Links back to source data in Bigin email templates
Is there any way to add links back to the source records in Bigin email templates? I know you can insert data from the records but I would like to also provide a link back to the record. We use templates in workflows to alert our sales team that their
#BiginnersTips- 6 ways to add data to your Bigin account! - Post 3
Data is the star of your CRM, isn't it? That's what everything revolves around. So it's only right that adding or migrating data into your CRM should be no rocket science. The flexibility to add data through multiple channels is always beneficial for
[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
Two way Google Contacts and Calendar sync
Please explain if Bigin does a 2 way synch of Calendar and Contact items... I added some new contacts in my Google Contacts and label it as BIGIN, but I do not see it appearing on my Bigin contacts. Please clarify. Thanks
How to ensure email is retained within Bigin CRM Client record and / or Deal history if the user leaves.
Hi I have read the link below for Zoho CRM. Is the same email setup required (POP3) if emails must be retained in the Bigin records after the user has left the business? Some current users have only gmail, is this still possible and if so, how? Many thanks
Cant connect with Zoho CRM
Whenever i try to connect Zoho CRM with bigin i get this error massage. This would be fine if i did not have all rights in bigin. please help
No of records in bigin
Why is number of records limited in zoho bigin? express plan has only 50k records premiere plan has 100k records Why is it not unlimited records? What does it mean by records?
Is there a way to filter your contacts and add them to a pipeline
Hi, I would like to be able to filter my contacts to meet certain criteria (viewing the contacts page) then add them all to the 'recruitment' pipeline. Is there a way to do this without adding each one individually? I don't want to add 'secondary contacts'
Additional Pipelines and Air Actions support in the latest version of Bigin Android app
Hello all! In the latest version of the Bigin Android app (v1.5.8), we have brought in support for the below enhancements: Additional Pipelines: The existing list of available team pipeline templates has been expanded to include the following templates:
Dashboards in Mac Native App and Activities in Dashboard?
Hello- Light user of CRM (Zoho One user) and am LOVING the looks of Bigin. Nice work. Two questions: 1. I don't see the Dashboards Module in the Mac Native Client. Is there a way to add this? 2. Is there a way to add a list of my activities to a Dashboard?
How can I add images to contacts in Zoho Begin
I'd like to add a profile picture to each of the contacts in the CRM.. How can I do this? I can't see any options in the custom fields for images.
Remove tasks, event, calls and mail
We use other software programs to manage this, such as Zoho One Calendar, Zoho One task, Zoho Team inbox and our own software for calls. These buttons that appear on a deal seems like they can not be removed. It only represents a way employees can mistakenly
Tally integration with Zoho Bigin
Hi, Has anyone tried Tally integration with Zoho Bigin. Please contact. Regards, Mili Juneja
Limited Number of records
What is records in Bigin? Why is it not unlimited? Why is it 100k maximum?
Not sure on how to integrate Bigin with Zoho Books/Inventory
Right now, our company have established the process regarding Zoho Books/Inventory. We send quotations, then create sales orders, after that we divide the process into invoicing and packages, the process finalizes when the invoice is paid and the goods
Early access for Team Pipelines: Bigin's next big update to transform the customer-facing operations for small businesses and teams
Dear customers, Are you ready to check out Bigin's most exciting new update? We're absolutely thrilled about this announcement! Say hello to Team Pipelines - pipelines that unify all your customer-facing operations in one platform. What's this new
Eliminare tutte le attività in massa
Salve, il mio account ha più di 9000 attività in corso come faccio ad azzerarle? Grazie
Introducing #Biginforeveryone!
First things first- Thank you for being a part of Early Access for Team Pipelines and showering us with your support and feedback. Today, we are globally introducing Team Pipelines, Toppings, Developer Center and enhanced mobile capabilities for everyone.
#BiginnersTips - Are you using Bigin on iOS? This is for you!
Apple's iOS 16 update has enabled us to offer you a more business-friendly iPhone experience and enhance your productivity while on the go. Getting things done has never been easier with Bigin! Let's have a look at what's new: Lock screen widgets Get
[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
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
Next Page