Use Custom Fields in email template with merge fields
Hello, I'm hopeful that someone here has an answer or possibly even a fix for my issue. My company has customized Bigin a decent bit with custom fields tracking different things. We are trying to create an email template on a pipeline that auto fillsSave Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?Draft Mode
Is it possible to save an email in draft mode so that you can come back to it at a later date? I.e. I am writing an email and some content is not available and or I have to exit the contacts email I am creating to look up other content on my cell phone.Searchable email tab in Bigin
Hi team, Could I please request a feature update, to be able to search emails within the email tab of Bigin. We have large correspondence with some agents and it would be very helpful if we are able to search from this section:Report for user
Hi Team, I need to create report on Dashboard for each user. I am attaching sample of report. Please have a look and let me know how I can able to create Dashboard for particular user. Please help me. Thank you for your time. Regards, DvipaMerge 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.Bigin mass email
I am trying to figure out how to email just one stage of deals in the pipeline. Is it possible to select all Deals in a single stage of the pipeline and just email those Deals? Or. in Contacts, is there a way to use Specific Criteria to select a DealDynamic 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 effortlesslyCalender in mobil app
Hi any mews for when we are going to have the calendar option on mobile so that we have all information centralised for tasks, events and calls?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 startHow 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 scriptProducts module integrated with Contacts and Company
Hi, any news for when is the products module going to be integrated with Contacts and Company? There's no way to gather simple information for example; 1. Products by client. 2. Products by company 2. Company all the done deals either all deals or certainNow 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 automaticallyBigin chrome extension for Whatsapp web
Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looksAutomation
Hi All, Please help about this requirement. Requirement: 1. When a ticket moves in "Make PI Pending" then the same ticket automatically will be opened in " ICD2C" [Note: ICD2C-is a "Sub-Pipeline"] and also that ticket automatically assigned to the responsibleProblem 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.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 triggerSync multiple email accounts?
Is there any way to connect more than one email account to BigIn to sync emails in? Seems like a pretty common use case for people who run multiple businesses or have two separate email accounts used for work e.g. on different variations of the domainStage Transition Rules prevent moving deals to other pipelines
I have rules in place when moving deals to lost or win to ensure some particular fields are updated to ensure accuracy. However these rules are preventing me from moving deals to other pipelines. I'm having to delete the rules, move deals, then set rulesInsights Tracking Links reported as unsafe
Hi, We are having an issue with hyperlinks within email templates. Zoho adds the tracking links where we have created hyperlinks to sections of our website and then when these are clicked within the received email users are being shown a "This site hastelephone error'The agent cannot init a call now'' have zadarma connect
hi can anybody help me with this issue please? just setup bigin and zadarma telephone and get this error when try to make call error'The agent cannot init a call now'' have zadarma connect thanksCustom Field - File Attachment / Upload
I would like to request a new custom field type of File Attachment or File Upload. This would be particularly useful for Deals object, so you can create a Stage Transition Rule whereby the sales rep must upload copy of signed contract to transition theBigin 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? AntonioContacts - Company see the TAB for products
Hi Is there way to see the products tab in the contacts - company. I would like to see all the products that I have for a company or contact and I see it is missing that option in the app bigin for example in the company information I would like to havePurchase 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 itAnswering a Bigin Call on my Mobile Phone
I am sure this is going to be easy to solve, but I am truly baffled!! When a call is received and the caller selects a response on the IVR the call will ring on our computers, however, we can't figure out how to answer it on our Mobile Phones as theySending 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 testingHow is the Field Expected Revenue calculated?
In my pipeline deals, I see a Value field but also a field "Expected Revenue", which has a value but is greyed out Where does this value come from an what is the calculation? How can I use this?Products 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 inWhy are Products not part of Contact and Company
Hi In a previous post I mentioned something similar in which I see there's no answer. Still don't understand why we have product option in the bigin crm if you don't have it connected to the contact and company. I say this because if I am in a contactEmail-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 serveBetter email thread handling
Currently in Bigin, each email sent to or from a contact is listed separately, instead of being grouped in a thread. Email clients like gmail etc display emails in a thread as a full conversation for ease of reading. BigIn should show emails in the EmailConnect 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?PATHETIC SERVICE BY CHEATS AT BIGIN
I had a subscription for five BIGIN licenses when I was repeatedly prompted to upgrade to ZOHO ONE with a free trial offer. Despite my reluctance, I opted for the free trial, which I did not find satisfactory and allowed to expire. Subsequently, without#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 dealNotes: 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.Mapping 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-a9d3-7a4c0c40c2e6Log Incoming Calls on Mobile App (Zoho CRM does it)
The title says it all. If Zoho CRM logs incoming calls, why doesn't Bigin? It has the option to log outgoing calls but not incoming.Filter Bigin Contacts by email campaigns they have bounced.
Hi. I have Bigin synced with Zoho Campaigns, and it works fine. If I click a contact, it shows me the status of the last email campaign sent to them. However, I want to be able to filter all contacts that have bounced so that I can update those contacts.Has anyone created a bookmarklet to send a URL straight to a pipeline as a new deal?
The goal is this: 1. you're on a company page or LinkedIn profile 2. you'd like to create a deal out of this specific page and send the URL straight into a new deal into an established pipeline 3. you'd like to hit a javascript bookmarklet right in yourNext 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.Problem 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.Save Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?Report for user
Hi Team, I need to create report on Dashboard for each user. I am attaching sample of report. Please have a look and let me know how I can able to create Dashboard for particular user. Please help me. Thank you for your time. Regards, Dvipa
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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