Is there a simple way to convert a contact to pipeline based on email receipt? Email-in doesn't look like the answer.

Is there a simple way to convert a contact to pipeline based on email receipt? Email-in doesn't look like the answer.

First, let me say, I think I made a mistake choosing Bigin over CRM and now I'm trying to do something in Bigin I don't think it was designed to do, which is manage leads. It's either contacts or Pipelines, no lead nurturing in between. So now I'm looking for workarounds to make staying in Bigin work for us because I already tried the CRM and ran into a database entanglement that forced us into Bigin. But I won't go into that now. Just felt the need to say this so that answers you give won't be, "you should be in the CRM instead." ;)

Here's what I want to do: assign a contact who replied back to a mass email to a pipeline if they reply back. 

Bigin support suggests I try Email-in. Here is my reply to that: 

I just looked into Email-in and I can't see how this is helpful at all but only because Zoho left out important functionality - unless I'm wrong. I'll explain and then you can let me know if I'm missing something.

First, the only way I can use the alias is by making it public and I don't want to do that because then we'll get spammed and our pipelines will fill up with spam. 

But if I could choose it as the reply to in the mass email, then that would be great. Unfortunately, I don't see that option when I create a mass email. 

And then I thought, what if I added it as an organizational email. Then I can add it as a reply-to. Of course that doesn't work because you have to confirm the email, and unfortunately that is not possible either.  I tried that thinking it might go to the main email. I got none. Which leaves me with this question: What good is an alias if it's not an alias? I see nothing in the settings that tell you who the email should be forwarded to, so apparently it's not really an alias. It's just an email that lets Bigin know it needs to do something with it. But then that means, if you give out that email so emails to it will go into pipelines, then who is going to get the email? No one??? 

Then I thought, what if I add it as another reply-to email address. The problem is there can only be one. 

So I'm stuck. 

Ok, all that sounds really stupid to me, so stupid, in fact, that I'm sure I must be missing something. What is it? 

Is Email-in a solution? It seems useless to me. Or is there another way to accomplish this. 

As it stands, if we get a reply to an email, we have to manually turn them into a pipeline.  Doable, but a little more work. The bigger problem is the system is not set up for lead nurturing and my only hope is to find workarounds around this lack of functionality in Bigin. 

Am I right about any of this? Surely I must be missing something. 

    Access your files securely from anywhere







                        Zoho Developer Community





                                              Use cases

                                              Make the most of Zoho Desk with the use cases.

                                               
                                                

                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                               
                                                

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                               
                                                

                                              Webinar

                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                               
                                                
                                              • Desk Community Learning Series


                                              • Meetups


                                              • Ask the Experts


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner




                                                        Manage your brands on social media



                                                              Zoho TeamInbox Resources



                                                                  Zoho CRM Plus Resources

                                                                    Zoho Books Resources


                                                                      Zoho Subscriptions Resources

                                                                        Zoho Projects Resources


                                                                          Zoho Sprints Resources


                                                                            Qntrl Resources


                                                                              Zoho Creator Resources



                                                                                  Zoho CRM Resources

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ






                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • Bug - Incorrect example in the documentation

                                                                                                          I found an issue in the Zoho API documentation. The example "Sample Request" on this page is incorrect — it shows the example for "Get Email Attachment Info" instead of "Get Email Attachment Content". Wrong example: curl "https://mail.zoho.com/api/accounts/12345678/folders/9000000002014/messages/1710915488416100001/attachmentinfo"
                                                                                                        • Power of Automation :: Dynamically generate Tasklists based on values selected in Task Custom Fields

                                                                                                          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                        • WhatsApp Enhancements to Boost Customer Engagement

                                                                                                          We're excited to introduce a series of powerful enhancements to the WhatsApp integration in Zoho FSM, making customer interactions faster, smarter, and more actionable—right from your Zoho FSM interface. Here’s a quick rundown of what’s new: Try It Out
                                                                                                        • Store reviews module just got smarter in Zoho Apptics

                                                                                                          Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements
                                                                                                        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                        • Balance Sheet - Zoho Analytics

                                                                                                          Hi Team, I’m looking to implement a feature that captures the conversion rate based on the filters applied. By default, it should fetch the most recent conversion rate, and when a filter (such as a timeline filter) is applied, it should return the conversion
                                                                                                        • Try CRM for everyone button in the way of workflow

                                                                                                          Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.
                                                                                                        • Rich Text For Notes in Zoho CRM

                                                                                                          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                        • Include EVERYTHING in Language Files

                                                                                                          Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names 3. ... Please include everything into these files, otherwise it's not really a multi
                                                                                                        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                        • 【Zoho CRM】ウィザード機能のアップデート:セクション要素の追加

                                                                                                          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ウィザード機能のアップデートをご紹介します。 ウィザード機能に新たに「セクション要素」が追加されました。 各ウィザード画面内で項目、テキスト、サブフォーム、ウィジェット要素などをより柔軟に整理できるようになりました。 セクション要素とは? ウィザードの中で、関連する項目や要素をひとつの「サブエリア」 としてまとめられる新しい構成要素です。 セクション要素活用メリット 入力内容やプロセスによっては、より細かな構造や階層化が求められる場合があります。
                                                                                                        • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

                                                                                                          We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
                                                                                                        • Using Zoho Inventory for managing Item compatibilities

                                                                                                          Use case: Using Zoho Inventory for managing (as an example) aftermarket car parts, where a single part can suit many makes, models and years. How do most businesses assign and manage compatibility for each part? Do ZI users typically do this using multi-select
                                                                                                        • Allocating Salesman To Customer

                                                                                                          Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
                                                                                                        • メール一括配信の未送信のメールについて知りたい

                                                                                                          メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに(担当者、リード)の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。
                                                                                                        • Shipment

                                                                                                          I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?
                                                                                                        • arabic not printing

                                                                                                          Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?
                                                                                                        • How to show Order Number/SO Ref on Invoice emails

                                                                                                          When creating a sales order or invoice we have an option to input an order number or ref# (see attached images). For the Sales Order email template we can add a placeholder for the SO_REF. However, for the Invoice email template there's no option to reference
                                                                                                        • Is it possible to Bulk Update 'Product Name' in Zoho Desk?

                                                                                                          Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.
                                                                                                        • How to turn off ability to share Knowledge-base article with social networks

                                                                                                          Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?
                                                                                                        • Useful enhancements to Mail Merge in Zoho CRM

                                                                                                          Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
                                                                                                        • ZOHO Desk blocking emails from creating tickets

                                                                                                          Hi We have been noticing some issues since last week ZOHO Desk is not creating a ticket which is still in our affiliate mail box.
                                                                                                        • ZOHO Desk blocking emails from creating tickets

                                                                                                          Hi We have been noticing some issues since last week ZOHO Desk is not creating a ticket which is still in our affiliate mail box.
                                                                                                        • Workerly/Zoho One Pricing

                                                                                                          Hi What is the pricing model that is suppose to be as a Zoho One user? If i use the services of a freelancers or temp workers (Sometimes for a few hours a week/month), I need to purchase a zoho one license for each of them as well as workerly licenc
                                                                                                        • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                          A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                        • Multi Level Hierarchical Query

                                                                                                          Hi guys I have a situation where i am trying to extract the descendants of a particular entry.  So long story short, i have the Account table with Agency (A) id = 1, and that has child Agency (B) id = 2. This child agency (B) has a child agency (C) id = 3. This child agency (C) has a child agency (D) id = 4.  So in essence we have have a pyramid setup where each level has other child agencies underneath. The number of levels differ per the preceding Agency. My question now is, in Analytics how do
                                                                                                        • Specify in-line image size in question

                                                                                                          I have an image inserted into a file upload type question. I can click and drag the corner of the image to make it larger or smaller, but I would like to manually input the dimensions I need. No matter what size I make the image in photoshop before uploading
                                                                                                        • Can you limit who creates tags?

                                                                                                          Hi there, I'd like to find out if it's possible to limit which Agents create tags on Zoho desk. Thank you. 
                                                                                                        • Auto CC - Moving Departments

                                                                                                          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
                                                                                                        • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

                                                                                                          Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent
                                                                                                        • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

                                                                                                          Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
                                                                                                        • Add Attendees to Session months before the Event

                                                                                                          I need to manually add Attendees to Sessions right away for an event that's taking place in 6 months so that the Speaker can communicate with them in advance of the event. How can this be done?
                                                                                                        • Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

                                                                                                          As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had
                                                                                                        • Multi file upload

                                                                                                          Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
                                                                                                        • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

                                                                                                          Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
                                                                                                        • Function #25: Automatically generate purchase orders from a sales order

                                                                                                          We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
                                                                                                        • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

                                                                                                          Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.
                                                                                                        • Search Bar Improvement for Zoho Commerce

                                                                                                          Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
                                                                                                        • Tabular View Report | Scale To Fit Screen

                                                                                                          Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after
                                                                                                        • Why Server error in creatiing Landing Pages

                                                                                                          Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx
                                                                                                        • Next Page