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:

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  

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

View Sync History 

Push Data to Bigin