Trigger a Task when sending an email
I like the email integration in Bigin but cannot use it effectively without a Task being triggered when sending an email. For example, I currently use a Gmail extension called "Mixmax" wherein I can send an email and have it notify me at a designatedSaving Filtered Views
Is it possible to save filtered views? If not, is this something that is planned? Seems like a need most users would have.Senior Management View
I would like to provide our CEO access to all data in my account but only Read Only. Is this possbile and if not, do you have any alternative suggestions on enabling management to see the data but not be able to change it? ThanksDashboard
Can the various dashboard views be filtered by owners of deals? How can a manager isolate the data shown, for example, on the Overview by Salesman?Deals vs. Companies
I am a newbie and trying to figure out best practices when entering a deal. My deals are all based on a company, so what do you recommend in terms of the Deal Name and will I effectively be entering a Deal and a Company for every lead, even though theyMailchimp integration
Hello, i have started using Bigin as my CRM. we would like to use it as; When an email campaign is sent from Mailchimp, to an email that is associated with a contact in Bigin, then it syncronises and writes this email as a note (or similiar solution)Telephony 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 pleaseImporting 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?about multicurrency
I am facing a problem in updating conversion rates for USD and EUR it is automatically stating as 1 INR = 0.01 USD and 1 INR = 0.01 EUR how can we change it, because this is wrongNotifications settings
Hello, we would like to have in system the notifications in such way that Supervisor (Super Admin status) could see my actions through Notifications (bell sign). Now Supervisor could see only small part of actions, not for all deals. Second user hasYou 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 exportedAdding modules in bigin
Hello can we add more modules in zoho bigin?Google Calendar confusing integration
Hi, Please see attached screenshot. Let me know please how to avoid that there is a separate google calendar in our account. I need the Bigin events just to write on the normal calendar without creating another one on my google calendar. This not onlyCostumers 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?businesses and customers do not charge after activation
I was testing the bigin program in the testing period, after it finished there was an option to join +100 days to test the program by sharing it on social networks, this was done, the system started working again, just with a but in the browser it doesn'tCan't you select "inbound" as a call type in free version?
I am trying the free version of the software and i am not able to select "inbound" as a call type in the Call Log section. Is it only available whe you purchase the service? Thanks for your helpImport file column size limit exceeds
Hello! We cannot figure out why we are getting this error message (Import file column size limit exceeds) while importing less than 400 contacts under an Express account. We have 17 columns. I am not finding anything on column maximum. Thank you! CUnable 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 CancelContacts View
I have a few questions related to Contacts: 1) Is it possible to resize the columns? 2) Is it possible to change the order of the columns in the All Contacts view? 3) Can the Deal a Contact is associated with be shown in a column? 4) What does the fieldEntering Deal without a Contact
Is it possible to add a new Deal without a Contact? if not, it should be since I am sure I am not the only user that would like to add deals to my pipeline even before I have a known contact at the company.Custom Fields in Multiple Languages
We are looking to set up an implementation where the end user may speak one of two different languages. Is there a way to make the custom fields have both an English and a Spanish variation?Multiple Contacts for a Deal in Bigin
Does anyone know if it is possible to have more than one contact listed on a deal in Bigin. We typically have 2 or 3 people we are dealing with and it is important to have them notated for the team. I would like it to be listed just like it is on aBuilding a REST API to GET Records from 3rd Party Survey Tool
Hi all, I have been reading through how API calls work and have all the JSON parameters etc that I need. But I cannot figure out where to put this information in BIGIN. Can anyone advise how I actually build the API to accept data? I realize I could useProblem sending POST request
I'm using a desktop REST client to send a request but I keep getting: { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" } I'm sending an Authorization header as follows: Zoho-oauthtoken 1000.54c1a8cbb00d2a0ed98350eed6.06b7f99a96ee9079291a2b5beaMailChimp & Bigin Integration doesnt work for 2nd Audience
We are trying to migrate from MailChimp to Zoho Campaign, for this we are trying to sync all contacts from MailChimp to Zoho Campaigns via Zoho Bigin. The 1st sync got configured, but 2nd & 3rd Sync is not getting setup. Once I click on the activateNotes
I would like to create notes in the activities module. Is this possible? Howwork flow check
Hi When i apply this condition will this be applicable for old contacts and also for new added contacts in the future ----------------- Conditions Which Contacts would you like to apply the workflow to? Contacts matching certain conditions All ContactsTo created fields in the deals module that can be asked at different stages of Deal cycle
I want to understand how I can create some fields in the deals module that the sales rep would have to fill only if it is moved to that cycle of deal. For example: If the deal moves from qualification to demo done, In the demo done stage I would likeCreate custom field to calculate or simulate sales commission in Bigin
Is there a way to create a custom field to be able to track sales commissions from Deal to Close for a particular team member?Share Copy of submitted Zoho form into Email template
I created a Zoho form and integrate it with Zoho Bigin contact module, when form is submitted it create new contact and save the data into that contact. Now I need a email workflow that should be trigger and contains the copy of data of forms. Is thisHow can reuse the Delete custom fields?
I create custom field in the contact module but after some time I delete that field but now I want to reuse that field again but not getting how can I reuse this and it is not allowing me to create new one. Can anyone help me to get out of this. ThanksAutomation
Is it possible to create a deal from contacts by a workflow in Bigin?help setting up / syncing my email - error key.subject.dnmismatch
hi can anyone help me set up and sync my email - ive put in all the details but its coming up with this error key.subject.dnmismatch its a IMAP email im setting up thanksZoho 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?Pick which fields are important to show up elsewhere
Hi, Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to. Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quicklySorting companies on app...
Is there a way to sort the list of "all companies" on the app by state? My territory has multiple states and it's helpful to look at things by that specific state. I have put in their states in their contact fields and on the web version, there is aAssign another profile for Admin
Hello, i wonder if we can assign another profile for admin. I am asking because I am not only the admin but also the sale Rep. I would like to create a sale dashboard which shows every sale rep's sales data to each other. Since i am the admin, the otherTag Limi?
is there any way to create more than 20 tags?Filter Call Activities by calendar
When I want to see which tasks i have to do today, I can filter it by Today or Today + overdue tasks. It should be possible with Calls too. If I want to see only which calls I have made or received for today it should be possible Also for scheduled calls,Zapier Integration with BIGIN stopped working today!
The integration of BIGIN with Zapier has stopped working today, especially that of creating and updating deals. We get the following error message. Error: Bigin: The app returned "request denied due to the invalid host".Next Page
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Zoho 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 add
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