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

Integrate Zoho Bigin with Zoho Projects

Overview

The Bigin-Zoho Projects integration allows you to seamlessly monitor and manage the progress of your Zoho projects by linking them to their respective pipelines, contacts, and companies within Bigin.
With this integration, you can do the following:
  1. Create Project: You can create a project directly from within Bigin, streamlining the project process.
  2. Associate Projects: You can associate existing Zoho projects with Bigin records, ensuring all relevant Zoho projects are linked and easily accessible.
The steps to integrate vary between the two User Interface versions 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.