Review of the Bigin tool test phase
Hello,
I spent 2 weeks testing the Bigin tool for a small company.
Getting to grips with the core features (file import, data manipulation, connection with the mailbox, setting up a call campaign) wasn't too difficult.
The developer console, on the other hand, was a little more complex (as I'm not a developer). But with the help of the documentation, the Kit postman and above all the Bigin support, I was able to achieve the automation goals I set myself 2 weeks ago (workflow with sending a notification to a third-party application, receiving and processing a third-party notification with multiple updates with linked records, worflow which triggers a customised function impacting a deal and the associated tasks).
Some technical objectives have not been achieved, but they remain minor.
I'd like to say a big thank you to the whole support team, who helped me overcome a lot of the difficulties.
If I may offer some advice, it would be to make more resources available for customised functions with a standard processing sequence (search for a record Id, then search for a record's details, then search for related records).
If interested, I can make available the customised functions that were developed during this test phase.
Have a nice day.
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great
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 Templates
Introducing 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 version
Announcing #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
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.