Bigin by Zoho CRM is a pipeline-centric CRM software for managing your customers journey. Integrating Zoho Marketing Automation with Bigin will allow you to sync contacts from Bigin instantly, engage them consistently and make them sales-ready.
Set up the sync
- Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.


- Select Bigin. Click Create Sync.
- All the contacts in that module will be synced to All contacts module of Zoho Marketing Automation.
- 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 module.
- Select Contact Subscription Type for the contacts. If you choose type as Marketing refer next step or ignore the next two steps.
- Select a topic if required to associate your contacts with a relevant topic if you want to send email campaigns to the contacts.
- Select a lawful basis. This option will be available only if you've opted to comply with GDPR in your Zoho Marketing Automation.
- 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 Marketing Automation.

- Enable the necessary toggles under Advanced options depending on your sync requirement,
- Enable Exclude opt-out contacts, if required. By enabling this, the leads/contacts who have opted out of Bigin will not be synced to Zoho Marketing Automation.
- Enable Remove leads/contacts opted out of Bigin, if required. By enabling this, the leads/contacts that are synced in Zoho Marketing Automation but have opted out of Bigin will be removed.
- Enable Remove leads/contacts deleted in Bigin, if required. By enabling this, all the leads/contacts that are deleted in Bigin will be removed from Zoho Marketing Automation.

- Click Next and proceed to map fields.
Map fields
- Map your contacts Bigin fields to respective Zoho Marketing Automation fields to import the contact information.
- Click (+) icon to map your custom fields.
- Click Initiate.
Sync Detail View
- Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
- Click on Bigin under Zoho to view the sync detail view.
Edit Sync Configuration
- Click Edit icon and edit the required details.

- You can edit Advanced Settings by clicking Edit icon in the respective section.
- Click Save.
Edit Mapping
- Navigate to Field Mapping tab.
- Click Edit icon and edit.
- Click Save.
View sync history
- Navigate to Sync history tab. Here you can see a detailed view of your sync list:
- Sync time - The time at which the sync was performed.
- Total records - Total number of contacts synced at the given time.
- Added - Number of new contacts added at the given time.
- Updated - Number of existing contacts updated.
- Skipped - Number of contacts not synced since they didn't match the sync criteria.


You can export your skipped contacts as a .csv file by clicking the export icon next to the skipped value.
Push data to Bigin
- Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
- Click on Bigin under Zoho.
- Navigate to Settings tab.
- Click the edit icon of the required field to be updated.

- Enable the toggle and select the appropriate field to be updated in Bigin for each module.
- You need to select appropriate field in Bigin to push data from Zoho Marketing Automation.
- Click Save.