[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines
Hello Everyone! Recently we've rolled out early access for Team Pipelines - Bigin's next major leap to transform and unify customer operations for small businesses. One constant feedback we've received from our early adopters is that once a record reaches
Offline Access to App
Hello, i started to use Bigin and was wondering if it is possible to access the mobile app without being connected to the internet? I am working in hospitals, where I often have no connection inside and can not load the app.. which makes it pretty much
Is Bigin Really Free - Confused by notifications?
I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything
Shopify — Zapier — Bigin. Attach Items to new order
I have set up the integration through Zapier. When I receive a new order in Shopify, a deal is created in Bigin, and everything works correctly. But I can't understand how to add products from the Shopify order to the deal in Bigin. Can you help me with
Facebook & Google Ads integration, whatsapp API integration and Zoho Calendar integration
1) I have purchased Zoho Workplace, but am worried that what ever event and call I am creating in the Zoho bigin is not getting synchronized with my zoho workplace calendar. Also am worried that you are giving free integration with Google calendar and
Team Pipeline is now supported in the latest version of Bigin app on all platforms (Android, iOS and Mac OS)
Hello All, Team Pipeline is now supported in the latest version of Bigin app on all platforms (Android v1.5.6, iOS v1.6.3 and Mac OS v1.4.2). What is Team Pipeline? Team Pipeline is a business solution which unifies all customer-facing operations under
Unable to update payment method
Hi I'm unable to update my payment method since it will always stuck on this screen (see attached)
#BiginnersTips - WhatsApp Integration- Post 1
Hello everyone! We're kickstarting a new series of posts in our Community forum called #BiginnersTips, which aims at providing nifty tips and tricks for effective product usage, sharing some best practices, and resolving the questions Bigin users and
Add unsubscribe link to your email, Import from Insightly and more!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Add unsubscribe link to your email You can now add unsubscribe links to emails you send from Bigin. When a contact clicks the unsubscribe link, the Email
How to use Bigin if I sell to individuals?
Our business provides services to private individuals, not to companies. Is there a way to customize Bigin to match this workflow? Having Contacts and Companies as separate entries may not be the most efficient workflow for our services, but otherwise
How do I bring in a Pipeline I designed in Zoho CRM into Bigin?
How do I bring in a Pipeline I designed in Zoho CRM into Bigin? All the contacts, tasks, etc have come over into Bigin just not the Pipeline itself.
Dashboard is now supported in the latest version of the Bigin Android mobile app
Hello, In the latest version of the Bigin mobile app (v1.5.4), we have brought in support for Dashboard. Dashboard module is now accommodated within the Bigin mobile app. The dashboards that are configured on Bigin web application can be accessed from
how to integrate zoho bigin to wordpress website ?
hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?
Order line items (deal products) not syncing to CRM
Hi all, Quite urgent as we’re planning to roll this out to all staff this Friday. The order line items (the products) are not syncing. The deals themselves are, just not the line items. If the deal is created in BIGIN, the line items will not show in
Zoho helped our sales team become more productive
With Zoho, Hyperzod’s sales team is now more efficient and productive as it has taken over most of their manual tasks and automated them. Multiple pipelines, using Zoho Bigin, have been created under the sales and deployment deals. In the past, spreadsheets
Introducing the Integration of Zoho CRM and Bigin for a two-way data sync
Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently. To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronize
Bigin Dashboard Drill Down Function
Dear, Dashboard information in Bigin CRM cannot be drilled down to see the actual data. For example if a KPI is added to see the number of deals that are in negotiation stage, we do not have the function to click on the result and see the detailed data. We have to go to deal module and filter it to find the desired results. Hope i am not missing anything. Please advice.
Syncing/Copying Data from Different Modules
Hi, I am trying to automatically copy data from one field in one module(Deals) to copy that same text to another field in another module(Companies) i.e. At the end of the deal process, user needs to add the account number as a final action. Once added,
Custom User Lookup field is now supported in the latest version of Bigin Mobile app.
Hello, Custom User Lookup field is now supported in the latest version of both Bigin iOS mobile app(v1.5.3) and Bigin Android mobile app (v1.4.14). - 'Custom user lookup' field is used to add a user to the respective record which requires multiple ownership.
Biginb or CRM for Solo Business
Hi! I have just started using Zoho One and want to try and integrate my businesses all into one system. At the moment it is just me and I have several sub-micro busiensses. At the moment it works just by categorising in Books and Inventory, as I want
Enhancements in Bigin
Hello everyone, We have released a bunch of enhancements this month. Here is a small introduction to each of them. Increase in maximum record count for Express edition The maximum number of records that can be added to the Express edition has been increased from 25,000 to 50,000. This limit is also applicable for the Zoho One users. Refer to the feature availability page for more information. Integration with Zoho Meeting Bigin can now be integrated with Zoho Meeting. You can conduct virtual
Office 365 Email Integration - MFA and Basic Authentication
Hello, We are attempting to set up Bigin to use the email integration with Office 365 using IMAP. We are trying to change our Office 365 settings to allow for basic authentication, and wanted to know if anyone has successfully integrated Bigin with Office
Bigin's apps for iPadOS 16 and macOS Ventura are here!
Hello everyone! Here's more good news following our earlier iOS 16 announcement. Bigin's latest versions for iPadOS 16 and macOS Ventura are out in App Stores now. Let's take a look at what's new! External display support A second screen can be
Bigin Mailchimp Import
Hi There I am doing an import from Mailchimp to Bigin for contacts. The mapping more or less works but as im discovering with Bigin, there are bugs. So it automatically maps most of the fields however, I have a customer account number field in Mailchimp
Quote Frustration
Hi There It seems I can create a quote, but how do I then email that to a customer? Is there a function somewhere for attaching the quote lines in the email? Why have a send email button in the quote if you cant attach the quote as a PDF or even a table?
Hide Option - Won / Lost Columns
I have found that I don't like that these columns are visible on the pipeline. I accidentally click on the cards or move them to the lost column. I think once they have gotten to that point it should not be visible in the pipeline anymore. If we need
Custom Field disapeared and can't create new one
Hi, I created a custom field in the contact module and moved it to the "address information" section but the field immediately disappeared. The total of custom fields used went up after the creation and down after it disappeared. Then, I tried to recreate
Large screen support and new enhancements in the latest version of Bigin Android mobile app
Hello All, In the latest version of Bigin Android app(v1.5.0), we have brought in the below enhancements: Large Screen Support Orientation and Split Screen view support for tablets Scribble support Drag and drop support Save to Download We have
How I can connect Bigin and Vonage together?
My business has Bigin and Vonage. I heard that two of them can be linked and connected, so all the calls history and text messages will be automatically recorded and documented in Bigin card. Can I have a link for all the processes?
Synchronization Issue With Zoho Bigin & Zoho CRM
Dear people from Zoho, Last week I setup Zoho Bigin and added a link with Zoho CRM. All my contacts & clients were synchronized from Bigin to Zoho CRM witch was great. A few days later I made some changes to the contacts & clients inside Zoho Bigin and
Generate a task from an email
Hi, Ive been trying to see if this feature exists so please let me know if i have missed it. if its not htre, woul dbne great to have it as new functionality. In our business often an email received prompts a workflow. I've setup the ZOHO Mail which
Additinoal email field not working in Webflow
Hi, The additional email fields does not send any emails out when creating a workflow. do I have to turn on email notifications? thanks
From Bigin to Zoho CRM
Hello Zoho team, Last week we bought Bigin Express, thinking that it will be enough for our needs. However, we now understand that we need a bit more and thus were thinking of moving to Zoho CRM Standard. Would the switch be easy or will we lose the money
Introducing Bigin's all new integration with Microsoft Teams
Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.
Discuss
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BCC an Email to a Deal?
Is there a unique email address for Deals that I can BCC emails to? 2 Examples: 1 - I want to reach out to an organization but I only have their generic info@ email address. Any emails sent to that email do not show up in Deals, even if that email address
Zoho Crm and Zoho Bigin Deals Integration Problem
Hello, I equate my sales opportunities on zoho crm to zoho bigin, but although sales opportunities appear as a list, it only shows 2 records as canban, what could be the problem.
Deal totals not updating in dashboard
I closed a deal as won and the value updated on the Deals page but not on the dashboard. I hit refresh multiple times and the dashboard still shows the old value.
Bigin cant login to email channel with office365 Account
Hello, I keep getting the response "Looks like the password you entered is incorrect" when trying to log in with my Office 365 account. I have checked and the password is correct.
Introducing Bigin for iOS 16
Hello everyone! We're excited to announce that Bigin is up and running on iOS 16. With the latest version, users can find features like Lock Screen widgets, RoomPlan, Weather, Focus filters, and much more. Lock Screen widgets Bigin's widgets are
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