Make sure to add a user to both Bigin and CRM for the records to be assigned to the same owners after the sync. When the user is not present in one of the applications, the new records that are synchronized will be assigned to the user who sets up the integration.

Availability

Profile Permission:

Users with the Administrator profile and CEO Role in both Bigin and Zoho CRM can set up this integration.

 

1. Set up the Zoho CRM integration in Bigin
   
2. Configure the sync between modules

Note:

1. The Contacts & Companies (Bigin) modules and the Contacts & Accounts (CRM) modules must be synced first. The sync configuration for other modules will only be enabled after this is completed.
   
2. Additionally, only records that are added or modified qualify for the sync. Deleted records, either in Bigin or CRM will not be synced. For example, if a record is deleted in CRM, it will not be deleted in Bigin.
   

 

To set up the integration

1. Go to Settings (  )> Integrations/Toppings.
   
2. From the list of applications, click Setup Now for Zoho CRM.
   
   Your email address and organization name will be displayed.
3. In the Configure Modules to be Synced section, click Configure to sync data from Contacts & Companies (Bigin) modules and the Contacts & Accounts (CRM) modules.
   
   
4. In the Map Fields page, perform the following actions for both the Contacts and Companies modules in Bigin.
   
1. Choose the CRM list view from the CRM View to be Synced drop-down list.
   The records from the selected CRM view will be synchronized with the respective modules in Bigin. If you alter the criteria of the selected CRM view later on, use the Edit Sync option to sync the records again.
   
2. Map the CRM fields with those of Bigin's.
   By default, some fields will be already mapped. Map any remaining custom fields, and make sure to map the mandatory ones. For Activities and Notes, there is no option to map fields. This is because the fields are similar to those in CRM, and the mapping will be done by the system automatically.
   
   
5. Click Activate.
   This will initiate a background sync of all the existing data in both the applications. Any addition or modification of records thereafter will be synchronized automatically. You will be notified once the sync is complete, after which you can configure sync for other modules.
   
   
6. You can synchronize other modules using the process described above.

Notes:

1. For the modules, only one CRM list view can be selected for synchronization. 
   
2. Because activities and notes are always associated with a contact or pipeline record, there is no option to select a view or map fields while configuring the sync. The only activities and notes that will be synced are those associated to the parent records that are being synchronized.
   
3. This integration will not sync Reminders & Repeat option in activities. This is to avoid pushing reminders from both the apps for the same activity. You'll only get reminders from the source application where you created the activity.

Edit Sync Configuration

1. Go to Settings (  ) > Integrations/Toppings.
   
2. From the list of applications, click Manage for Zoho CRM.
   
3. In the Configure Modules to be Synced section, click the Edit option next to the appropriate module.
   
   
4. Select a different CRM view or make changes to the field mapping, as required.
   
5. Click Save.

Deactivate Sync for a Module

1. Go to Settings (  ) > Integrations/Toppings.
   
2. From the list of applications, click Manage for Zoho CRM.
   
3. In the Configure Modules to be Synced section, click the Deactivate link for the corresponding module.
   
4. Click Deactivate.
   
   

Reconfigure Sync

1. Go to Settings (  )> Integrations/Toppings.
   
2. From the list of applications, click Manage for Zoho CRM.
3. In the Configure Modules to be Synced section, click the Configure link for the corresponding module.
   
4. Choose one of the following options to address the conflict when the same record is modified in both Bigin and CRM.
   These options only apply to the modified records with conflict, and not to the newly added records. The new records will be synchronized by default.
1. Sync the most recently modified version of the record in both sides: Update the record in both CRM and Bigin as per the latest modified version.
   
2. Update the record from CRM to Bigin: Update the record in Bigin as per the changes made in the record in CRM.
   
3. Update the record from Bigin to CRM: Update the record in CRM as per the changes made in the record in Bigin.
   
4. Skip records: Skip updating the records on both sides and retain the older version.
   
   
5. Click Reconfigure Sync.
   

Delete integration

1. Go to Settings ( )> Integrations/Toppings.
   
2. From the list of applications, click Manage for Zoho CRM.
3. Click the Delete Integration link.