Sending out a lot of emails, not sure who to follow up with
When sending out a lot of emails through bigin, we need a way that a TASK is added to the deal to follow up if they haven't replied/views/clicked in x days.Schedule workflows to run on business days only (not weekends)
Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email inin 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.Product Quantity Report in Dashboard
I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?Initiate 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 startMultiple 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.Introducing 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 designHelp 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 becauseIntroducing 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. ThisMapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6Using LinkedIn to generate contact/company information
Hi, we are currently in the process of implementing Bigin. One thing we really miss is a functionality that automatically generates contact or company information based on an email address or name/address. Before switching to Bigin, we were using Teamleader,Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.zappsusercontent.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."Introducing 'Dynamic display' in the latest version of the Bigin Android mobile app.
Hello everyone! In the latest version of the Bigin Mobile Android app (1.6.0), we have introduced support for Dynamic Display, which transforms the List View into a powerful and customizable visual interface. Dynamic Display: This feature allows usersIncoming call logging in Bigin
Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for usConnected Records are now supported in the latest version of the Bigin app
Hello all, Connected Records are now supported in the latest version of the Bigin app on all platforms (Android v1.5.9, iOS v1.6.5, and macOS v1.4.4). The age-old challenge of ensuring a seamless flow of information across departments in businesses isBigin & 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 contactView all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there'sFeature Req - See imap emails in Timeline tab of a deal
In many other CRMs such as pipedrive and hubspot, when you are looking at the timeline of a deal you can also see snippets of emails that have been sent or received and then click to view the full message. This gives users a fast way to catch up on EVERYTHINGBigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameterIs Bigin Really Free - Confused by notifications?
I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anythingBigin iOS, macOS and Android app update - File Cabinet
Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently useCustomize your calendar based on personal preferences
Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization optionsNew integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation
Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leavingTask does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?Custom fields for calls and an enhanced call creation form
Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includesEnable 2FA / MFA in Bigin
Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens our[API] How to get Contact's funnel?
Hi everyone! I am trying to use the API to get a Contact funnel's (step, name.. anything). Can anyone help me? This information is not available in the API response... I need to retrieve and change my Contacts between funnels dynamically according toEnhanced duplicate management and unified approvals in Forms
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Introducing unified form approvals We're excited to announce our new unified approvals feature, designedBigin Calendar view - set Monday as first day of week
Hi, is there a way to set Monday as first day of the week on Bigin Calendar view? AntonioEmail 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 associatedDynamic 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 exampleNext Page
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Announcements
Create online meetings for Booking Pages with Zoho Meetings and Zoom
Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots withFilters in audit logs
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introducedEnhanced help options in Bigin
Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limitedBigin iOS app update: Built-in telephony and RingCentral support
Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-InIntroducing 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 frequent
Most Discussed Topics
'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.
It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all atBigin Form Acknowledgement
How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?Bigin Plugin for Outlook
Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.
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Sticky Posts
Schedule 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[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 TemplatesAnnouncing #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 version
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