Introducing the Integration of Zoho CRM and Bigin for a two-way data sync

Introducing the Integration of Zoho CRM and Bigin for a two-way data sync

Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently.

To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronize all the new and modified records from CRM to Bigin and vice versa. It helps you keep your data up-to-date in both the applications. So while you continue to use Zoho CRM for all business processes, your sales teams can access Bigin to focus on their sales pipelines.

During the configuration, you will be required to select one CRM list view from each module to synchronize the data from it. For example the All Open Deals or the All Active Products list view in CRM. The standard fields will be mapped and you can additionally map the other custom fields. The following modules will be synchronized between your Bigin and Zoho CRM accounts:

Bigin
Zoho CRM
Contacts & Companies
Contacts & Accounts
Deals & Products
Deals & Products
Activities
Activities
Notes
Notes

Ideally, you will add a user to both Bigin and CRM accounts so that after synchronization, the records are assigned to the same owner. If the user is not present in one of the applications, the new records that are synchronized will be assigned to the user who sets up the integration.

For more information on this integration, please go through the help document.

Do try this feature and leave us a comment below.





    • Sticky Posts

    • Introducing Bigin Premier: Multi-currency, Advanced Workflows and more!

      Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know. ​
    • Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin

      Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.
    • Introducing APIs for Bigin

      Dear customers,   I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launch

    Zoho Pagesense Resources

        Zoho SalesIQ Resources



              Zoho TeamInbox Resources

                Zoho DataPrep Resources


                    Zoho CRM Plus Resources

                      Zoho Books Resources


                        Zoho Subscriptions Resources

                          Zoho Desk Resources

                            Zoho Projects Resources


                              Zoho Sprints Resources


                                Qntrl Resources


                                  Zoho Creator Resources


                                    Zoho WorkDrive Resources




                                        Zoho Campaigns Resources

                                          Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now