Set up sync with Bigin - Online Help | Zoho Campaigns

Set up sync with Bigin

Bigin by Zoho CRM is a simple, mobile-first CRM that helps small businesses streamline customer management, organize data, and improve productivity without complexity. Bigin delivers affordable, easy-to-use software designed to nurture business growth and long-term success.

Integrating Zoho Campaigns with Bigin allows you to sync contacts from Bigin instantly, engage with them consistently and make them sales-ready.
 

Set up a Sync  

  1. Click Contacts in the Navigation Toolbar, then click Sync Services.



  2. Hover over Bigin and click Associate New Account. Click on Continue in the next screen that appears.

  3. The two apps will be connected. You will see a screen as shown below. You can proceed with adding a sync and also performing additional settings.

  4. Click on Active Syncs to view the page where your active syncs are listed. In this page you can either click on Add New Sync to add a new sync or Setup to enable or disable additional settings.



  5. Once you click on Add New Sync you will see a page where you can set up a new sync. Select the module to be synced. You can only choose Contacts. Once you select the module, all the records (Contacts or Candidates) in that module from Bigin will be synced to All Contacts view of Zoho Campaigns.



  6. Select a list if required to which you intend to sync the contacts. The synced contacts will be available in the selected list as well as in the All Contacts view.
  7. Select a topic if required to associate your contacts with a relevant topic if you want to send email campaigns to the contacts.
  8. Choose the desired value in the Lawful basis for communication if required. By choosing this, the consent status provided by the Contact in Bigin will be pushed to Zoho Campaigns.
  9. Enable Update empty field value toggle if required. By enabling this, values of mapped fields removed in Bigin will also be updated with empty values in the respective field of Zoho Campaigns.
  10. Enable the necessary toggles under Advanced options depending on your sync requirement,
    1. Enable Exclude opt-out contacts, if required. By enabling this, the contacts who have opted out of Bigin will not be synced to Zoho Campaigns.
    2. Enable Remove opt-out Bigin records, if required. By enabling this, the contacts that are synced in Zoho Campaigns but have opted out of Bigin will be removed.
    3. Enable Remove contacts deleted in Bigin, if required. By enabling this, all the contacts that are deleted in Bigin will be removed from Zoho Campaigns.
  11. Click Next and proceed to map fields.
Notes
Notes:
  • Both your Zoho Campaigns and Bigin accounts must be registered under the same email address for this integration to take place.
  • It is not possible to set up multiple syncs using the Add New Sync option. Only one sync can be set up.
  • In order for you to choose the Topics, you need to have more than one topic created in your Zoho Campaigns account.
  • In Zoho Campaigns, under Settings -> Compliance Settings -> if you enable GDPR Settings, the Lawful basis for communication option will be available for choosing when setting up the sync.

    • Map Fields  

    In Map Fields, you can choose the Bigin fields of the Contacts to be mapped against the Contacts fields you have in Zoho Campaigns.


    1. Click Map more fields to map additional fields.



    2. Click Initiate once you are done.
    3. The New Field checkbox above the Zoho Campaigns field will automatically create a new field with the same name as the Bigin field selected if that field is already not present in Zoho Campaigns.
    4. When you click on Initiate once the field mapping is done, you may see a pop-up regarding the Disclaimer about auto-upgrade.



    5. Once the sync is completed, you will see the Configuration screen of the sync where you can find essential information about the sync.



    6. You will also be notified of the sync completion from the notification section (bell icon) in your Zoho Campaigns account.



      Click on the notification button to view the notification related to the sync.



      When you click on this notification, you would be taken to this particular sync's Configuration view which is discussed in the next section.

    Sync Detail View  

    To see the detail view of the sync,
    1. Click Contacts in the Navigation Toolbar, then click Sync Services.

      sync services menu


    2. Hover over Bigin. Click on the Active Syncs to see the list of syncs.



    3. Click on the sync to view the details of the sync such as the Configuration, Field Mapping, and Sync History.



    4. If you click on Pause Sync button at top right, the sync will be paused.



    5. You can click on Resume Sync button to resume the sync.



    Edit Sync Configuration

    1. Click Contacts in the Navigation Toolbar, then click Sync Services.

      sync services menu

    2. Hover over Bigin. Click on the Active Syncs to see the list of syncs.
    3. Click the sync name to see the sync detailed view. 
    4. Click Edit at top right to edit the sync.



    5. Click Next to edit field mapping. Then, click Initiate.
    6. Click Save.

    View Sync History 

    To view sync history:
    1. Click Contacts in the Navigation Toolbar, then click Sync Services.

      sync services menu
    2. Hover over Bigin. Click on the Active Syncs to see the list of syncs.



    3. Click on a sync to view the details of the sync such as the Configuration, Field Mapping, and Sync History.
    4. Click on Sync History tab at the top.



    5. Here you can see a detailed view of your sync list:
      1. Sync time - The time at which the sync was performed.
      2. Total records - Total number of contacts synced at the given time.
      3. Added - Number of new contacts added at the given time.
      4. Updated - Number of existing contacts updated.
      5. Skipped - Number of contacts not synced since they didn't match the sync criteria. The icon beside the skipped count allows you to export the list of the skipped records.

    Push Data to Bigin 

    Under the Setup option, you will be able to configure the Opt-Out and Lead Score permissions in order to sync data from Zoho Campaigns to Bigin.
    1. Click Contacts in the Navigation Toolbar, then click Sync Services.

      sync services menu

    2. Hover over Bigin. Click on the Active Syncs to see the list of syncs.
    3. In the next page that appears, click on Setup at top right. You will be taken to the Integration Settings.



    4. In this page, you can configure the Opt-Out and Lead Score permissions.



    5. Click on Edit beside both the section to configure the options.
    6. For Opt-Out, you can either choose Email opt-out field of Bigin or Custom field of Bigin. If you choose the custom field option, you need to create a custom field with Checkbox as data type for the Contacts module in Bigin. Based on the option you choose, the opt-out data will be pushed from Zoho Campaigns to Bigin.





    7. For Lead Score, you can update the Lead Score data from Zoho Campaigns to a Number type custom field in the selected module in Bigin.


    Disable Integration

    To disable the integration between Zoho Campaigns and Bigin:
    1. Go to Settings. Under Integration section click on Apps.



    2. Search for Bigin, hover over it, and click on View details.



    3. At far right of the next page click on Deny.



    4. In the pop-up that appears, click on Go Ahead once you've read the effects of disabling this integration.