Bigin for Zoho CRM
Bigin is a pipeline-centric CRM built to meet small businesses needs. With the Bigin extension for Zoho CRM, you can add contacts, accounts, and deals to Bigin, and manage deals and tasks across modules of Bigin and Zoho CRM. Using this extension, you can make one-way changes in Bigin from within the Zoho CRM.
Note: Please note that the Bigin extension for Zoho CRM is available in US, EU, IN, AU, CA, and JP datacenters.
Installing the extension
You can either go to the Zoho Marketplace and install the extension or log in to your Zoho CRM account and install from there.
To install from Zoho CRM:
- Go to Setup > Marketplace > All.
All the installed extensions will be listed. Under All Extensions, you can view all the extensions supported in CRM. - Click All Extensions, browse through and click Bigin for Zoho CRM.
Details about the extension will be available. - Click Install Now.
- Agree to the Terms of Service and click Continue.
- Choose one of the following and click Confirm.
- Install for admin only - The extension will only be installed in CRM for users with administrator profile.
- Install for all users - The extension will be installed in CRM for all users.
- Choose profiles - The extension will be installed in CRM only for the selected users. Choose this option, click Continue, then select the profiles.
The extension will be installed automatically for the specified users. - In the pop-up, click Authorize.
- In the next pop-up, click Access, then Finish.
Adding records in Bigin from Zoho CRM
You can add records in the Contacts, Accounts, and Deals modules of Zoho CRM to the Contacts, Companies, and Deals modules of Bigin, respectively. For Contacts and Accounts being added, you can also add Deals and Tasks to those records in Bigin from Zoho CRM.
To add Contacts and Accounts to Bigin
- Go to the Contacts or Accounts module in Zoho CRM.
- Open the desired record you want to add to Bigin.
- Click Add To Bigin button.
The details about the contact or account selected will be displayed. - Click Save.
- Under Activities, fill the necessary details and click Save.
- Under Deals, fill the necessary details and click Save.
The corresponding tasks and deals will be added to the corresponding record in Bigin.
To add Deals to Bigin
- Go to the Deals module in Zoho CRM.
- Open the desired record you want to add to Bigin.
- Click Add To Bigin button.
- In the pop-up, you will be asked to add a Task to that record.
- Click Next.
- Under Activities, fill the necessary details and click Save.
- Under Stage History, changes in the deal stages will be updated.
The corresponding activities will be updated to the corresponding record in Bigin.
Customize adding records
You can add new Contacts, Accounts, and Deals created in Zoho CRM to Bigin simultaneously and automatically by setting up workflow rules in Zoho CRM. The workflow rules should be set up individually for the Contacts, Accounts, and Deals modules.
To set up workflow rules for Contact module:
- Go to Setup > Automation > Workflow Rules.
- Click Create Rule.
- In the pop-up, select the Contacts Module, enter Rule Name and Description.
- Click Next.
- Under When, select On a record action > Create > Next.
- Under CONDITION 1, select All Contacts > Next.
- Click Instant Actions, select Add Contact to Bigin.
- Click Configure.
- Enter a Name, and click Save.
- Click Save.
The new rule will be created in Zoho CRM.
Follow the same steps to set up workflow rules for the Accounts and Deals modules individually by selecting the respective modules.
Uninstalling the extension
Should you wish to uninstall the extension, please note that all the data will be deleted on uninstalling and cannot be recovered.
To uninstall the extension:
- Go to Setup > Marketplace > All.
All the installed extensions will be listed. Under All Extensions, you can view all the extensions supported in CRM. - Browse for Bigin and click the corresponding Uninstall link.
- Click Ok to confirm.
The extension will be uninstalled and all the related data will be deleted.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Bigin for Zoho CRM - FAQs
What is Zoho CRM? Zoho CRM is a world-class customer relationship management platform that helps businesses and enterprises grow by fostering positive relationships with their customers, and ensures they consistently provide excellent customer ...Creating Deals
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...Working with Deals
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...Migrating from Bigin to Zoho CRM
You can migrate your data from Bigin to Zoho CRM by uploading a data backup of your Bigin account into your Zoho CRM account. This involves only a few steps, as mentioned below. Pre-requisites: To initiate the migration of your data from Bigin, you ...Why your business needs multiple sales processes in your CRM?
The sales process in CRM is generally referred to as the "sales pipeline." You may have multiple sales pipelines depending on the products you offer and your business needs. Zoho CRM gives you full control over your sales processes by making you the ...
New to Zoho LandingPage?
Zoho LandingPage Resources