Zoho Bigin : 3 intégrations qui vont vous changer la vie !

Zoho Bigin : 3 intégrations qui vont vous changer la vie !

Bonjour à tous,

Combien d'applications utilisez-vous en moyenne par jour ? Impossible de connaitre le nombre exact, mais nous sommes prêts à parier qu'il y en a plus d'une !
Nous utilisons tous de nombreuses applications dans nos activités professionnelles. Et avouons-le, passer d'une application à l'autre peut être un véritable casse-tête. Et si nous vous disions que toutes vos applications peuvent être intégrées à un seul système ? Cela semble trop beau pour être vrai ? Avec Bigin, ce n'est pas seulement vrai, c'est aussi très facile !

Ventes et finances



Avec notre nouvelle intégration Zoho Books/Invoice, vous n'avez plus à vous soucier de passer de Bigin à d'autres applications financières. Les informations commerciales et financières étant disponibles dans la même application, vous pouvez créer des devis, des commandes de vente et des factures sans effort, directement depuis Bigin.
Zoho Books vous permet également de synchroniser tous les contacts, entreprises et informations sur les produits de votre compte Bigin avec les clients et les articles de Zoho Books/Invoice.

Mailchimp



L'organisation de campagnes d'e-mailing peut vous aider à atteindre des centaines de prospects en une seule fois et constitue probablement le moyen le plus courant de faire connaître votre entreprise. Mais ce qui compte le plus, c'est d'envoyer le bon message au bon public et de suivre vos prospects. C'est là qu'un CRM comme Bigin entre en jeu. Grâce à l'intégration de Mailchimp à Bigin, vous pourrez envoyer des e-mails en masse à vos contacts Bigin depuis Mailchimp grâce à notre synchronisation bidirectionnelle des données, suivre l'ensemble du parcours client à travers plusieurs pipelines, et enfin prononcer ces deux mots magiques : "Affaire conclue !". Ainsi, tandis que Bigin s'occupe des ventes, Mailchimp peut vous aider à faire grandir votre entreprise ! Pas mal non ?

Zoho Forms



Zoho Forms est un créateur de formulaires en ligne qui est utilisé par des dizaines de milliers de petites entreprises. L'intégration de Zoho Forms pour Bigin vous permet de transférer les données de vos formulaires vers n'importe quel module de votre compte Bigin. Grâce à cette intégration, vous pouvez créer automatiquement un nouvel enregistrement dans Bigin chaque fois qu'une entrée est soumise dans Zoho Forms. Avec les informations que vous collectez dans Bigin, vous pouvez automatiser une variété d'opérations en contact avec la clientèle, comme le suivi des prospects, l'obtention de commentaires des utilisateurs et bien plus encore, le tout sans aucun codage nécessaire !





        • Recent Topics

        • ONLY email field not populating Writer fillable document (randomly)

          I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,

        • My number is marked as spam

          Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.

        • Personnalisation des paramètres dans Zoho Mail

          Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines

        • How To Save Data Into Zoho CRM Sandbox

          Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",

        • Automate pushing Zoho CRM backups into Zoho WorkDrive

          Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

        • Question about retrieving unsubscribed contacts (outside of lists) via API

          Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there

        • Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

          Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field

        • How to customize the colors of the Client Portal login screen and add the company logo?

          As title, how to customize the colors of the Client Portal login screen and add the company logo?

        • Daily updates/fixes and how to see what was changed?

          When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was

        • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

          Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

        • Why should I choose Zoho Inventory vs Odoo?

          Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I

        • Product Updates in Zoho Workplace applications | July 2025

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

        • PLEASE FIX YOR BUGS

          PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.

        • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

          Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

        • Create online meetings for Booking Pages with Zoho Meetings and Zoom

          Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with

        • Filters in audit logs

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

        • Enhanced help options in Bigin

          Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

        • Zoho FSM API Developer Needed

          Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

        • Revenue Management: #4 What if there are uncertainties in project or service delivery?

          Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

        • This mobile number has been marked spam. Please contact support-as@zohocorp.com

          Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

        • Feature Request: Ability to Set a Custom List View as Default for All Users

          Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

        • Items Serial Tracking Issue

          We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

        • Composite Services and Account Tracking

          I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

        • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

          For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

        • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

          Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

        • Can't be able to check-in in laptop

          even after giving location access still i can't be able to check-in in laptop.

        • Compensation Cess on Coal ₹400 per tonne. ?????

          The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value

        • 7 month over zoho book purchase but still not immpliments Golive

          7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some

        • Average Costing / Weighted Average Costing

          Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

        • SMS to customers from within Bigin

          Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

        • How to update/remove file in zoho creator widgets using javascript API

          Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

        • Parent & Member Accounts (batch updating / inheritance)

          Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to

        • Edit Legend of Chart

          I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

        • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

          A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great

        • Deletion of Zoho Account

          To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current

        • Workflow for deposit to bank account

          Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven

        • Marking Retainer invoice paid through Deluge

          Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • Create a new record in custom module vi custom button

          I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into

        • Profile date settings

          At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

        • Next Page