[New] Import from Pipedrive, Hubspot, Increased base limits in API credits and more!

[New] Import from Pipedrive, Hubspot, Increased base limits in API credits and more!

Hello everyone,

We are excited to announce that just one month after Bigin's major milestone, we are back with more updates, that will make your work easier and more efficient.
 
In this post, we will walk you through the new features and recent enhancements that have been added to Bigin. So, without further ado, let us explore the latest updates.
 
Import from HubSpot and Pipedrive
Say goodbye to tedious export and import processed while moving data to Bigin. We have made moving your data from HubSpot and Pipedrive CRM easier in just a couple of steps.
  • Pipedrive: Simply enter the API key in Bigin and the entire import process is carried out in the background. Refer our Import from Pipedrive document for more information.


  • HubSpot: Sign into your HubSpot account from Bigin, and voila! all your data is now imported into your Bigin account. Refer our Import from HubSpot document for more information.

Picklist field enhancements
Picklist field has been one of the most used field type by our customers and we decided to give it an upgrade with much requested enhancements like,
  • Previously, you could add picklist values one by one only. Now, you can type your options in bulk or load pre-defined options like days of the week, time zones, countries etc.,

  • You can sort the picklist options to appear in ascending order by selecting the Show picklist values in Ascending order checkbox.

Refer our Modules and Fields document, to learn about Picklist Field Type.
 
New templates for Team Pipelines
Templates help you save a lot of time and effort while creating Team Pipelines in Bigin. Since most of our customers prefer creating Team Pipelines through these pre-defined Templates, we have added 11 new templates to cover more use cases.
  1. Non-Profit Donations
  2. Issue Tracker
  3. Facility Maintenance
  4. IT Requests
  5. Employee Onboarding
  6. Product Roadmap
  7. Project Tracker
  8. Reimbursement Claims
  9. Patient Referral
  10. Content Planner
  11. Marketing Campaign Manager


Increase in base limits of API credits
We are seeing an uptick in API usage amongst our users and hence we've now increased the daily limits for REST APIs. We've increased the API base limit from 5000 credits to 50,000 credits for Express, Premier and Zoho One editions.

New limits for a 24 hour window: (50,000 credits + No. of user licenses x 250). You can have up to 100,000 credits in a 24 hour window irrespective of the user licenses count in your Bigin account.
 
We value your feedback and are always striving to improve our product to meet your needs. So, please share your thoughts and feedback with us in the comments below.
 
And, we have more exciting feature updates coming your way. Watch this space for latest product updates.
 
Best,
Aayisha
User Education - Bigin

      • Recent Topics

      • Vendor Signatures Needed for Purchase Orders

        Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.

      • Is there an API to "File a Ticket" in Desk

        Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

      • Store "Sign in with Google/Microsoft/GitHub etc." details

        Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username

      • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

        Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

      • Tip of the Week #72– Assign thread ownership to avoid confusion.

        When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating

      • Migrate Your Notes from OneNote to Zoho Notebook Today

        Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

      • Unarchive tickets

        How can I manually unarchive tickets?

      • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

        Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,

      • FSM trying again

        have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service

      • Feature Request: Conditional Field Mandatoriness Based on Display Status

        Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in

      • Data Migration Strategies for Moving to a Cloud Solution

        Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it

      • Commerce Order as Invoice instead of Sales Order?

        I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

      • How to set different item selling prices for Zoho Commerce and Zoho Books

        Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price

      • Time Entry Notifications

        Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

      • Zoho CRMの流入元について

        Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

      • How to report 'Response violation' OR 'Resolution violation'

        Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect

      • [Webinar] Automate sales and presales workflows with Writer

        Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

      • Power of Automation :: Quick way to associate your Projects with Zoho CRM

        A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

      • Date triggering Workflow rule

        I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever

      • Restricting contact creation

        Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails

      • Import Holiday Calendars

        HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie

      • Filtering Tickets based on Email headers

        We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`

      • Error 550 5.4.1

        I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated 

      • Billing Management: #2 Fair way of Billing- Prorated Billing

        Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. Prorated

      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

      • Has Anyone successfully integrated Zoho and Sage Intact?

        Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

      • How can I filter a field integration?

        Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

      • Adding image in HTML report page

        Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market

      • How to change view of HTML report based on device but always print in A4

        Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always

      • Age Calculation

        I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.

      • Search on Custom Field

        We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a

      • Sendmail function / custom action?

        I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered

      • API to post drafts for social media

        I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

      • Canvas View in Zoho Recruit

        Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

      • Enable Locations for Expense

        Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

      • What impactful sales coaching techniques have you used to boost your team's performance?

        I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned

      • Adding Taxes to paid consultations in Zoho Bookings

        I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

      • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

        Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

      • Feature Request - Insert URL Links in Folders

        I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

      • How to Calculate MTTR (Mean Time to Resolve)

        We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

      • Next Page