Integrating with Microsoft Teams
Microsoft Teams is a messaging app that enables the different teams in your organization to collaborate and communicate. By integrating Microsoft Teams with Bigin, users can access and manage their pipeline within the Teams workspace.
Availability
- Available in all editions.
Permissions
- Permissions to install/configure tabs are set on the Microsoft Teams side. Please reach out to your Teams admin to install/configure Bigin tabs.
Bigin tabs in Teams
The Bigin tab in Microsoft Teams provides users with access to their Bigin pipelines. Users simply add the Bigin app to Teams and sign into their Bigin account, and can then access the records in their Bigin pipelines without having to open a separate browser tab to view and manage them. Users can also search for a record in Bigin and share it in the chat section of Teams.
The Bigin app can be added to Teams in two ways:
- Personal tab: Users can add the Bigin app to their Teams account on the left panel. This tab will be visible only to the user; their team members can't view this tab.
- Channel Tab: Users can add the Bigin app as a tab to any of their Team Channels so that all the users in the channel can view and access the Bigin pipeline, provided that they are all active users in the Bigin account.
Actions that can be performed via the Bigin tab:
- Create new record in the pipeline
- Edit existing records in the pipeline
- Switch between pipelines
- Drag and drop records between the pipeline stages
- Sort records in the pipeline
- Switch between existing views
- View open activities
- Customize columns
Installing the Bigin tab
To add the Bigin tab to a channel
- Log in to your Microsoft Teams account in Microsoft 365.
- Select the channel in which you want to install the tab.
- Click on the plus sign (+) to the right of the existing tabs in the channel.
- On the Add a tab page, select Bigin by Zoho CRM from the list of apps.
- Click Sign in using Bigin.
- Enter your Bigin credentials and click Sign in. The Bigin tab will be added to the channel and users will be able to access and manage the pipeline just like they would if they had logged into Bigin directly.
To add the Bigin tab to Teams
- Log in to your Microsoft Teams account in Microsoft 365.
- Click on the more icon (...) in the left side panel to install the app.
- On the Apps page, search for Bigin by Zoho CRM from the list of apps.
- Click Add.
The Bigin tab will be added to the left side panel and the user will be able to access the Bigin account they're logged into in their browser.
Bigin messaging extension
Share records from Pipelines, Contacts, and Companies modules directly with your team via the Bigin messaging extension in Teams. Simply search for the desired record and click to share the record details right from your chat bar.
To install the messaging extension
- Go to the desired Team where you want to install the messaging extension.
- Click the more icon (...) in the chat bar.
- Select Bigin by Zoho CRM from the list of apps.
- Click Add.
To share records in Teams
- Click the Tab Conversation icon in the Team channel.
- Click the more icon (...) in the chat bar.
- Select Bigin by Zoho CRM from the list of apps.
- Search for the record you want to share and click on it.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
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
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integrate with Microsoft 365
Integrating your Microsoft 365/Outlook and Bigin accounts allows you to synchronize contacts and events from Bigin to Microsoft 365/Outlook and vice versa. This ensures that whenever a Contact or an Event is added in one account, it will be updated ...Integrating with WhatsApp
In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all within ...How do I resolve the errors that I get during Microsoft 365/MS Outlook integration with Bigin?
During MS Outlook or Microsoft 365 integration via IMAP-OAUTH protocols, if you encounter the following errors, please follow the respective steps to resolve them, Error: Unable to get SMTP email Log in to Microsoft 365 admin center and go to Users ...Integrating with Google
Integrating Google with Bigin allows you to synchronize all the contacts' information and the calendar events from Bigin with Google and vice versa. So, when a contact or an event is added on one account (Bigin/Google) the same will be updated in the ...Integrating with Zoho Meeting
When it comes to sales, it involves multiple meetings with the contacts say for a demo, negotiation or a discussion. It involves identifying a suitable time, the location, and booking a conference room. This is not always easy and a lot of time is ...
New to Zoho LandingPage?
Zoho LandingPage Resources