BigIn - Calendar view for activities/events
We are evaluating BigIn to switch from Pipedrive. One thing that is missing is a calendar/week view for your event activities. It would be very nice as a manager to have a calendar view that shows me all sales meetings me and my two sales rep have on
Pipeline Lost option - information or request
Is there way or option that appears when you move the pipeline deal to the Lost pipeline so that you write a note why the deal was last.
Prefix per pipeline
Please look at a ticket number prefix option per pipeline - why does the prefix have to be same in all pipelines eg - sales pipeline could be S 12345 - job pipeline could start with J 45678 etc etc
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 looking
Products 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 certain
Is 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 of
Facebook Lead ADS integration
Hi Bigin Team. I would like to propose 01 integration that can greatly improve Bigin without changing its basic characteristics. It would be the integration with the Facebook and Linkedin Forms. It is common for marketing teams to capture leads in form
Unable 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,
[New] Manage your Shopify orders directly from Bigin with the all new Shopify topping!
We’re happy to announce a new Shopify integration for Bigin. This feature allows you to connect your Shopify account with Bigin and manage your customers and track orders directly in the app. Shopify is a top e-commerce platform that helps you create
Announcing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised
Enhancements to Stage Transition Rules
Greetings, I hope all of you are doing well. We're pleased to announce recent enhancements we've made to Bigin's Stage Transition Rules, each of which we'll go over in more detail. Checklist support in Stage Transition Rules Previously in Bigin, you were
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. CB
Report for user
Hi Team, I need to create report on Dashboard for each user. I am attaching sample of report. Please have a look and let me know how I can able to create Dashboard for particular user. Please help me. Thank you for your time. Regards, Dvipa
Introducing Stage Automation - an easier way to automate actions on stage transitions.
Greetings, Previously, if you wanted to trigger any automated actions for stage transitions, you had to use Bigin's workflows. With this new feature, you can now create automations for stage transitions in just a few easy steps. If you want to trigger
Sync 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 domain
Stage 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 rules
Contacts - 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 have
Purchase orders in Bigin?
Hi there Is it possible to generate purchase orders in Bigin? We have a simple pipeline to model for a small wholesale company but we can't seem to find a way to generate an automatic purchase order number. Ideally this is something that's done with it
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 they
Sending data to Zoho Flow through a webhook url
Hey there, I am currently writing the function for a custom button in Bigin. When a user presses the button, information from the contact page from which it was clicked will push from Bigin to the Zoho Flow integration through the webhook. When testing
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 contact
Email-In and Email Deliverability Enhancements
Greetings, We're excited to announce a new feature that enhances the email experience in Bigin: Custom "From" addresses for Email-In replies. Now, both confirmed organization email addresses and the email addresses you use to sign in to Bigin can serve
Better email thread handling
Currently in Bigin, each email sent to or from a contact is listed separately, instead of being grouped in a thread. Email clients like gmail etc display emails in a thread as a full conversation for ease of reading. BigIn should show emails in the Email
#BiginnersTips | Elevate your CRM workflow with Bigin's checklist feature
Sometimes, a process is as good as the people following it. Whenever you work on any deal or onboarding task, you are mandated to complete a set of activities before you move the record to the next stage in the pipeline. For example, when you move a deal
Notes: is there a field to signify if present or not per deal?
In pipeline or list view, can we have a field which shows if any notes are present within the deal? Perhaps a simple visual cue, such as a checkbox - ticked for note/s present or unticked if not.
Introducing customizable form links in Bigin
Greetings, Forms are essential for businesses, as they provide a structured way of collecting information and engaging with customers. Bigin Forms simplifies form creation and distribution for your various business needs. Users can share forms with customers
We heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm must
Data export enhancements
Greetings, Previously, exporting data in Bigin would download all fields in the view. With this enhancement, however, you can select the specific fields you want to export. Let's say you only want to download the customer's details, such as their name,
issue with zoho.bigin.attachFile function
Hi , By using this snippet to attach a file to the deal, // to fetch file from the cloud using invokeUrl task fileVar = invokeurl [ url :"https" + file type :GET ]; //Upload an attachment *** resp3a = zoho.bigin.attachFile("Deals",dealId,fileVar,"webhookentrant__zoauthconnection");
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 friendly
How to keep image on imported html template
Hi , I have imported a template via html insert. Everything was fine after import, I even sent emails using the template. After a few days, all images are no longer present in my template. Why is this?
Issue 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"); record
Problem retrieving the record ID
Hello, I have a case containing 2 tasks. I would like to set up an automated system to determine the status of a case on the basis of the statuses of 2 associated tasks. Here is the use case, When a user updates the status of a task, 1- retrieve the record
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.
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 it
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 location
Assign owner actions in workflows
Greetings, Previously, in Bigin, you could assign owners by updating the appropriate field. However, this method only allowed you to choose one owner at a time. To enhance this process, we've introduced a new Assign Owner action, which enables you to
Important announcement regarding Gmail's new Email sender guidelines
What is this announcement about? Google has recently announced a new set of guidelines for sending emails from/to Gmail accounts, which will come into effect from tomorrow, Feb 1, 2024. They're enforcing stringent authentication requirements to improve
Problem with date format
Hi I use the snippet for each echeance in echeancierList { dueDate0 = echeance.getJson("Echeance_dt"); dueDate = dueDate0.tostring("YYYY-MM-dd"); info "input : "+dueDate0; info "output :"+dueDate; } expected result input : 31/01/2024 output : 2024/01/31
Bigin Form with reCAPTCHA not working
I created a form in Bigin and added Google's reCAPTCHA and all looks good until I insert it into my webpage. I have added both my domain and the crm.zohopublic.com domain to the reCAPTCHA domain settings, but on my webpage it gives the following error:
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