I get an error. I also cannot send an email from bigin.Adding a mark up to a supplier cost
Hello, Bigin allows you to enter a discount to a supplier cost but I cannot see there is an option to add a mark up, can you confirm whether there is a way to do this? Thank you HayleyOrganization Email
Good day, We would like to prevent that customers will use personal email addresses to send regular emails that we would like to receive in the general inbox. How can I set the Organization email-address as default sender for all users? Kind regards,contact and company the option for activities to display all the information in one place
Hi In company and contact activities. Besides having 3 options in the TAB> activities> Tasks, events and calls Is there a possibility to have 4th option tab where it includes all 3 options (tasks, events, cal) under one TAB. For the option desktop andIssue concerning enable notification
Hello, I triggered a call api via make.com to activate notifications from Bigin to a webhook. Then I created a contact from Bigin. A notification is expected to the webhook. But no message arrives from Bigin. I've checked that the webhook is working properlySubsidiary company field
In the company fields there is an option for parent company, which is good. However, when you open the parent company record, you don't see the subsidiary. How can this information be displayed?Leads in Bigin
Are there any upcoming plans to incorporate the leads module into Bigin? Currently, we utilize web forms to gather leads and would prefer not to immediately add them as contacts. Instead, we transition these leads into deals upon qualification, ensuringcompany fields
there is no info about the company fields and deal fields ( pipeline fields ) and also share the info about all the fieldsHow do I remove a deal from pipeline? Bigin
Sometimes, the deal is just not going to happen after a while. It is not lost yet, but due to the delay in the decision, it will be strange to forever put it in new enquiries or in say quotation given. I would want to remove it as a deal from pipeline,option for emails Alerts on mobile app for received and tracking emails sent to contacts
Hi why is there no option to view the alerts on the mobile app Bigin if you receive a new email or if somebody has opened the email that you sent by tracking the email that was sent to contact. I have been looking around and simply did not find this optiondefault 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!How do you format the number field
I have a field in the pipeline where I input numbers. When the number is over a thousand, it is formatted as 1,000. Can you format the field to maintain just number with the comma?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?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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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 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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