Présentation des pipelines connectés, pour une transition fluide des données entre les pipelines

Présentation des pipelines connectés, pour une transition fluide des données entre les pipelines

Bonjour à tous !


Nous avons récemment présenté les Pipelines d'Équipes - la dernière mise à jour majeure de Bigin pour transformer et unifier les opérations clients pour les petites entreprises. L'un des retours que nous avons reçus de nos premiers utilisateurs est que lorsqu'un enregistrement atteint un certain stade dans un Team Pipeline, ils souhaitent qu'un nouvel enregistrement soit créé dans un autre Team Pipeline avec les informations reportées du pipeline précédent. Pour répondre à cette demande, nous introduisons les Pipelines connectés, une nouvelle fonctionnalité qui automatise le transfert transparent des enregistrements d'un pipeline à l'autre.


Comment les pipelines connectés peuvent-ils aider votre entreprise ?


Prenons l'exemple d'une entreprise de décoration d'intérieur - Zylker Interiors - qui propose des espaces de travail intérieurs pour les bureaux. Elle a mis en place 3 Team Pipelines différents à Bigin.



Pipeline de ventes

Pipeline de production

Pipeline d'installation

L'équipe de vente de Zylker utilise ce pipeline pour entrer en contact avec des prospects à la recherche d'intérieurs de bureaux et les convertir en clients.

Une fois qu'un nouveau client a rejoint l'entreprise, l'unité de production de Zylker utilise ce pipeline pour gérer les ordres de production du client.

Après l'achèvement d'un ordre de production, l'expédition vers le site du client et le processus d'installation qui s'ensuit sont gérés dans ce pipeline.


Dans le cas de Zylker, chaque fois que l'équipe de vente conclut une affaire dans le pipeline de vente, il serait idéal qu'une nouvelle commande soit instantanément créée dans le pipeline de production. De même, une fois la commande terminée dans le pipeline de production, l'idéal serait de créer automatiquement une demande d'installation correspondante dans le pipeline d'installation.

 

Les pipelines connectés peuvent vous aider à automatiser l'ensemble de ce processus, éliminant ainsi le travail manuel et les erreurs liées à l'intervention humaine.




Comment cela fonctionne-t-il ?


Pour réaliser des pipelines connectés, nous introduisons une nouvelle action dans les flux de travail : "Créer des enregistrements connectés".




1. Avec cette mise à jour, vous pouvez configurer un Workflow qui se déclenche chaque fois que l'étape d'une Offre est modifiée. Vous pouvez spécifier l'étape exacte dans la section Conditions.

 

2. Dans la section Actions, vous pouvez cliquer sur l'action "Créer des enregistrements connectés" et choisir le prochain pipeline d'équipe dans votre processus d'entreprise. Dans le cas de Zylker, il s'agira du pipeline de production après la conclusion d'une affaire dans le pipeline de vente.

 

3. Dans l'écran Créer un enregistrement connecté qui s'affiche, vous pouvez mapper les champs entre les deux pipelines afin que les informations de l'enregistrement de l'affaire soient correctement reportées dans l'enregistrement de la commande lorsqu'elle atteint le pipeline de production.

 

Désormais, chaque fois que l'équipe de vente conclut une affaire dans le pipeline de vente, une nouvelle commande est automatiquement créée dans le pipeline de production. Cela permet d'éviter les efforts manuels et de gagner du temps, car l'étape suivante du parcours du client démarre instantanément dès que l'équipe a terminé l'étape précédente.

 

De plus, lorsqu'un commercial ouvre un enregistrement d'affaire qui a déclenché le workflow pour créer une nouvelle commande, il peut également voir l'enregistrement de la commande dans l'onglet Enregistrements connectés. Le commercial peut ainsi suivre l'état de la commande. Ainsi, Connected Pipelines permet à vos équipes de rester unies grâce à la boucle d'information connectée à travers Team Pipelines.




Disponibilité

 

Si vous utilisez déjà la version Team Pipelines de Bigin, alors Connected Pipelines sera déjà disponible pour vous. Vous pouvez vous en assurer en vérifiant si vous voyez l'action "Créer des enregistrements connectés" lorsque vous créez un flux de travail.

Nous avons publié un guide d'aide détaillé pour vous aider à démarrer avec Connected Pipelines.

Essayez cette nouvelle amélioration et faites-nous part de vos réactions dans les commentaires ci-dessous.

 

Pour ceux qui n'ont pas encore essayé Team Pipelines, nous vous suggérons de remplir ce formulaire et nous activerons Team Pipelines pour votre compte. Nous vous conseillons de passer à Team Pipelines le plus tôt possible car nous nous préparons à le déployer pour tous les utilisateurs de Bigin.

 

Sur quoi d'autre travaillons-nous ?

 

Nous avons écouté activement vos demandes de fonctionnalités et nous travaillons sur un grand nombre d'améliorations, notamment l'intégration de Whatsapp, l'affichage du calendrier pour les activités, les pages de réservation en ligne, les formulaires Web pour Team Pipelines et bien d'autres encore.

 

Restez à l'écoute pour de nouvelles mises à jour !




        • Recent Topics

        • Unable to enable tax checkboxes

          Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

        • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

          Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

        • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

          Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

        • ZohoSign and ZohoBooks Integration/Workflow

          Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

        • Manage monthly tasks with projectsf

          Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

        • Zoho Suite is very slow

          Since today Zoho is incredibly slow over all applications! What's going on?

        • Field Dependency Not Working on Detail Page in Zoho Desk

          Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

        • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

          When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

        • Combine and hide invoice lines

          In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

        • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

          Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

        • Transaction Locking with the dynamic date

          Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

        • Zoho Devops

          We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

        • Fuel up your sales with the Zoho SalesIQ + Bigin integration

          Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

        • Dealing with API responses where integers have more than 16 digits

          Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

        • Add a 'Log a Call' link to three dot icon in Canvas

          Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

        • Collaps Notes

          There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

        • Introducing AI-powered Assessments & Zoho's native LLM, Zia

          We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

        • Ability to Reset Visitor Fields During an Active Chat Flow

          Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

        • The Social Wall: August 2025

          Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

        • External ID in Zoho CRM

          Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

        • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

          With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

        • Aggregating the First Value in the Group By of a dataset

          Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.

        • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

          Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

        • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

          We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

        • Admin Control Over Profile Picture Visibility in Zoho One

          Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

        • How can I track which zoho users are actively using Zoho CRM

          I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

        • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

          In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

        • Track Zoho Campaign and Workflow sales impact

          I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

        • Zoho / Outlook Calendar sync

          The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

        • Tables for Europe Datacenter customers?

          It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

        • What is a line break code for zoho?

          Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something

        • Automatic Project Owner change

          Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

        • Button to add product to cart

          Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

        • Problem with Submit Button Design

          I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

        • Zoho CRM- Authorize your Microsoft Teams account issue

          Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each

        • Passing the CRM

          Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

        • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

          My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some

        • Adding a developer for editing the client application with a single user license

          Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

        • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

          Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests

        • Présentation de SecureForms dans Zoho Vault

          Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans

        • Next Page