[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines

[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 a certain stage in a Team Pipeline, they want a new record to be created in another Team Pipeline with the information carried over from the previous pipeline. To address this we're introducing Connected Pipelines - a new feature that automates this seamless transfer of records from one pipeline to another.
 
How can Connected Pipelines help your business?

Let's take an example of an Interior Design Firm - Zylker Interiors that caters interior workspace for office spaces. They have setup 3 different Team Pipelines in Bigin.
 
Sales Pipeline
Production Pipeline
Installation Pipeline
Zylker's sales team uses this pipeline to engage with prospects looking for office interiors and converts them into customers.
Once a new customer is onboard, Zylker's factory unit uses this pipeline to manage production orders for the customer.
After a production order is completed, shipment to the customer's site and subsequent installation process is managed in this pipeline.
 
 In Zylker's case, whenever the sales team closes a deal in the Sales Pipeline, it would be ideal if a new order is instantly created in the Production Pipeline. Also once the order has been completed in the Production Pipeline it would be great to create a corresponding Installation Request automatically in the Installation Pipeline.
 
Connected Pipelines can help you automate this whole process thereby eliminating manual work and errors associated with human intervention.


How does this work?
 
To achieve Connected Pipelines, we're introducing a new Action in Workflows - 'Create Connected Records'.




 
1. With this update, you can setup a Workflow that is triggered whenever a Deal's stage is modified. You can specify the exact Stage in the Conditions section.
 
2. Under the Actions section you can click the 'Create Connected Records' action and choose the next Team Pipeline in your business process. In Zylker's Case, it will be the Production pipeline after a deal is closed in the Sales pipeline.
 
3. In the Create a Connected Record screen that pops-up, you can map the fields between the two pipelines so that the information in the deal record is properly carried over to the order record when it reaches the Production pipeline.
 
From now on, whenever the sales team closes a deal in the Sales Pipeline, a new order is automatically created in the Production pipeline instantly. This takes out manual effort and saves time as the next step in the customer's journey will be instantly started once a team completes the previous step.
 
Not just that, now when a sales person opens a deal record that has triggered the Workflow to create a new order, they can see the Order record too under the Connected Records tab. This lets the sales person keep track of the order status as well. This way, Connected Pipelines keeps your teams together with the information loop connected across Team Pipelines. 
 


Availability
 
If you're already using the Team Pipelines version of Bigin, then Connected Pipelines will be already available for you. You can verify this by checking if you can see 'Create Connected Records' action when you create a Workflow.
We've published a detailed help guide for you to get started with Connected Pipelines.
Do try this new enhancement and let us know your feedback as comments below this announcement.
 
For those who are yet to try Team Pipelines, we would suggest you to fill in this form and we'll enable Team Pipelines for your account. We suggest you to switch to Team Pipelines sooner as we gear up for the general rollout of the same to all Bigin users.
 
What else are we working on?
 
We've been actively listening to your feature requests and are working on a bunch of enhancements including Whatsapp integration, Calendar View for Activities, Online Booking Pages, Web forms for Team Pipelines and more.
 
Stay tuned for further updates!
 
Thanks,
Guru | Product Manager | Bigin





        • Recent Topics

        • Syncing stuck for days

          Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help

        • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

          Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should

        • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

          Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

        • API PARAMETER FOR TICKET CLOSED TIME

          Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

        • Reply to email addresses wrong.

          I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".

        • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

          Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

        • Meeting integration with Otter.ai

          Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

        • Get Workflow Metadata via API

          Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

        • How to close/delete a free creator account?

          I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?

        • Zoho books and zapier causes Invalid data provided

          I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The

        • CRM report

          Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam

        • Early Payment Discount customize Text

          Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

        • Enhancements to Client script?

          Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

        • Add views to new CRM UI navigation + Unlimited Webtabs

          Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

        • E-Mail Distribution List

          How do I create an e-mail distribution list in Zoho Mail?

        • Custom "create meeting" button with more functionality than Zoho currently has?

          I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

        • Error Code 4: Invalid value passed for JSONString

          Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

        • Organizing contacts/members by company

          I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

        • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

          I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

        • Unable to search in Zoho Email

          I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

        • Response Time Report

          From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

        • Problem : Auto redirect from zoho flow to zoho creator

          Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

        • Zoho - Outlook plugin

          Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

        • Threaded conversations for emails sent via automation

          Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

        • Zoho Books - Sales Person Information

          Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

        • Offline working in Zoho Creator portal

          Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

        • Fetch Records using Dynamic Criteria

          Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

        • Url filter Report date (pivot chart)

          Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos

        • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

          I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else

        • Emoji Support in Bigin CRM

          We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

        • Bigin Booking Pages enhancements

          I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.

        • Amount in words in Indian format

          Hi, I had coded the following code to convert amount in words. But in the code in the format of US like million. But i need in Lakh and Crore. So pls suggest ideas r post corrected code string Num2Words(int val) {     val_s = input.val.toString();     th = {"", "thousand", "million", "billion", "trillion"};     // uncomment this line for English Number System     // th = {"","thousand","million", "milliard","billion"};     dg = {"zero", "one", "two", "three", "four", "five", "six", "seven", "eight",

        • What are people using to send Service based emails?

          Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database

        • Standalone LMS tool

          Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?

        • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

          Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

        • An Overview of Dario Schiraldi Deutsche Bank Executive

          Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

        • Emailing a document to WorkDrive

          Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

        • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

          Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

        • Ability to modify what displays in calendar invite?

          I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

        • Zoho One and Tally Integration

          Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?

        • Next Page