Bigin Integration | Add a New Record - Zoho Forms

Adding a New Record

By integrating Bigin with Zoho Forms, you can automatically push your form data into Bigin modules each time a new form entry is received. You can also trigger workflows and send attachments to Bigin when form data is pushed to Bigin.

Integration Setup

To push your form's entries to Bigin,

  1. Navigate to the  Integrations  tab on your form builder.
  2. Click  Bigin  and click  Integrate .
  3. If you are a part of multiple organizations in Bigin, you will be prompted to  select an organization .
  4. Select the Bigin  Module  to which you want to push your form data.
  5. Map all the mandatory fields in Bigin to the corresponding Zoho Forms fields. To map other fields, click  + Add Field .
  6. Once all the fields are mapped, you can select the necessary  Actions  to be performed when your form data is pushed to Bigin.
  7. Click  Integrate  to save your settings. 

    Bigin Integration setup

Supported Modules

You can integrate your forms with the following Bigin modules:

  • Deals
  • Contacts
  • Companies
  • Products
  • Tasks
  • Events

Supported Field Types

These are the Zoho Forms fields that can be mapped with the respective fields in Bigin.

S. No
 
Bigin Field Supported Zoho Forms Fields
1 Single Line Single Line,Name, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Radio, Matrix Choice, Image Choices, Terms and Conditions,UTM Campaign Details, Payment Status, Payment Currency
2 Multi Line Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown,Radio, Matrix Choice, Image Choices, Terms and Conditions, UTM Campaign Details, Payment Status, Payment Currency
3 Email Email, Single Line
4 Phone Phone, Single Line
5 Single Select Dropdown, Radio, Single Line, Matrix Choice, Image Choices, Terms and Conditions, Name, Address(Country),UTM Campaign Details, Payment Status, Payment Currency
6 Long Number Number, Rating, Slider
7 Date Date
8 Date & Time Date-Time
9 Decimal/ Percent Decimal, Number, Formula, Rating, Slider, Currency, Payment Amount
10 Number Number, Rating, Slider
11 URL Single Line, Website
12 Multi - Select Checkbox, Multiple Choice, Matrix Choice, Image Choices, Single Line, Dropdown, Radio, Terms and Conditions
13 Profile Image Image Upload
14 Checkbox Decision Box
15 Currency Number, Formula, Currency, Rating, Slider, Payment Amount

Lookup Filter

While integrating your Forms with the Deals module in Bigin, you can associate an existing contact with a deal using the  Lookup Filter  option. The Lookup Filter finds a contact and associates it with the deal in Bigin based on your criteria.

To look up for a contact from the existing contacts,

  1. In the Field mapping section, click  Add Fields  and choose  Contact Name  under Bigin fields. Click  Configure Lookup Filter  under Zoho Forms field.  
  2. In the pop-up, define your  Criteria . You can only include unique or mandatory Bigin fields while defining your criteria. The following fields can be used to define your criteria:
  1. Single Line
  2. Email
  3. Phone
  4. Single Select
  5. Long Number
  6. Number
  7. Date
  1. To add more than one criteria, click the   icon.

  2. If you define more than one criteria, you can choose to perform a desired action when any one condition is met or when all the conditions are met by selecting  OR/AND

    Configure lookup filter
  3. After defining the criteria, you can select an action based on the results under Perform the action:
    • If  only one record  matches: If only one record in Bigin matches the Search Criteria, the lookup field will be associated with that record. 
    • If  more than one records  match: When multiple records in Bigin match the Search Criteria, you can choose to :
      • Associate the lookup field with the first matched record based on the record ID.
      • Log an error without adding a new record to Bigin.
      • Not fill the lookup field.
    • If  none of the records  match: When none of the records in Bigin match the Search Criteria, you can choose to:
      • Log an error without adding a new record in Bigin.
      • Not fill the look up field.
      • Create a new record: Upon choosing this action, 
        1. A pop up to map the Bigin fields to the respective Zoho Forms fields will be shown. 
        2. Once the fields are mapped, you can select the actions to be triggered in Bigin.
        3. Click  Done . The new record created will be associated with the lookup field.
  1. Click  Done .
  2. To make any changes to the configuration in the lookup filter, click  View/Edit Lookup Configuration .

Trigger Actions in Bigin

While pushing form data to Bigin, you can also choose to trigger certain actions.

Trigger Actions in Bigin

Workflow:  This option triggers Workflow Rules configured in Bigin while pushing data from Zoho Forms. 

Attachment:  This option pushes attachments associated with each form entry to Bigin.The following attachments can be pushed from Zoho Forms to Bigin:

  • Signatures
  • File upload/ Image Upload field attachments
  • PDF of form submissions 

Upsert Record:  The Upsert Record option lets you update existing records in Bigin with new values. Upon selecting this option, if a record with the identical value exists in Bigin, it will be updated with the new values. If not, a new record will be created in Bigin. You can arrange fields in the order in which upsert should happen. 

Here's how upsert works:

For example, you arrange an  Email  field before a  Company  field. When a form is submitted with the Company as  Zylker  and Email as  rebecca@zylker.com ,

  • First, it's checked if the email rebecca@zylker.com exists in Bigin. If it does, then the mapped fields get updated to the record associated with that email address.
  • In case the email address rebecca@zylker.com does not exist in Bigin, it's checked if the company Zylker exists. If it does, then the mapped fields get updated to the record associated with that company name.
  • If none of the field values exists, then a new record with all the mapped details is created in Bigin. 

You can also choose to overwrite existing values in Bigin with empty field values from Zoho Forms or exclude empty values while upserting a record. 

Click  Done  and save your preferences. 

Tag Records:  This option lets you add a tag to the records that are pushed to Bigin. You can create a new tag or use values from a form submission to tag records. You can also enter existing tag names created in Bigin and the records will be associated with that tag. 

Note : If the record is updated, the new tag will also be applied to the record.

Approval:  This option pushes form entries to your Bigin approval list instead of adding them to your module. You can manually approve these records in Bigin to add them to a module and discard the spam entries. 

Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.

To do so,

  1. Click  Set Alert  in the top-right corner.
  2. Configure the email alert template and click  Save .

    Set Alert on Integration Failure

Note :

  • The option to set an email alert on integration failure is available only in our paid plans.
  • You can send email alerts to a maximum of 5 users within your organization.
  • An email alert will be triggered only on the first occurrence of integration failure every 24 hours.

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