Incomplete extraction of deals based on a single criteria
Hello, Using the query below, I expected to retrieve all the deals in the sandbox But the sandbox tests were inconclusive. I only retrieve the deal installed by default (Zylker), and the other eligible deals I've created are not extracted. Any idea whatIssue concerning the invocation of a webhook in a custom function
Why can't I invoke a webhook in the custom function below?Issue concerning Authorization Request
When I try to create my authorisation request with the url I get this error message Via Postman I have this result However, I'm using the client ID generated when the client was created on the API consoleHow to add a view in a browser link to a Bigin mail template
Hello, Is it possible to add a view in a browser link to an email created in Bigin?How do I update a record on bigin from a webhook configured on the developer console?
Hello, On zoho flow , there are webhook and url poolling triggers that allow you to update a record in bigin. Is there an equivalent on the developer console?Select Team Pipelines during data migration
Greetings, Previously, when migrating data from another CRM to Bigin, pipelines that were migrated from the source CRM would be nested in the default Team Pipeline configuration in Bigin. With this new enhancement, you can select which Team PipelinesUniversal links - Bigin - iOS
Hi everyone! In the most recent update of the iOS(v1.8.4) version of the Bigin mobile app, we have introduced support for Universal links. With 'Universal Links', Bigin offers a seamless and efficient way for you to navigate directly to specific sectionsWhatsApp Marketing Automation via Bigin
LEVEL UP YOUR MARKETING AUTOMATION! Introducing WhatsApp on Bigin by Zoho CRM Cleanomatics Solutions, the fastest emerging partner of Zoho, whose primary focus is on CRM solutions for SME's, has recently launched a unique integration solution to connectBigin's enhancements in December 2023
Dear Bigin users, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin, each of which we'll go over in more detail. IMAP integration enhancement We are excited to announce an enhancement to our IMAP integrationExplore Bigin APIs in Postman
Hello all! We're thrilled to introduce our new Bigin API Postman collection, tailored to make your API testing experience smoother than ever. If you're already familiar with Postman, you know it's a widely used tool in the API ecosystem that providesSet delas as priority in stage of pipeline
Is there way to set a priority stage for a for deal in certain pipeline deals. For example I have pipeline stage for example " client received email deal" and I want to choose some deals that are more important to stay always on first plan for when IMore options for user role configuration and for sharing data
We are currently moving from another CRM to Bigin and to be honest, the role configuration is becoming a bit of a headache for us. There are simply not enough options to configure the roles as needed. Users that are in different roles but on the sameCan i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sadunable 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. AnyMobil calender | Dark mode for web
Hello! How to set the calendar to start on Monday? When will the calendar be available in the mobile application? Will there be a Dark mode for the web system? ThanksSeparate 'pipeline record' permission for each 'team pipeline'
It would be useful if we could manage 'pipeline record' permission for each 'team pipeline' separately. For example: I want that the user can Create, View, and Edit 'pipeline records' for 'pipeline A', but the same user should be allowed to only CreateCreate email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent. We understand of course that every crm works a bit differently. However, here is why we think this is an important featureIN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD#BiginnersTips | How to avoid duplication in your Bigin account
I'm thrilled to bring you an invaluable tip this month. Data duplication often poses a challenge in CRM tools, impacting accuracy and efficiency. Today's tip is your solution to combat duplication in your Bigin account. Get ready, because here are twoParent Company
I work with a lot of companies that are owned by a Parent Company and would thus like to track the parent company as well as the company itself. Can I set up a field that is called "Parent Company" and have that field allow choices from those companiesLink entries in timeline to activities
Currently the timeline simply shows a list of the different types of activities with the time, date and contact details. However, those entries are not linked to the activities. So for example, you see that a call has been made or email has been sentBIGIN is 100% TRASH
I cant even believe this is a solution! Its if Bigin was released to piss you off and force you into Zoho CRM which is super convoluted. Bigin looks streamlined and amazing, however, the dev team has no idea what they are doing! For example, 1. No inboxSearch Functionality within the email Tab
Hi team, I'd like to request a search function to have a search box whenever in the Emails tab of a record in Bigin, so that you could type a search entry and it would show relevant emails that contain that term. Often, we have some records with a largeHave Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able toHow to not display decimals
I need the get rid of the the decimals on deals, price, dashboard and everywhere.. See attached screenshot. Thank you'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more importantSubsidiary company field
In the company fields there is an option for parent company, which is good. However, when you open the parent company record, you don't see the subsidiary. How can this information be displayed?Checklist task list
Our people often have a checklist of items to cross off when the client hits a certain stage. For example, collating documents during the sales pipeline; a few to-do lists when we onboard them through the delivery pipeline. I want to be able to createNew activity options for workflows
Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency toGet Associated Deals via API
I only have basic skills...and hoping for any help on a problem I can get a Deal record just fine, but it doesn't return any related deals for that record (we have a custom field setup which is a link to another deal) I assume this is what the relatedEnhancements to Users and Roles
Greetings, We're happy to introduce a few minor usability improvements to Bigin's Users and Controls settings. You can now view the count of Active, Inactive, Invited, and Deleted users in the Users tab. The Users tab In the Users tab, the updated userHow to automatically repeat task on specific days?
Hello there, I would like to ask if is it possible to create a task, that will repeat every tuesday and friday? I see only options such as: every day, every week etc. Thanks in advance, Anna[New] Enhancements in Duplicates Cleanup and transferring ownership before deleting users.
Greetings, I hope all of you are doing well. We're delighted to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Duplicates cleanup enhancement The Duplicate Cleanup feature enables users to identify duplicateneed to change deal owner in Zoho Bigin using make.com http request
Hello dear community, I need to change deal owner in Zoho Bigin using make.com http request I used the approach from api docs The first http request module is for authentication and scopes setting - it works fine The second http request module is forImporting contacts and company name not importing
When I am importing contacts the company name is not importing into the contact company field. What am I doing wrong? When mapping the fields the preview shows the compnay name. ThanksEmail Update to Secondary Emails and Company Emails
We need the ability to send emails to secondary emails, in addition to the ability to email both primary and secondary email addresses at the same time! We also need the ability to add emails to companies so that we can email a company instead of a contactDynamic 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 ini use wrong email account to register bigin soho
i want to change my log-in info, i already purchase something too.How 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 scriptImport Contacts - Bigin - Android
Hello everyone! In the most recent Android update of the Bigin mobile app (v1.6.7), we have included support for the Import Contacts feature, to make managing your contacts more convenient than ever. Here's how to make the most of this new functionality:Next Page
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Announcements
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 triggerNow 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 automaticallyEmail-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#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 dealIntroducing 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
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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 triggerProducts 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 inNotes: 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.Now 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 automaticallyPurchase 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
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Sticky Posts
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[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 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[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines
Hello Everyone! Recently we've rolled out early access for Team Pipelines - Bigin's next major leap to transform and unify customer operations for small businesses. One constant feedback we've received from our early adopters is that once a record reaches
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