Sync form submissions to sales pipeline: Introducing Zoho Bigin integration for Zoho Forms

Sync form submissions to sales pipeline: Introducing Zoho Bigin integration for Zoho Forms

Hello fellow form builders, 


If you're a small business, then you know how important customer relationships are for success. Right now, you might be using spreadsheets to view and manage your form leads. However, as your business grows, it's often less and less efficient to track lead activity and customer relationships in those spreadsheets. Cut through the chaos and track your form leads better with Zoho Bigin. When you integrate your forms with Bigin, you can easily view and track multiple contacts, deals, and accounts. Best of all, your team can close deals quicker this way!

                  

What's Zoho Bigin? 

Zoho Bigin is a pipeline-centric CRM built for small businesses. We created it for businesses who want to modernize their business and solve common admin issues.

A new way to look at your form respondents pipeline

Let's say that Ben, who owns a sound system equipment rental business, handles his customers without getting much outside help. Here's how he does that:

He shares his Rental Booking Form on his website and social media. Any customers who fill out the form are automatically pushed into the Contact module of Zoho Bigin. Now, Ben can see all of those leads' responses and their data in one place. After that, he can follow up with those customers and add details, like call duration or purpose, inside Bigin.

He can also create tasks and events, or assign each customer to a sales rep. With a streamlined lead management process like this, the sales cycle for Ben's business is now shorter and more efficient. In addition, Ben can manage different customer processes inside Bigin, as it allows you to create multiple pipelines. For instance, he can manage his equipment renting as an individual pipeline and the purchases made from his vendors as another pipeline.

How to integrate Forms and Bigin

Log in into your Zoho Forms account, and find Zoho Bigin under the Integrations tab. Start the configuration by choosing the Module, and map the fields whose value you want to pass on to Bigin. From there, simply select the required actions that are listed and finish up the integration process. To learn more, check out the step-by-step procedure here.




Adding a related list

As you send form entries into Bigin, you can also pass on specific collected form values with each submission. To learn more, check out the step-by-step procedure here.

Looking up Bigin contacts with a Lookup Filter 

The most important sales data you need is your contact's name and previous interactions. The Lookup Filter setup lets you relate an incoming form entry with a contact in Bigin, if it already exists. An incoming form entry can be looked up using details like name, email, phone, and so on. This feature comes in handy when matching just the name isn't enough to relate the records. You can also set up different actions to perform when a looked up record matches or doesn't match. Learn more about this using this link



If there isn't a match with an existing contact, you can choose to create one from right inside Zoho Forms. Similar to the integration mapping, while creating a new record, you can choose which form values to transfer by mapping them.


 
The key takeaway

Consolidating your customer data into one place streamlines your sales process, letting you more successfully engage with customers and close deals quicker. And now that your data is centralized, you can give your customers a more consistent customer experience. Try out this integration and let us know how it works for you your business! 



If you have any questions or feedback to share, feel free to comment below or drop us an email at support@zohoforms.com







                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Important update in Zoho Forms: Enhancements for improved email deliverability

                                          Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
                                        • Form language translation in Zoho Forms

                                          Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
                                        • Enhancing user experience with Audio/Video Upload in Zoho Forms

                                          Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent
                                        • Introducing Auto-Trash Submissions!

                                          Hello form builders! Are you tired of sifting through and deleting form submission data? Try out the latest addition to Zoho Forms: Auto-Trash Submissions. This new feature is designed to help you control and manage data collected through your forms.
                                        • Introducing Card Forms!

                                          Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at


                                        Manage your brands on social media



                                                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 WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • 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