Integrate Zoho Bigin with Zoho CRM - Unified Integrations | Admin Guide - Zoho One

Integrate Zoho Bigin with Zoho CRM

Overview                                   

Bigin is an easy-to-use, pipeline-centric CRM that helps you manage your business pipelines easily, whereas Zoho CRM is a complete customer relationship solution that helps you take care of your sales process end-to-end.

You can use Zoho CRM to store all your customer's data, while in Bigin, you can create multiple Team Pipelines to manage different customer-facing operations. For example, you could create Team Pipelines to collect testimonials from happy customers, handle service requests, manage order fulfillment etc. In such cases, it's essential to synchronize the customers' details from CRM to Bigin to carry out the processes and to push back the pipeline oriented data to CRM and maintain all the details related to your customer in one place.

The steps to integrate Zoho Bigin with Zoho CRM vary between the User Interface supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI
To enable the integration,
  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,
Follow the steps mentioned in the link to configure.

To deactivate the integration,
  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,
  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.

Unified UI
To enable the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,
Follow the steps mentioned in the link to configure.

To deactivate the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.