[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

        • Store reviews module just got smarter in Zoho Apptics

          Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements

        • Try CRM for everyone button in the way of workflow

          Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.

        • Include EVERYTHING in Language Files

          Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language

        • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

          We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of

        • Allocating Salesman To Customer

          Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards

        • Shipment

          I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?

        • arabic not printing

          Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?

        • How to show Order Number/SO Ref on Invoice emails

          When creating a sales order or invoice we have an option to input an order number or ref# (see attached images). For the Sales Order email template we can add a placeholder for the SO_REF. However, for the Invoice email template there's no option to reference

        • Specify in-line image size in question

          I have an image inserted into a file upload type question. I can click and drag the corner of the image to make it larger or smaller, but I would like to manually input the dimensions I need. No matter what size I make the image in photoshop before uploading

        • Can you limit who creates tags?

          Hi there, I'd like to find out if it's possible to limit which Agents create tags on Zoho desk. Thank you. 

        • Auto CC - Moving Departments

          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

        • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

          Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

        • Customer paid excess. How do I record payment?

          A customer has paid me Rs. 7150 which is in excess. The amount due is Rs. 5388 I owe them Rs. 1762 back which I will be transferring to their account tomorrow. How do I get this entered into Zoho Books? I'm a little lost. :) Rishi

        • Search Bar Improvement for Zoho Commerce

          Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

        • Tabular View Report | Scale To Fit Screen

          Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after

        • Why Server error in creatiing Landing Pages

          Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx

        • Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

          Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit

        • Bulk update account type when adding a bill

          Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could

        • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

          Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best

        • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

          I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

        • Canvas: Add Sections to Detail View

          Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and

        • Automation#32:Auto Add New Portal Users to the Help Center User Groups

          Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

        • Cannot delete old accounts

          Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of

        • Offline mode on Android TV app?

          Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.

        • Choice-based Field Rules on Global Lists

          Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

        • Tip #36- How to use Survey in Zoho Assist to capture valuable feedback from remote sessions- 'Insider Insights'

          How to use Survey in Zoho Assist to capture valuable feedback from remote sessions The survey feature allows technicians and customers to share their valuable feedback, contributing to the improvement of remote service quality. After the completion of

        • Narrative 3 - Comprehending User Management

          Behind the scenes of a successful ticketing system - BTS Series Narrative 3 - Comprehending User Management User management in a ticketing system includes important aspects of how administrators oversee user access, roles, and permissions. This process

        • Product Details's Description is lost

          Hi CRM lost its description in Product details subform. Can you make some test before deploy any update?

        • Sent items with shared folders

          Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is

        • Zoho Bookings Issues We are facing

          Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if

        • Booking outside of scheduled availability

          Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

        • Run workflow on data import in Creator 6

          How to run a workflow on data import in Creator 6?

        • Multi Day booking for resources

          I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?

        • Add Usage & Voting Analytics for Knowledge Base Articles in Zoho SalesIQ

          Dear Zoho SalesIQ Team, We appreciate the current integration between Zoho Desk and Zoho SalesIQ that allows knowledge base articles to be synced and displayed to users directly within the SalesIQ chat interface. One valuable feature already available

        • Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ

          Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert

        • Customization of Chat Transcript Emails in Zoho SalesIQ

          Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive their

        • Import from Linkedin

          Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks

        • The ability to format text fields, ie when data is number or currency

          Hello, I have spent some time trying to determine how to accomplish this but it appears to be impossible. I want to merge a currency field from CRM into a PDF document. The CRM data shows $1,234, but when zSign gets the data it shows 1234 in the text

        • Tip of the Week #64– Customize your sidebar for a more focused workflow.

          When your shared spaces start filling up with too many views, it gets a little harder to zoom in on what really matters. You find yourself scrolling more than working, and the things that need your attention? They’re often buried down below. Custom sidebar

        • Zoho Social - Queries about GST invoices and subscription

          Hi, I am going to purchase the Zoho Social tool with a yearly subscription. So, can you please help me with my below queries: 1. How I get the monthly GST Invoices? 2. What is the process of subscription? 2. How to cancel a subscription?

        • Next Page