#BiginnersTips - WhatsApp Integration- Post 1
Hello everyone! We're kickstarting a new series of posts in our Community forum called #BiginnersTips, which aims at providing nifty tips and tricks for effective product usage, sharing some best practices, and resolving the questions Bigin users and
Add unsubscribe link to your email, Import from Insightly and more!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Add unsubscribe link to your email You can now add unsubscribe links to emails you send from Bigin. When a contact clicks the unsubscribe link, the Email
How do I bring in a Pipeline I designed in Zoho CRM into Bigin?
How do I bring in a Pipeline I designed in Zoho CRM into Bigin? All the contacts, tasks, etc have come over into Bigin just not the Pipeline itself.
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 in
Zoho helped our sales team become more productive
With Zoho, Hyperzod’s sales team is now more efficient and productive as it has taken over most of their manual tasks and automated them. Multiple pipelines, using Zoho Bigin, have been created under the sales and deployment deals. In the past, spreadsheets
Introducing the Integration of Zoho CRM and Bigin for a two-way data sync
Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently. To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronize
Syncing/Copying Data from Different Modules
Hi, I am trying to automatically copy data from one field in one module(Deals) to copy that same text to another field in another module(Companies) i.e. At the end of the deal process, user needs to add the account number as a final action. Once added,
Enhancements in Bigin
Hello everyone, We have released a bunch of enhancements this month. Here is a small introduction to each of them. Increase in maximum record count for Express edition The maximum number of records that can be added to the Express edition has been increased from 25,000 to 50,000. This limit is also applicable for the Zoho One users. Refer to the feature availability page for more information. Integration with Zoho Meeting Bigin can now be integrated with Zoho Meeting. You can conduct virtual
Office 365 Email Integration - MFA and Basic Authentication
Hello, We are attempting to set up Bigin to use the email integration with Office 365 using IMAP. We are trying to change our Office 365 settings to allow for basic authentication, and wanted to know if anyone has successfully integrated Bigin with Office
Bigin's apps for iPadOS 16 and macOS Ventura are here!
Hello everyone! Here's more good news following our earlier iOS 16 announcement. Bigin's latest versions for iPadOS 16 and macOS Ventura are out in App Stores now. Let's take a look at what's new! External display support A second screen can be
Hide Option - Won / Lost Columns
I have found that I don't like that these columns are visible on the pipeline. I accidentally click on the cards or move them to the lost column. I think once they have gotten to that point it should not be visible in the pipeline anymore. If we need
Custom Field disapeared and can't create new one
Hi, I created a custom field in the contact module and moved it to the "address information" section but the field immediately disappeared. The total of custom fields used went up after the creation and down after it disappeared. Then, I tried to recreate
From Bigin to Zoho CRM
Hello Zoho team, Last week we bought Bigin Express, thinking that it will be enough for our needs. However, we now understand that we need a bit more and thus were thinking of moving to Zoho CRM Standard. Would the switch be easy or will we lose the money
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.
Introducing Bigin for iOS 16
Hello everyone! We're excited to announce that Bigin is up and running on iOS 16. With the latest version, users can find features like Lock Screen widgets, RoomPlan, Weather, Focus filters, and much more. Lock Screen widgets Bigin's widgets are
Bigin has NO SUPPORT !
It's a shame... Our company is paying for Bigin, and we have been submitting support tickets and NO ANSWER.. NEVER... Also, online help is totally useless, and what is worst, the 45 minute webinar you guys did a few months ago is HORRIBLE... ultra low
Introducing APIs for Bigin
Dear customers, I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launch
Telephony integration UK
Has anyone successfully integrated BigIn with a UK-based telephony provider? Which did you get working? I'm struggling ... CallHippo's registration form hangs Can't get Zadarma to work even though both systems say they are connected RingCentral looks
Ownership while creating new contact
While creating a new contact or deal, my users can choose who will own the new contact from the list of all users, including super admin. I want to turn off this setting so they can just create their own contacts and deals, and not be able to choose another
Mail Delivery Failed
When I sent an email through Bigin today, I got the following message: This message was created automatically by mail delivery software.
A message that you sent could not be delivered to one or more of its
recipients. This is a permanent error. The
Feature Req - add "Webhook" action for Bigin Workflows
It would be great if you could trigger a webhook to external service, e.g. zapier or zoho flow, as part of a Workflow in Bigin. There are many limitations when using Zapier or Zoho Flow e.g. if you want to have some automation performed only when a specific
Join us at Bigin's first ever India customer meet-ups!
Hello everyone, We're thrilled to announce our first ever Bigin user group in-person meet ups in India. Why are we organizing this? To give you a perfect opportunity to learn and exchange more knowledge about Bigin! And a bonus, to show you a sneak-peek
Interactive Dashboard Charts
Hi, I'm pretty sure this has been logged before somewhere on this community site. Please consider the Dashboard Charts to be interactive. (You can click on dashboard charts to go further into the relevant details ,to open requests, customers etc.) On
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 the
Deals & activities
Hi there, Out team works by creating and completing activities along the day that help deals go through the sales pipeline until it is won or lost. We need to clearly see when a deal has no activity in the Deals View panel, as this indicates that no advance
Introducing new actions in Pipeline/List view!
Hello everyone, We have recently rolled out eight new actions in Pipeline view/List view that will enhance user experience with activities like tasks, calls and events. View the Activity status of each record You can now know the status of the activity
Each Staff Member to have their own Default Pipeline view
Hi, Each Staff Member currently has their own pipeline that they deal with. e.g. the customer engagement officer only deals with getting the customer on board. > Customer Engagement pipeline. The Dispute Resolutions Officer only deals with their pipeline
Organisation Storage - Storage Consumption by Users - How to identify Files taking up storage usage
Hi, In the Administration Settings, Data Administration > Storage > Organization Storage, we can find a list of which user (staff member) is consuming the the space of the allowed Storage (3gb) however, there is no option to click to further identify
Co-working
Hi. How to add my managers to this crm and work together???
Add your email enquiries to your Bigin pipeline automatically with the Email-in Topping!
Email is the most preferred form of communication around the world. Customers send their enquiries via emails and customer facing teams capture those details manually in their Bigin account. So, we wanted to automate this process by introducing the Email-in
Important: Reconnect your Gmail Account using App Password
Hello everyone, Starting May 30, 2022, Google will no longer support plain text password based authentication, which is the method we have been using for Bigin's Gmail integration. To avoid any interruption, we request you to reconnect your Gmail account
Bigin new phone system in Australia with ability to Call Record on PC/laptop/Mobile phone
Hi, We are looking to purchase a new phone system for Bigin. We are based in Australia. Do any of you know of any VOIP providers that integrate with Bigin and have the ability to call record, not just from the PC/laptop but also have the ability to forward
Two contacts in one deal
hey guys, I use Bigin Premier and other Zoho products. Now I would like to host a charity auction for our members and I would like to use Bigin to process it. The problem is that the buyer and seller need to be saved and both should receive different
Changing SuperAdmin
Hello, I'd like to change the superadmin from myself to another user, is that possible? If not, can I clone a whole Bigin Organization with its deals, contacts and module edits to another organization created by the required new Superadmin?
Receiving email from a contact is not appearing in the contact record. Only the sent email
I want to see both sent mail and received mail from a contact. What do I have to configure to ensure I receive emails as well?
Rich Text or Markdown Formatting for Notes
It would be awesome if we could format the text and content in the Notes section on Deals, Contacts, etc. It is helpful to be able to make some things bold or underlined. And being able to use bullets and other formatting actions is helpful in several
Reordering tab in Bigin Mobile
HI, I'm trying to use Bigin Mobile.I'm trying to figure out how can I customize the order the tab in Deals and also Contacts. It i possible to reorder Tabs on the Web application, there is an icon on the right of the tab bar. But where is it on the mobile
Introducing Bigin Premier: Multi-currency, Advanced Workflows and more!
Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know.
Company matched products
Can products be combined with companies?
Time Created shown on Card is incorrect
The time shown on the Card appears to be in a different time zone than the time shown on the timeline. Also, it Doesn't seem to be consistent - some cards show the proper time and some do not. For example, I have one that shows it was created tomorrow!
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