Présentation des pipelines connectés, pour une transition fluide des données entre les pipelines
Bonjour à tous !
Nous avons récemment présenté les Pipelines d'Équipes - la dernière mise à jour majeure de Bigin pour transformer et unifier les opérations clients pour les petites entreprises. L'un des retours que nous avons reçus de nos premiers utilisateurs est que lorsqu'un enregistrement atteint un certain stade dans un Team Pipeline, ils souhaitent qu'un nouvel enregistrement soit créé dans un autre Team Pipeline avec les informations reportées du pipeline précédent. Pour répondre à cette demande, nous introduisons les Pipelines connectés, une nouvelle fonctionnalité qui automatise le transfert transparent des enregistrements d'un pipeline à l'autre.
Comment les pipelines connectés peuvent-ils aider votre entreprise ?
Prenons l'exemple d'une entreprise de décoration d'intérieur - Zylker Interiors - qui propose des espaces de travail intérieurs pour les bureaux. Elle a mis en place 3 Team Pipelines différents à Bigin.
Pipeline de ventes | Pipeline de production | Pipeline d'installation |
L'équipe de vente de Zylker utilise ce pipeline pour entrer en contact avec des prospects à la recherche d'intérieurs de bureaux et les convertir en clients. | Une fois qu'un nouveau client a rejoint l'entreprise, l'unité de production de Zylker utilise ce pipeline pour gérer les ordres de production du client. | Après l'achèvement d'un ordre de production, l'expédition vers le site du client et le processus d'installation qui s'ensuit sont gérés dans ce pipeline. |
Dans le cas de Zylker, chaque fois que l'équipe de vente conclut une affaire dans le pipeline de vente, il serait idéal qu'une nouvelle commande soit instantanément créée dans le pipeline de production. De même, une fois la commande terminée dans le pipeline de production, l'idéal serait de créer automatiquement une demande d'installation correspondante dans le pipeline d'installation.
Les pipelines connectés peuvent vous aider à automatiser l'ensemble de ce processus, éliminant ainsi le travail manuel et les erreurs liées à l'intervention humaine.
Comment cela fonctionne-t-il ?
Pour réaliser des pipelines connectés, nous introduisons une nouvelle action dans les flux de travail : "Créer des enregistrements connectés".
1. Avec cette mise à jour, vous pouvez configurer un Workflow qui se déclenche chaque fois que l'étape d'une Offre est modifiée. Vous pouvez spécifier l'étape exacte dans la section Conditions.
2. Dans la section Actions, vous pouvez cliquer sur l'action "Créer des enregistrements connectés" et choisir le prochain pipeline d'équipe dans votre processus d'entreprise. Dans le cas de Zylker, il s'agira du pipeline de production après la conclusion d'une affaire dans le pipeline de vente.
3. Dans l'écran Créer un enregistrement connecté qui s'affiche, vous pouvez mapper les champs entre les deux pipelines afin que les informations de l'enregistrement de l'affaire soient correctement reportées dans l'enregistrement de la commande lorsqu'elle atteint le pipeline de production.
Désormais, chaque fois que l'équipe de vente conclut une affaire dans le pipeline de vente, une nouvelle commande est automatiquement créée dans le pipeline de production. Cela permet d'éviter les efforts manuels et de gagner du temps, car l'étape suivante du parcours du client démarre instantanément dès que l'équipe a terminé l'étape précédente.
De plus, lorsqu'un commercial ouvre un enregistrement d'affaire qui a déclenché le workflow pour créer une nouvelle commande, il peut également voir l'enregistrement de la commande dans l'onglet Enregistrements connectés. Le commercial peut ainsi suivre l'état de la commande. Ainsi, Connected Pipelines permet à vos équipes de rester unies grâce à la boucle d'information connectée à travers Team Pipelines.
Disponibilité
Si vous utilisez déjà la version Team Pipelines de Bigin, alors Connected Pipelines sera déjà disponible pour vous. Vous pouvez vous en assurer en vérifiant si vous voyez l'action "Créer des enregistrements connectés" lorsque vous créez un flux de travail.
Nous avons publié un guide d'aide détaillé pour vous aider à démarrer avec Connected Pipelines.
Essayez cette nouvelle amélioration et faites-nous part de vos réactions dans les commentaires ci-dessous.
Pour ceux qui n'ont pas encore essayé Team Pipelines, nous vous suggérons de remplir ce formulaire et nous activerons Team Pipelines pour votre compte. Nous vous conseillons de passer à Team Pipelines le plus tôt possible car nous nous préparons à le déployer pour tous les utilisateurs de Bigin.
Sur quoi d'autre travaillons-nous ?
Nous avons écouté activement vos demandes de fonctionnalités et nous travaillons sur un grand nombre d'améliorations, notamment l'intégration de Whatsapp, l'affichage du calendrier pour les activités, les pages de réservation en ligne, les formulaires Web pour Team Pipelines et bien d'autres encore.
Restez à l'écoute pour de nouvelles mises à jour !
Access your files securely from anywhere
Zoho Developer Community
Topic Participants
Antoine Perrault
Sticky Posts
Bigin - Astuce #5 : Comment transférer le statut Super Admin ?
Bonjour Community France, Découvrons comment transférer le statut de Super Administrateur. Sachez que le statut de super administrateur ne peut être transféré à un autre utilisateur administrateur que par le super administrateur lui même. Pour transférerNouveau forfait Bigin Premier : Multi-devises, flux de travail avancés et plus encore !
Bonjour à tous, Nous sommes ravis d'annoncer une toute nouvelle édition de Bigin qui contient plusieurs nouvelles fonctionnalités comme la multidevise, des flux de travail avancés, des champs de recherche personnalisés et plus encore : l'édition Premier.Nouveauté Bigin : associez plusieurs contacts à une même affaire!
Bonjour à tous, Une transaction implique souvent plusieurs décideurs. Prenons l'exemple de l'entreprise Zylker qui utilise Bigin pour gérer ses pipelines de vente. Ils souhaitent acheter des meubles. Pour valider la vente, différents employés, de différentsPack débutant : vos premiers pas sur Zoho Bigin
Dans cet article nous verrons comment paramétrer votre CRM Bigin en 4 étapes : renseigner vos informations, gérer vos utilisateurs ainsi que leurs rôles et profils. Renseigner les informations de votre organisation Vous venez de vous inscrire à Zoho Bigin,Anniversaire Bigin : le CRM pour les petites entreprises évolue
Bonjour à tous ! Nous sommes de retour avec quelques annonces passionnantes. Mais d'abord, joyeux anniversaire à nous ! Bigin a eu un an récemment et nous avons un nouvel ensemble de fonctionnalités que nous sommes impatients de partager avec vous. Nous
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho Calendar not working since a few days
Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using aZoho Marketing Automation 2.0 - Landing Page function not working
Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help meWebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.Zoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POPHow to share ticket numbers across different ticket types
I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main EventAdding Social Media Buttons to Basic Campaigns
Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!Hide Inactive Social Sign-In Providers from Login Screen
Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly[Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep intoShip via Carrier Not Working Since Commerce Update
Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happeningautomations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sendingZoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by theSimplified Call Logging
Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the followingAdding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthlyQuestion about custom fields using Pivot Tables.
I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?Request for Light/Dark Mode
Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crmSignature field is showing black
Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?Journey Email - Ignored Contacts
I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are notInvolved account types are not applicable when create journals
{ "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":Zoho Books - Include Payment Terms as a Custom View filter
It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would beHow to update changed purchase account of item in invoice
I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust theHelp - Zoho CRM notification on mobile (IOS/Android)
Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps? I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile appZoho Books Idea - Include another field in Bank Details for Address
Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in theReverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?a question about the COQL API v8
When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓SuccessZoho Books Idea - Bank Details Button on Banking
Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a buttonJS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code
Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.jsFunction #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer'sZoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submitRich 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 usingTime based workflow without edit/action
Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our OutboundWhat's New - August 2025 | Zoho Backstage
Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep thingsprevent selling expired items
Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.Product details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringClient Customer
I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.Add Ability to Use Zoho Finance Tags
For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.Embeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us knowDataprep Webhook Limits and Cannot update column with Dataprep
I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybePower of Automation :: Automatic removal of project users once the project status is changed.
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 complex tasks andNext Page