Bigin-Zoho Projects Integration

Bigin-Zoho Projects Integration

We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system.
                          

With this integration, once you close a deal in Bigin, you can create a project in Zoho Projects for that client directly from the deal's record in Bigin. You can also link existing projects directly to specific deals, enabling you to manage every aspect of a project from start to finish. Once a project is linked/created from a deal, you can access various project components (dashboards, phases, tasks, reports, issues, and team members) in Bigin. This saves you the hassle of switching between both apps to perform basic operations like adding a task or an issue. 

Plus, this integration keeps client records and project updates aligned between both platforms.
For instance, let's say you're the admin of a software development company and you've recently landed a new client who needs a custom web application. With the Zoho Projects integration, you can handle everything directly within Bigin—first by creating a new project from the customer's deal record and assigning your team members to various tasks, such as UI design, backend development, and quality testing.

How to get started with this integration 

To integrate Zoho Projects with Bigin, navigate to Settings > Toppings > Built by Bigin > Zoho Projects > Setup Now.

To begin the integration with Zoho Projects, you must have a Zoho Projects portal. You can either create a new portal by providing the required details or request access to an existing one with admin approval. After setting up the integration, you can start adding users to your projects.

 Who can access this integration? 

  • The Zoho Projects integration is available for all editions of Bigin, including the Free plan.
  • Administrators can set up the integration. Once set up, they can control which users can use the integration via the Profile settings.

For more details, please refer to our help document. 

That's all for these enhancements. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day!




      • Recent Topics

      • Zoho Sprints Integration with Zoho Desk

        Hi Team, I'm trying to integrate Zoho Desk with Zoho Sprints, but it's showing the message, "There are no teams available in Zoho Sprints. You don't have any teams! Click here to add." What should I do next to ensure a smooth integration?

      • Filter lookup field using client script

        Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks

      • Zoho CRM in Microsoft Power Automate Custom Data Connector

        Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.

      • CRM API Search Record for Last Name equals "."

        When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

      • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

        We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

      • Layout Rules Based on Task Owner

        We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would like

      • Critical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM

        We are extensively using Zoho Finance Module in our organization because of The Record Sharing feature provided by CRM something thats not possible in Books, we are able to limit what Sales Orders, Purchase Orders, Estimates an employee can see based

      • How to see exact clicked links in CRM from Zoho Campaigns ?

        Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.

      • Important: Changes to Microsoft (Outlook) Bulk Email Sending

        Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

      • Random Email Missing for specific domians

        Our mail service randomly fails to receive emails. When certain domains proactively send emails, our sales team reports that they haven’t received those messages from clients. This creates a financial risk for us in certain cases. We’ve already submitted

      • If Problema Formula

        Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega

      • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

        Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

      • Important: Microsoft Outlook Bulk Email Updates

        Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

      • Important: Changes to Microsoft (Outlook) Bulk Email Sending

        Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

      • Citations Problem

        I'm having an odd problem with the "Add Citations" feature of Zoho Writer. When I add a citation using the "Fetch website details online" feature it works the first time I use it but if I try it a second time by clicking that link nothing at all happens

      • Currency Field Does Not show commas upon entry - leading to inaccurate entries!

        Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

      • Como puedo mover un prospecto "Cliente" de modulo

        Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"

      • Zoho Projects Work Hours into Analytics

        Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone.  They were actually deleted.  When I try to recreate them in Analytics there is no "Work Hours" field.  Where

      • Instant Sync of Zoho CRM Data?

        With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

      • Enrich your CRM data and keep them updated

        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

      • Quick Books to Zoho Analytics integration issue

        We have observed that few transactions are not flowing from Quick Books to Zoho Analytics when we integrate. There is no specific pattern observed. For Ex: In an accrual transaction a row is created for both Credit & Debit but for either of one row the

      • Zoho Sign & Analytics

        Hi, Is it possible to import data from Sign into Analytics?

      • Zoho Not Receiving Emails Sent via PHP mail() – Arrives at Gmail/Outlook, but Not Zoho

        I have a PHP script on my website that sends emails using the basic mail() function — not SMTP or wp_mail() from WordPress. The email sends successfully to other addresses I own (like Gmail and Outlook), but emails sent to my Zoho-hosted address are never

      • Currency column showing $ symbol

        Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you

      • Record Locking for Meetings CRM

        How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting time

      • How to get the Logo

        Hii Can you please Help me the how to get the Company Setting Photo using the Deluge I will Write this Code But here Will Fetch the Photo_id but We needed the image curl1= "https://www.zohoapis.eu/crm/v7/org"; info curl1 ; getTemplate1 = invokeurl [ url

      • Create Funnel to Track Email Outreach Conversion

        Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

      • Zoho CRM - Analytics: How Can I Set Monday as First Day of The Week?

        Hello, In the analytics section of our Zoho CRM (not Zoho Analytics), we would like to track our SDRs' outreach activity. However, it appears that Zoho CRM treats Sunday as the first day of the week for the "This Week" and "Previous Week" filters. How

      • Data Model - CRM Adjusting size of Entity boxes

        (Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbars

      • The Status in Zoho Finance is inaccurate

        We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the

      • Zoho API integration - missing tables even after using MODULES.READ scope across all modules

        I tried to connect Zoho CRM to my Airbyte connector. I used clientid, client secret and the refresh token to do so. All I see is 77 tables available after connector. I miss few tables like lead agreement deal contact Can you please let me know, what scope

      • In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? automatically

        In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? I have one issue between Approach 1 to Approach 3 there is another transition Approach 2 Iam faceing the issue if use the blue print API means i able

      • subscribe email list for offer and updates is not working for zoho commerce

        my subscribing to email list is not working for offers and updates for my ecommerce website soignee it is saying please wait can anyone tell me the reason for this

      • "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

        @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

      • Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

        We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just

      • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

        We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

      • Product Updates in Zoho Workplace applications | March 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments

      • Free Webinar Alert! Track, Bill, Get Paid: Streamline Finances with Zoho Books and Zoho Mail

        Hello Zoho Community! Struggling to keep track of invoices, payments, and client communication? We’ve got you covered! In this webinar, we’ll show you how Zoho Mail and Zoho Books work together to simplify invoicing, track payments, and streamline financial

      • Bug in Kiosk Studio: GetRecords "Fields to Display" Change does not work

        I made a Change in our Kiosk GetRecords "Fields to Display". The change does not appear in the actual Kiosk. Neither on preview, nor on live usage. Configuration: Actual Kiosk:

      • Field of Lookup Module 2 Way Dynamic Connection

        I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record

      • Next Page