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




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            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

                                                                                              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

                                                                                                              • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

                                                                                                                I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can
                                                                                                              • ZOHO Books

                                                                                                                Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.
                                                                                                              • How is Your eCommerce Experience w/Zoho Inventory?

                                                                                                                First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
                                                                                                              • Error AS101 when adding new email alias

                                                                                                                Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                              • Simplify Mass Replies with Predefined Templates and Snippets

                                                                                                                Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while
                                                                                                              • Mapping custom fields from one module to another

                                                                                                                I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that
                                                                                                              • Passing the CRM

                                                                                                                Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                              • The Social Wall: November 2025

                                                                                                                We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app
                                                                                                              • Item name special charaters <>

                                                                                                                Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?
                                                                                                              • How to update Multi File upload field

                                                                                                                Assume that i have a multi file upload field,how can i update the same field again?
                                                                                                              • Customer Address Not on Standard Invoice when Address is on Contact Record

                                                                                                                Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not
                                                                                                              • Apply partial payments to invoices from the Banking Module

                                                                                                                We need this! Why is this not possible?
                                                                                                              • Welcome to the Zoho Show Community Forums page!

                                                                                                                Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and
                                                                                                              • How can I convert an existing contact into a lead?

                                                                                                                I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?
                                                                                                              • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

                                                                                                                We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
                                                                                                              • Price book functionality enhancement

                                                                                                                A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and
                                                                                                              • Tracking Emails sent through Outlook

                                                                                                                All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
                                                                                                              • Contact data removes Account data when creating a quote

                                                                                                                Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                              • Important update about notification security in Business Messaging SDK

                                                                                                                As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date
                                                                                                              • 年内最後のユーザー向けイベント:5名限定! 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

                                                                                                                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。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。
                                                                                                              • Sync Zoho Marketing Automation with Zoho Forms

                                                                                                                I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.
                                                                                                              • What is the difference between Zoho Campaigns and marketing hub?

                                                                                                                Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
                                                                                                              • Webhook not firing.

                                                                                                                I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",
                                                                                                              • Duplicate customers being created in Desk

                                                                                                                Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and
                                                                                                              • Creating a custom CSV file using deluge script/

                                                                                                                I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email
                                                                                                              • Zoho Sheet - Desktop App or Offline

                                                                                                                Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                              • Can we add custom fields to portal community profiles?

                                                                                                                How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
                                                                                                              • Customer ticket creation via Microsoft Teams

                                                                                                                Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                                                                                              • E-Invoicing in Belgium with Zoho Billing

                                                                                                                Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works
                                                                                                              • HTML Tags added to Reports with Notes

                                                                                                                Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
                                                                                                              • delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

                                                                                                                Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.
                                                                                                              • Interview booked through Invite but no Notifications

                                                                                                                We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)
                                                                                                              • Additional Address - Company Name

                                                                                                                It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.
                                                                                                              • Incorrect Email Notifications for Product Reviews

                                                                                                                Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access
                                                                                                              • In App Auto Refresh/Update Features

                                                                                                                Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
                                                                                                              • How to Rank Tables by Row Count in Descending Order

                                                                                                                I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?
                                                                                                              • Can we do Image swatches for color variants?

                                                                                                                We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
                                                                                                              • Export your notes from Notebook!

                                                                                                                Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
                                                                                                              • Canva Integration

                                                                                                                Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                              • Prepopulating Fields

                                                                                                                Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
                                                                                                              • Next Page