Email Scheduling / Send Later
@Zoho, I would like to be able to Schedule Emails to send later like in Zoho Mail and Zoho CRM, any plans to have this added?Windows Desktop Application for Bigin
I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently onlyEnhancing Note Functionality in Bigin
Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "ImportantConnect bigin with salesIQ?
Can anyone explain whether you can connect BigIn with Zoho SalesIQ? I see that the SalesIQ site says it supports a connection with Zoho CRM but can it work with BigIn? Is BigIn powered by zoho CRM backend?Different fields for different contact types
My business has three types of contacts. We need to store different data for the contact depending on what type of contact it is. Is there a way to create custom fields that apply only to certain "types" of contacts (with the type defined by a tag orSplitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associatedIntroducing 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 greatBigin-Zoho Projects Integration
We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho ProjectsDynamic Display - Bigin - iOS
Hello everyone! In the most recent updates for the Bigin mobile app (iOS v1.8.1 and macOS 1.6.1), we have introduced support for Dynamic Display, just like in the Android version of the app. This feature empowers users to personalize their list view in'Reply' button in Bigin sends only to the From email address, not the Reply-to address. How to resolve?
Hi All, There is an issue I'm trying to solve with Bigin. I've got a form on a website for customers to fill in. They fill in their email address on the form, i.e. the one they want us to reply-to. Using the Bigin Email-In topping, we're seeing the emailRecord limits per user
Is the record limit increased with the number of users? Or is it limited to 100k regardless of how many users you pay for? Are there any benefits to adding more users or is that additional cost for just access and no uplift in any of the limitations?Bigin IMAP Email attachment view - expand to see full filename
Hi there, Is it possible to please update the way that Bigin shows attachments when in the IMAP Email area. Currently there's no way to distinguish between different files as the names are truncated. I'd propose that an improvement would be for exampleMultiple Users assigned to a deal?
How can I assign more than one user to a deal? Right now i see a drop down to select just on.Trigger workflow based on email status
It would be great to be able to trigger a workflow based on the status of an email sent from within Bigin. For example, I would like to create a workflow that generates an email alert or creates a task after a contact opened an email and did not respondCreate Shared email link to share in email conversation or to send to client via WhatsApp or other social media
Hi Bigin team is there possibly to create a share email link for previous email received or sent to client. The idea is for example I am writing an email with a client and I would like to share a previous email with this client or various clients I simplyZoho 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 onExpanded 'Stats' section
Hi team, Can you please update the 'Stats' section when in an agency or agent record to provide more detail. For now it only shows a summary of the Open or Won pipeline records. I would like it to show at a minimum Open, Won, Lost and Total records. ItDoes Bigin not have Deal Percentages for Pipeline?
Hi there, I have subscribed to Bigin and am kinda taken aback that it looks like there is no ability to tie a deal percentage to a pipeline stage to generate any type of simple forecast dashboard!? Am I missing something?Spam from email sent from Bigin CRM
Hi Bigin team, I have noticed that sending emails from with in bigin crm to the clients the email is intended as spam. I have my bigin account setup with gmail imap. I have contacted various contacts in which they informed they don't receive the emailHow to dynamically display a list of Companies from Bigin to a (WordPress) web page
Hi All, I believe I have, what should be, a super simple technical challenge. I'd like to be able to dynamically (on-demand) READ a list of Companies from our Bigin account, and display their names on a web page. It's all read-only server-side stuff,Bigin - Locale is set correctly but emails are showing a time stamp that does not match locale.
Why are email time stamps showing as though they are reporting from a different time zone. My locale is setup correctly under the organisation settings but the timestamp is not correct.Letter Font while sending mass emails
Hello everyone, I have been sending different mass emails through Bigin the last days and I noticed that the font is changing sometimes. Even if I see that the email is well written and at the desired font and size, the recipients are receiving it inWhatsApp messages and Calendar view for activities - Android & iOS - Bigin
Hello Everyone! In the most recent Android (v1.6.17) and iOS (v1.9.1) update of the Bigin app, we have included support for a list of fantastic features designed to enhance your productivity and user experience. Here’s what you can expect: Instant Messages:Bigin - What is the email poll frequency?
Can anyone give me the email pool frequency from Bigin ? I have O365 setup but cannot see where the poll frequency is set if at all. At what intervals does it fetch new emails?unable to connect Bigin to IMAP
I actually connect and Bigin gives me a message saying configuration successful, however I cannot receive incoming emails. I know they are connected to a contact, and I can send outbound email just fine, but no matter what I do I cannot get inbound. AnyEmails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether orDashboard Drill Down
Greetings, Previously, in Bigin's Dashboards, the Charts, Target Meters, and KPIs were static, which meant you could only view the data overview. However, with this new enhancement, you can now not only view the overview but also access the underlyingNow you can set default properties for the Email Composer in Bigin
Greetings, Previously, when you sent an email in Bigin, you had to set the font style and size, sent from address, reply to address, and reply details manually. With this enhancement, however, you can set default preferences that will be automaticallyiOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.
Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.Bigin stops syncing with Google Calendar
Hi there, I am having the an issue with the sync feature of Bigin Events and Google Calendar. It constantly stops syncing. Each time it stops syncing I have to disconnect the calendar through intergrations and then re connect it. As you can imagine thisBigin email configuration - Gmail 'Send mail as'
Hello, I am trying to use I have a UK2 business email account that I use through Gmail with the 'Send mail as' and 'Check mail from other accounts' features available in Gmail. I now want to use Bigin to receive and answer customer emails. How do I configureBigin 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 youImporting contacts into Bigin does not connect to company
I imported companies first. Added the same company name to the company name field in my contacts csv file. When I import, there are no company assignments. It's behaving as if company name might not be the match field. So do I need to export companiesCustomize permissions for each pipeline
Greetings, In Bigin, each user's access to any given pipeline is controlled by profile permissions that grant either full access or none at all. While this simplifies access management, it doesn't enable admins to fine-tune access to specific pipelineHow to Send Email Templates via Workflow to Secondary Contacts?
Hi Everyone Is there a possibility to send email template via workflow to secondary contacts? Probably via a function? This is a very much needed feature for our business because We want all contacts in the deals be in the loop. If anyone has a scriptFilter option support - Bigin Android (v1.7.0), iOS(v1.9.4) and macOS(1.7.0)
Hello, Everyone! In the latest Android version(1.7.0) of the Bigin mobile app, we have brought in support for an option to filter records. The filter option is available in the following modules: 1. Pipelines 2. Contacts 3. Companies 4. Activities 5.Templates Access
There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as theyNEED HELP FROM USER - not tech support
I am having a hard time getting into a routine with bigin - how does a daily user leverage the tool in a quick efficient manner... 1 - working off a daily activity screen (ie; 40 activities for the day) 2 - completing an activity and rolling it over 2-3Products 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 inExport / print timeline feed
Can you provide an option to export / print the timeline activity tab in a pipeline ticket . Sometimes we need to provide a customer the history of their ticket and it will make it easier to send to themNext Page
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Announcements
Introducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data backInitiate conversations anytime with WhatsApp's Templates
Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to startIntroducing Booking Pages—a topping for your Calendar Scheduling needs!
Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequentIntroducing more ways to customize your Bigin forms!
Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to designBigin iOS and macOS app update: Signals
Hello everyone! In the latest iOS(v1.10.7) and macOS(v1.7.9) versions of the Bigin app, we have brought in support for the Signals section within the Notifications module. Signals notify you about contact touchpoints, such as when a contact opens your
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Multiple workflows based on stage?
I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.Whats App Automation
It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectivelyHelp 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 because
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Sticky Posts
[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesIntroducing 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 greatAnnouncing #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 PersonalisedIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile versionAnnouncing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
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