Bigin add-on for Gmail

Bigin add-on for Gmail

Email is one of the primary means of communication for all businesses. These interactions can be with a customer or with a prospect who is interested in your business or service. 
 
So, you use Gmail to manage these interactions and Bigin has all the information about your Contacts and the Companies to which they belong. Here, two platforms are involved in running your business. Gmail and Bigin.
 
How can they be bridged together?  
The Bigin add-on for Gmail lets you integrate Bigin and Gmail together.

Benefits of Bigin add-on
  1. View the Contact information (customers)
    When you receive emails to your Gmail account, you can identify whether they are your existing contacts, by opening the email. The Bigin add-on will display contact's information from Bigin.

  2. Add new contacts from your Gmail account
    When you receive emails from prospects who aren't in the Contacts module, you get an option to add them as contacts in your Bigin account.

Install Bigin add-on for Gmail

The Bigin add-on for Gmail can be installed from the G Suite Marketplace.

To install the Bigin add-on
  1. Click the Google Apps icon in your Gmail account and click More from G Suite Marketplace.
    Alternatively, you can click the Get Add-Ons button in your Gmail Account.

  2. Search 'Zoho Bigin For Gmail' in G Suite Marketplace.
  3. Click Install.
  4. Click Continue in the Get ready to install popup.
  5. Choose the Gmail account or sign in with a different account. 
  6. Read the access permissions and click Allow.
  7. You will receive a popup once the add-on is successfully installed.

Log in to Bigin account 

Once the add-on is installed, you need to login to your Bigin account to view and add contacts from your Gmail account.

To login
  1. Open an email conversation in your Gmail account and click the Bigin add-on
  2. Click Login.
  3. Enter the email id and password of your Bigin account.
  4. Read the access permission popup and click Accept.

Add Contacts 

When prospects who aren't part of your Bigin account, send an email, you get an option to add them as contacts in your Bigin account.

To add contacts
  1. Open the email conversation and click the Bigin add-on.
  2. Click Proceed.

  3. Enter the required information and click Add.

View contact information

When you open an email interaction and if the email address matches with an existing record in the Contacts module, then the contact's information will be displayed. You can also click the Edit option to edit the information and View in Bigin option to view the record in Bigin.

Sign out from Bigin add-on

Signing out from the Bigin add-on will not allow you to view or add contacts from your Gmail account. You can sign in later to initiate the synchronization between the two platforms. To sign out, click MoreSignout in the add-on.

Uninstall the add-on

Once the Bigin for Gmail add-on is uninstalled, you will not be able to view or add the contacts from your Gmail account. The add on will not be available in the side menu.

To uninstall the add-on
  1. Open the add-on in your Gmail account.
  2. Click MoreManage Add-on.

  3. Open the Zoho Bigin for Gmail add-on and click Uninstall.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • How do I add tags to a record?

                                                          Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc. ...
                                                        • Who is a user in Bigin?

                                                          A user is someone with an access to a Bigin account, who can create and manage records, send emails, log calls, etc. Employees in your organization can be added as users in your Bigin account. Each user has a role and profile associated with them ...
                                                        • How can I add additional Bigin users to my subscription?

                                                          Only Express edition subscribers can add additional Bigin users. To purchase user licenses Log in to Bigin. Go to your profile and click Upgrade. Click Upgrade in the Express Edition section of the Plan page. On the Add-on page: Select the Payment ...
                                                        • Sending Email from Bigin

                                                          You can send emails to your customers from Bigin account even without configuring your own personal email. However, the interactions will not be available inside your Bigin account. Once your email account is configured, email interactions with a ...
                                                        • Pipelines in Bigin

                                                          Every sales cycle consists of stages, such as initial contact, prospecting, contacted, proposal, deal won, and deal lost. Mapping these stages in your Bigin account is essential to keep track of all your data. A pipeline in Bigin is an online replica ...

                                                        Resources

                                                        Videos

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



                                                        eBooks

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



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources