Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on
Expanded 'Stats' section
Hi team, Can you please update the 'Stats' section when in an agency or agent record to provide more detail. For now it only shows a summary of the Open or Won pipeline records. I would like it to show at a minimum Open, Won, Lost and Total records. It
Does Bigin not have Deal Percentages for Pipeline?
Hi there, I have subscribed to Bigin and am kinda taken aback that it looks like there is no ability to tie a deal percentage to a pipeline stage to generate any type of simple forecast dashboard!? Am I missing something?
Spam from email sent from Bigin CRM
Hi Bigin team, I have noticed that sending emails from with in bigin crm to the clients the email is intended as spam. I have my bigin account setup with gmail imap. I have contacted various contacts in which they informed they don't receive the email
How to dynamically display a list of Companies from Bigin to a (WordPress) web page
Hi All, I believe I have, what should be, a super simple technical challenge. I'd like to be able to dynamically (on-demand) READ a list of Companies from our Bigin account, and display their names on a web page. It's all read-only server-side stuff,
Bigin - Locale is set correctly but emails are showing a time stamp that does not match locale.
Why are email time stamps showing as though they are reporting from a different time zone. My locale is setup correctly under the organisation settings but the timestamp is not correct.
Letter Font while sending mass emails
Hello everyone, I have been sending different mass emails through Bigin the last days and I noticed that the font is changing sometimes. Even if I see that the email is well written and at the desired font and size, the recipients are receiving it in
WhatsApp messages and Calendar view for activities - Android & iOS - Bigin
Hello Everyone! In the most recent Android (v1.6.17) and iOS (v1.9.1) update of the Bigin app, we have included support for a list of fantastic features designed to enhance your productivity and user experience. Here’s what you can expect: Instant Messages:
Bigin - What is the email poll frequency?
Can anyone give me the email pool frequency from Bigin ? I have O365 setup but cannot see where the poll frequency is set if at all. At what intervals does it fetch new emails?
unable to connect Bigin to IMAP
I actually connect and Bigin gives me a message saying configuration successful, however I cannot receive incoming emails. I know they are connected to a contact, and I can send outbound email just fine, but no matter what I do I cannot get inbound. Any
Dashboard Drill Down
Greetings, Previously, in Bigin's Dashboards, the Charts, Target Meters, and KPIs were static, which meant you could only view the data overview. However, with this new enhancement, you can now not only view the overview but also access the underlying
Now you can set default properties for the Email Composer in Bigin
Greetings, Previously, when you sent an email in Bigin, you had to set the font style and size, sent from address, reply to address, and reply details manually. With this enhancement, however, you can set default preferences that will be automatically
Bigin stops syncing with Google Calendar
Hi there, I am having the an issue with the sync feature of Bigin Events and Google Calendar. It constantly stops syncing. Each time it stops syncing I have to disconnect the calendar through intergrations and then re connect it. As you can imagine this
Bigin email configuration - Gmail 'Send mail as'
Hello, I am trying to use I have a UK2 business email account that I use through Gmail with the 'Send mail as' and 'Check mail from other accounts' features available in Gmail. I now want to use Bigin to receive and answer customer emails. How do I configure
Bigin Inventory Books Integration For Items
Hello, Can Bigin directly integrate for items sync with Inventory or Books? I don't want to use Flow, it's clunky. Thank you
Importing contacts into Bigin does not connect to company
I imported companies first. Added the same company name to the company name field in my contacts csv file. When I import, there are no company assignments. It's behaving as if company name might not be the match field. So do I need to export companies
Customize permissions for each pipeline
Greetings, In Bigin, each user's access to any given pipeline is controlled by profile permissions that grant either full access or none at all. While this simplifies access management, it doesn't enable admins to fine-tune access to specific pipeline
How to Send Email Templates via Workflow to Secondary Contacts?
Hi Everyone Is there a possibility to send email template via workflow to secondary contacts? Probably via a function? This is a very much needed feature for our business because We want all contacts in the deals be in the loop. If anyone has a script
Filter option support - Bigin Android (v1.7.0), iOS(v1.9.4) and macOS(1.7.0)
Hello, Everyone! In the latest Android version(1.7.0) of the Bigin mobile app, we have brought in support for an option to filter records. The filter option is available in the following modules: 1. Pipelines 2. Contacts 3. Companies 4. Activities 5.
NEED HELP FROM USER - not tech support
I am having a hard time getting into a routine with bigin - how does a daily user leverage the tool in a quick efficient manner... 1 - working off a daily activity screen (ie; 40 activities for the day) 2 - completing an activity and rolling it over 2-3
Products in Email Template
I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal in
Export / print timeline feed
Can you provide an option to export / print the timeline activity tab in a pipeline ticket . Sometimes we need to provide a customer the history of their ticket and it will make it easier to send to them
Replying in Bigin to an email that was sent to Bigin via a 'Contact Us' form
The following is what I would describe as a normal expectation of a CRM: 1. A form on a website (e.g. a 'Contact Us' form) is successfully completed and submitted by a visitor to a website. 2. The form data is received by the CRM as an email. 3. In the
Bigin app update - Android
Hello everyone! In the Android version of the Bigin mobile app (v1.6.3), we have introduced support for Caller ID functionality. With this feature, you can now view contact details and access them by tapping the Caller ID banner, which will direct you
I am looking for opinions of Bigin. Zoho Tables has been a headache.
Could I get some opinions about Bigin from users about their experiences. I am a little more cautious about selecting a SAAS provider.
Caller ID - Bigin iOS mobile app.
Hello everyone! In the most recent iOS (v1.9.2) update of the Bigin mobile app, we have included support for 'Caller ID' feature. Caller ID lets you see the contact names of incoming calls, even if those contacts are not saved on your mobile device, as
New video-based issue reporting tool
Greetings, We're excited to introduce the "Record Screen" option in Bigin, which enables you to report issues in your Bigin account easier and faster. This new video-based issue reporting option enables you to record your screen and provide detailed descriptions
How to not display decimals
I need the get rid of the the decimals on deals, price, dashboard and everywhere.. See attached screenshot. Thank you
Insights Tracking Links reported as unsafe
Hi, We are having an issue with hyperlinks within email templates. Zoho adds the tracking links where we have created hyperlinks to sections of our website and then when these are clicked within the received email users are being shown a "This site has
How to forward email from Bigin to someone else.
I can't see an option to forward email from Bigin to a 3rd party. I can only see the option to Reply to the person who sent me the email in the first place. What am I missing?
Automated Sms
Hi, I have signed up to Bigin and I am trying to see if using triggers within bigin you can automate this to send and SMS with one of the sms providers. I find it difficult having googled searched to see a conclusive answer. Perhaps someone could advise
Get contextual Bigin data inside Zoho Mail with the all-new eWidget
Greetings, Email is essential for business communication, whether with customers or prospects. If you're using Zoho Mail to manage your communications and Bigin as your CRM, the eWidget extension enables you to access information from your Bigin contacts
Ushering in the new chapter of Bigin's partnership with Samsung!
We are happy to announce that we've extended our fruitful collaboration with Samsung to bring you features that will transform the way you run your business on your beloved Samsung devices. From bringing Samsung's flagship Galaxy AI to Bigin and redefining
Custom Field - File Attachment / Upload
I would like to request a new custom field type of File Attachment or File Upload. This would be particularly useful for Deals object, so you can create a Stage Transition Rule whereby the sales rep must upload copy of signed contract to transition the
Calender in mobil app
Hi any mews for when we are going to have the calendar option on mobile so that we have all information centralised for tasks, events and calls?
Say hello to the latest toppings in Bigin's Marketplace!
Hello Biginners! We’re excited to announce three new additions to Bigin's Marketplace. While one of these toppings was built in-house at Zoho, the other two were built by our Marketplace partner, Upwise Professionals. Regardless of the origin, these integrations
Customer Counting Systems
Does anyone use a customer counting system that will feed into Bigin?
BigIn - Calendar view for activities/events
We are evaluating BigIn to switch from Pipedrive. One thing that is missing is a calendar/week view for your event activities. It would be very nice as a manager to have a calendar view that shows me all sales meetings me and my two sales rep have on
Pipeline Lost option - information or request
Is there way or option that appears when you move the pipeline deal to the Lost pipeline so that you write a note why the deal was last.
Prefix per pipeline
Please look at a ticket number prefix option per pipeline - why does the prefix have to be same in all pipelines eg - sales pipeline could be S 12345 - job pipeline could start with J 45678 etc etc
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