Save Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?
iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.
Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.
Workflow : Update a multiline text field
Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks
Streamlining customer inquiries with Email-In approvals
Greetings! Email-In has transformed the way Bigin users manage customer inquiries by seamlessly converting emails into pipeline records. By creating email aliases for your Bigin pipelines, any email sent to these aliases is automatically turned into a
Associate email to deal and multiple contacts to deals
Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that we
We're turning five this May, and we need your participation to make this more memorable!
Dear customers, We can't believe it's going to be five years since we launched Bigin. From our humble beginnings to becoming the go-to CRM for small businesses worldwide, this journey has been incredible, and it's all thanks to YOU— our amazing customers.
Want to setup automation
I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.
Display Company Logos in Pipeline View
To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier
Easy way to create task from call
In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!
Bigin use in hospital- Human Med or Veterinary
I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?
Bigin Android app update: Introducing an option to change language -> Set your preferred language directly from within the app
Hello everyone! In the latest version(v1.7.22) of the Bigin Android app update, we have brought in support for an option to change the app language directly from within the app . Currently, we have supported 28 languages, using which you can choose the
GET Related Records Data does not respond to fields Query Parameter
I am trying to get a list of emails linked to a Contact, using the GET Related Records Data API call. It works if I want all the record fields. However, although the V2 guide specifies a "fields" Query Parameter, this is ignored. So even though I use
Merge templates sharing and execution by team members
Hi all, I need help on writer. Hope this group is the right one as well. I have a merge template created in Writer using Superuser, and I will require the team members to just run the merge filtering records, say using a quotation or invoice number that
Create a list of products and automatically associate them with new deals
Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double
Bigin chrome extension for Whatsapp web
Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looks
Introducing an option to log incoming phone calls in the Bigin Android app
Hello everyone! In the latest version(1.7.21) of the Bigin Android app, we have now provided an option to log incoming phone calls from records present in the Contacts or Companies module in our Bigin mobile app. How to enable the option to log incoming
Bigin iOS and Android app update - Henceforth ‘Activities’ will be displayed under a separate tab within the record details screen.
Hello everyone! Earlier, the activities of the records present in the contact, companies, and pipelines module were listed on the 'Related' tab under 'Open Activities' and 'Closed 'Activities' sections. Now, in the recent Bigin iOS and Android app update,
Improved record access with the Default Access Level feature
Greetings, I hope you're all doing well. We're excited to introduce Default Access Levels, which enable you to grant access to your peers' records when necessary. What problem does it solve? Organizations typically have hierarchies wherein higher-level
IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD
Op zoek naar professioneel dakwerk in Lochristi?
Bij Kevin Dakwerken Lochristi ben je aan het juiste adres! Wij bieden een compleet aanbod aan dakdiensten, van nieuwbouw tot renovatie en herstellingen. ✅ Dakrenovatie & Dakisolatie – Bespaar op energiekosten met een goed geïsoleerd dak. ✅ Platte en Hellende
Bigin Android and iOS app update: Push notification support for WhatsApp messages
Hello, everyone! We are excited to announce that we have now added support for push notifications on the Bigin mobile app for the incoming WhatsApp messages. You can stay on top of your conversations and never miss an important message from your customers.
Bigin_Email Notification not being sent when a new lead is created
I have a workflow in BIGIN set to send an email notification when a new lead is created via a webform (integrated with ZohoForm) The trigger is whenever a contact is "Create or Edit". Conditioning was applied for contacts which source is "Website" If
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
Prevent invalid entries in forms using Form Field Validations
Greetings, Forms are crucial for collecting customer information, but inaccurate or improperly formatted submissions can disrupt your business operations. Imagine a phone number entered as random text, an email address missing its domain, or a date field
Make collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets
Is it posible to add deal via API
Hello! I'm a little bit confused, what should I refer to if I want to add a deal (succes deal) via API? We register deals in separate app, I would like to integrate it into bigin.
Bigin iOS and macOS app update - Email Filter enhancement
In the most recent iOS (v1.11.1) and macOS (v1.8.1) versions of the Bigin app, we have introduced additional email filters. We have now brought in support for 'All Emails' and 'Added from Widgets' filter categories. All Emails: This filter displays emails
Is there any limit on creating stages in pipelines in Bigin
Thankyou.
Lead distribution in round robin model
Hi, I would like to propose the lead distribution functionality to the sales team in a Round Robin model. The idea is to allow a sales team to receive their leads in order of entry for each salesperson. I understand that Bigin's automations are simpler than other platforms and I think they should continue to do so. But a simple adjustment can allow leads to be distributed to predefined users in a given profile. In this case the process would be: 1. Create a new user profile and associate salespeople
Bigin Copy Dashboards
Hello, I would like to copy an existing dashboard, modify components, then save it as a new dashboard in Bigin. Any help on how to do this would be appreciated. Thank you
Bigin iOS and macOS app update: Signals
Hello everyone! In the latest iOS(v1.10.7) and macOS(v1.7.9) versions of the Bigin app, we have brought in support for the Signals section within the Notifications module. Signals notify you about contact touchpoints, such as when a contact opens your
[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates
can change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?
Email Sequencing
Bigin desperately needs Email Sequencing. We have to buy other software to do this and bigin doesn't sync with many outside software. Email Sequencing means if someone doesn't reply/open/click an email, it can automatically send another (or a few) after
Sending out a lot of emails, not sure who to follow up with
When sending out a lot of emails through bigin, we need a way that a TASK is added to the deal to follow up if they haven't replied/views/clicked in x days.
Schedule workflows to run on business days only (not weekends)
Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in
in contact and company the option all emails not showing the emails
Hi I notice when we want to see all the emails for all contacts it does not show up. This happens to option tab contacts and company. If you want to see the emails and you have for example 5 contacts you have to choose one by one.
Product Quantity Report in Dashboard
I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?
Initiate conversations anytime with WhatsApp's Templates
Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to start
Multiple workflows based on stage?
I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.
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