Connected Records | Online Help - Bigin by Zoho CRM

Connected Records

Seamless transition of data from one team to another has always posed a challenge in many organizations. To ensure customers have a seamless experience and also to automate the journey of data across teams we have introduced Connected Records. With this feature, you can achieve a holistic view of the lifecycle of a record through your Pipelines.
Connected records can be configured via workflows - when a record reaches the desired stage in one Team Pipeline, you can create a record automatically in another Team Pipeline that captures the next set of business activities.

Let's assume Zylker Cars, a car dealership has 'Sales Team Pipeline' to manage their deals and 'Test Rides Team Pipeline' to manage test ride requests from their prospects in their Bigin account.

Before using Connected Records, when a deal reaches the 'Test Ride' stage in the Sales Pipeline, the sales executive will have to manually create a new record in the Test Ride Pipeline related to that deal.

Manually copying a record from one Team Pipeline to another is a tedious task and there are chances of human error, missing out on key information etc. which might even lead to losing that deal.
Connected Records eliminates this manual process by automating the journey of this record with the 'Create Connected Record' action in Workflows.
Now, a workflow can be configured that will automatically create a new record in the Test Ride Pipeline(Child) when the deal reaches the 'Test Ride' stage in the Sales Pipeline(Parent) without any manual intervention.
These newly created records will also be listed under the Connected Records tab in the parent record's detail page.
  1. The newly created Connected Record is just a copy of the original record in the Parent Team Pipeline. By configuring Connected Records, the record from the Parent Team Pipeline will not be deleted when a record is created in the Child Team Pipeline.  
  2. You can create 1 connected record action per workflow.
  3. Fields that are of the Pick-list and Check-box types, such as Stage, Sub-Pipeline, Currency, and Custom Pick-list fields, cannot be merged from the parent record.
  4. For picklist-type fields, you can only choose from predetermined options and cannot inherit values from the parent record.


Paid edition: Express, Premier.
Users' Profile must have
  1. Create/Edit Pipelines permission
  2. Pipeline Permissions for Parent and Child Team Pipelines.
  3. Workflow permission

Configure connected record in a pipeline

Let's configure connected record for Zylker Cars,
  1. Go to Settings > Workflows > +New Workflow.
  2. In the pop-up, enter the required details.
    1. Select the Parent Team Pipeline.
    2. Enter the Workflow Name.
    3. Enter a description for your workflow rule.

  3. Click Next.  
  4. In Trigger, go to On a Record Action tab > Edited and choose "Stage" in the "Specific fields get modified" dropdown.

  5. In Conditions, select Records matching certain conditions. Specify the criteria: Select the desired stage from the parent pipeline. Whenever the record reaches this stage the workflow with be executed creating a record in the child pipeline.
  6. Under Actions, select + Create Connected Record.
  7. In the Create Connected Record popup, you'll have to map the fields from the Parent Team Pipeline(in this case Sales Pipeline) to the fields from the Child Team Pipeline(Test Ride). Specify more details related to Child Pipeline such as record owner for the record that will be created in Child Team Pipeline, the stage to which the record should be assigned when it is created, closing date and other relevant details.

  8. Click Save.
After this, a record will be automatically created in the Test Ride Team Pipeline whenever any record in the Sales Team Pipeline reaches the Test Ride stage. The Test Ride record can be found under the Connected Records tab of the relevant deal.



    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    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.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      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

                                                                                                      • Team Pipelines

                                                                                                        Team Pipelines is a new feature that is being rolled out to customers in phases. Accounts that have Team Pipelines enabled, will have Pipelines module instead of Deals module. If you need any assistance regarding Team Pipelines please reach out to ...
                                                                                                      • Create team pipelines to manage customer facing operations

                                                                                                        With Team Pipelines in Bigin, you can efficiently handle multiple customer-facing operations or business processes from a single account. For instance, Zylker Homes can utilize Team Pipelines to manage their sales, rentals, and marketing operations ...
                                                                                                      • Import Records

                                                                                                        Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Pipelines, and Products modules. You can ...
                                                                                                      • Find and merge duplicate records

                                                                                                        Duplicate records pose a significant problem when you work with large volumes of data. It is important to keep your database free from duplicates to ensure your business runs efficiently. A database containing duplicate records doesn't offer easy ...
                                                                                                      • How is the record limit calculated?

                                                                                                        The record limit of 50,000 records (Express) and 100,000 records (Premier) includes the records in the Pipelines, Companies, Contacts, Notes, Tasks, Events, and Calls modules. There is no limit on the number of records per module. For example, if you ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



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


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


                                                                                                          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