Get 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.Import 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:Bigin to sync with Zoho mail
Seems crazy that Bigin will sync to outlook but not Zoho's own mail. Is this in the pipeline?extension to import automatic contact
Does anyone know how I can synchronize my phone calendar automatically?Leads in Bigin
Are there any upcoming plans to incorporate the leads module into Bigin? Currently, we utilize web forms to gather leads and would prefer not to immediately add them as contacts. Instead, we transition these leads into deals upon qualification, ensuringTake our survey and help shape our content!
Hello Bigin users! We believe your feedback is invaluable in helping us serve you better, and we're excited to invite you to participate in our user feedback survey. Please take a few minutes to help us understand your needs and preferences better, socompany fields
there is no info about the company fields and deal fields ( pipeline fields ) and also share the info about all the fieldsBigin is on iOS 17, iPadOS 17, macOS Sonoma
Hello everyone! We're excited to announce that we've integrated Bigin with the best features from Apple's recent software rollouts, and we're here to give you a brief rundown of the latest updates to our iPhone, iPad, and Mac apps. For a more detailedCant find Check-in feature
Hi There I am trying to find how to use the Check-in feature of Bigin. My company are trialing it and so far its not too bad, a little unpolished but promising. Can someone please explain how do I checkin when at an event? Ross.[New] Target Meter component in Dashboards and the "Create Record" action in Workflows
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. Target meter component in dashboards Currently, when creating dashboards in Bigin, you can create twoDashboards - KPI report against fixed value
It would be great if we could create a KPI report comparing Closed Won deals against a specific value. For example, our Sales Team have a target of £1,000,000 per annum however KPI reports currently only compare Closed Won Deals against a previous period,Cloning Dashbord Reports
It will be helpful if we can easily copy/clone existing widget/report in Dashboard to quickly tweak it to show a different result.Enhancing 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: "ImportantEnhancements to Stage Transition Rules
Greetings, I hope all of you are doing well. We're pleased to announce recent enhancements we've made to Bigin's Stage Transition Rules, each of which we'll go over in more detail. Checklist support in Stage Transition Rules Previously in Bigin, you wereBigin iOS/ macOS and Android app update
Hey everyone! In the latest update to the Bigin mobile app for iOS(v1.7.3), macOS(v1.5.3) and Android(v1.6.6), we have introduced support for Checklist, File Upload options and Partial Save support in the Stage Transition Rules. Checklist and File UploadIntroducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allhow to connect whatsapp to bigin?
How to connect whatsapp with bigin?How do I add multiple contacts in a deal
How do I add multiple contacts in a dealIntroducing the calendar view for Bigin's Activities module
Hello everyone, We're excited to announce the calendar view in Bigin. This view presents all tasks, events, and calls in an intuitive and visually appealing interface, and will be set as the Activities module's default landing page, ensuring you haveHow do I remove a deal from pipeline? Bigin
Sometimes, the deal is just not going to happen after a while. It is not lost yet, but due to the delay in the decision, it will be strange to forever put it in new enquiries or in say quotation given. I would want to remove it as a deal from pipeline,When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected
When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected - does anyone have a solution for that?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 Personalisedtelephony providers for Ireland
Hi, any recommendations for the best telephony providers for Ireland, that can be integrated with Bigin?Incoming 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 usoption for emails Alerts on mobile app for received and tracking emails sent to contacts
Hi why is there no option to view the alerts on the mobile app Bigin if you receive a new email or if somebody has opened the email that you sent by tracking the email that was sent to contact. I have been looking around and simply did not find this optionBigin for Zoho - How to add an internet link to a picture in my signature?
I created a signature with pictures. I'd like to add hyperlinks to those pictures. I tried what is indicated in https://www.zoho.com/mail/help/insert-images.html but when clicking on the embedded image, I don't get the same menu mentioned in the over mentioned explanationdefault font in email templates
How do we change the default font in the email templates in Bigin? Probably right in front of me but... Thanks!BigIn - Calendar view for activities/events
We are evaluating BigIn to switch from Pipedrive. One thing that is missing is a calendar/week view for your event activities. It would be very nice as a manager to have a calendar view that shows me all sales meetings me and my two sales rep have onNew ways to manage activities within a record
Greetings, Currently, within Bigin records, activities such as tasks, events, and calls are listed in chronological order under the Activities related list. While this offers a consolidated view of all activities related to that record, it's not flexibleDeal Creation
How I can include all details / information entered with a contact / company to create any deal for that contact in Bigin?Change Pipeline Stage based on Email-In for Customer Support
The new Pipelines and Email-In features are great, but I have one recommendation: please allow a Pipeline stage to be changed based on an Email-In reply. This is especially important when using Bigin as a Customer Support tool, as a reply to a ticketinformation on a suggestion how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc.
Hi, I would like information or a suggestion on how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc. ? As each option (pipeline deal, notes, activities, emails etc.) counts as a record and as we advanceNext Page
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Announcements
Dynamic Display Remote Settings & Contacts and Companies Modules Split - Bigin - iOS and macOS
Hello Everyone! In the most recent iOS (v1.8.10) and macOS (v1.6.9) updates of the Bigin app, we have included support for a list of functionalities. Here are those: Dynamic Display Remote Settings: Your Dynamic Display customisations now effortlesslyInitiate 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 startNow 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 automaticallyIntroducing 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 triggerEmail-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
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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 startMerge Field for Email templates - First name Only?
How can we use the Merge Field to use the first name of a contact only, not first and last name? {Trials.Customer Name.} is the tag that shows up now.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 triggerProblem with social media profile integration in Bigin
I am facing lots of problem in mapping the social media handle of my clients and companies in Bigin Profile. The problem encounters is "Internal Server Error". I contacted the chat support on 29th March 2024, but they were unable to resolve the issue.Sending data to Zoho Flow through a webhook url
Hey there, I am currently writing the function for a custom button in Bigin. When a user presses the button, information from the contact page from which it was clicked will push from Bigin to the Zoho Flow integration through the webhook. When testing
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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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