Outlook Add-in for Bigin
Email is essential for business communication, whether with customers or prospects. If you are using Outlook.com for managing interactions and Bigin as your CRM, this integration allows you to access information from Bigin contacts within Outlook.com seamlessly. Even if someone is not on your Bigin contacts list, you can add them right from Outlook.com using this integration.
Here is what you can do with this Add-in:
- View all the information from Bigin related to an email sender.
- Add someone as a Bigin contact from Outlook.com.
- Add a note to a Bigin record, edit it, or schedule activities with your Bigin contacts.
- Send Emails to Bigin from your Outlook composer.
Installing Bigin for Outlook
- Login into your Outlook.com account.
- Click on the More Apps icon > Add apps + and search for Bigin and install it.
- Once installed, the Bigin icon will be added to the Apps icon in your mail.
- If you open an email and click on the Bigin icon from Apps, a new Outlook Add-in section will be opened on the right-side panel, showing all the details regarding the contact.
- By default, it is not pinned. To pin the Bigin tab, follow these steps:
- Click on the Bigin icon.
- Click on the pin icon.
- If you do not have a Bigin account, you will have the option to create one directly from Outlook.com.
- If you already have a Bigin account, you can view all the details about the contact, including both the sender and the receiver.
You can also install Bigin for Email Outlook add-in from the Microsoft Marketplace.
Viewing Contacts
When you open an email in Outlook.com, if the email address matches an existing record in Bigin's Contacts module, the contact's information will be displayed. You will see a quick preview of the contact, and you can also update the contact's details.
Adding Contacts
When you receive an email from prospects who are not yet part of your Bigin account, you have the option to add them as contacts directly from the Outlook.com. For example, if a potential client sends an inquiry via email, you can quickly add their information to your Bigin account to manage and track their details effectively.
To add a new contact in Bigin:
- Open the email and click on the Bigin icon.
- If the contact already exits, you will see a quick preview of their details.
- If it is a new contact, you can add them directly to your Bigin account:
- Click the Add as a Contact button.
- Enter the required details about the contact.
- Once you save the information, they will be added as a new contact in your Bigin account.
Updating Contacts
You can not only view the details of the Contacts but also make changes if required. You can perform the below mentioned actions
- Edit Information
- Add Notes
- Create Activities
- Send Emails
- Pipeline Stages
- Delete Contact
Edit Information
Upon receiving updated contact details via email, you can directly update them to your Bigin account directly through Outlook.com, which will be reflected seamlessly in Bigin as well.
Add Notes
When you receive an email containing important points, you can add these details directly as notes. This allows you to jot down key information like action items, deadlines, or observations without leaving Outlook.com. These notes are automatically synced to the corresponding contact’s record in your Bigin CRM.
To add notes, go to the Notes section in the related list, provide a title, and enter your notes. You can also add attachments if needed.
You will also have the option to edit or delete notes.
Create Activities
While checking your emails in Outlook.com, you receive a message that prompts you to schedule an event with a client. Directly from the email, you can go to Open Activities and create new events, specifying the date, time, and purpose. You can also set a task to call the contact the day before the event or make a call. These activities are automatically synced to your Bigin account, appearing under the contact's record. This way, you can manage tasks, events, and calls directly from Outlook.com, with everything instantly updated in Bigin, keeping you organized without needing to switch between applications.
Send Emails
If you need to follow up with a contact's email, you can go to the Bigin icon and click the Send Mail button, which opens Outlook.com for composing the email.
The email is automatically recorded in the contact’s profile in Bigin, making it easy to track and follow up without switching between applications.
To view emails from a contact in Bigin, sync your email accounts. If your Outlook.com account is already connected to Bigin via IMAP, emails from contacts will automatically appear in Bigin. If you haven't configured IMAP or are using a different email client, you can manually sync emails by clicking the "Yes, add to Bigin" button.
This way, you can manage emails from multiple accounts directly within Bigin.
Once you link the accounts, you'll have a filter that allows you to view emails added from Widgets. Specifically, any email associated through this widget will be included in the "Added from Widgets" filter as well.
Pipeline Stages
You can update pipeline stages directly from the Outlook add-in. To do so, select the pipeline tab, and view the list of deals and pipelines available. Click on a specific deal, and within the pipeline field, you can make direct changes. These updates are instantly reflected in Bigin as well.
Delete Contact
You also have the option to delete a Contact from Outlook.com. Consider a Contact has been added by mistake, and you would like to remove it from Bigin. You can delete the contact by clicking on the more icon, then selecting Delete.
Note
- You will only be able to make changes to the contact details if you have the required permissions.
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