Fuel up your sales with the Zoho SalesIQ + Bigin integration

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 look at an example to understand how this integration can help a business in real-time.

Zylker Real Estate is an agency in Dallas. Most of their visitors use the live chat on the website to enquire about property listings, mortgage assistance, or open house timings. But, while their business is thriving, they are also facing some issues in organizing and nurturing their website prospects.

Problems they faced:

  1. Potential leads accessing their website and chats weren’t being duly captured in their CRM, leading to lost opportunities and conversations that ended without follow-ups.
  2. CRM follow-up tasks weren’t consistently created or tracked, resulting in missed chances to nurture and close deals on time.
  3. Sales reps lacked visibility into the prospects' past conversations on their CRM, causing repeated questions and disjointed customer experiences.
  4. And, when CRM contacts revisited the website, they weren’t recognized as existing contacts, leading to a disconnect and missed opportunities to prioritize and nurture these contacts as valued prospects.

The solution? 

Enter the SalesIQ + Bigin Integration!

The all-new SalesIQ + Bigin integration solves all the above problems, giving businesses exactly what they need to connect engagement with sales.

Customer journey using SalesIQ + Bigin: How does this integration solve the problems faced by Zylker Real Estate?

Let’s look at an everyday business scenario to understand how this integration helps Zylker Real Estate.

A visitor named John lands on Zylker Real Estate's listing webpage for a two-bedroom apartment. He starts a chat with Operator Patricia using the SalesIQ chat widget.
  1. Operator Patricia answers in real-time using the SalesIQ live chat and quickly shares additional details about the property.
  2. Inside SalesIQ, Patricia comprehends that John is a serious prospect, because she notices that:
    1. John has already browsed seven other similar property pages and has spent more than an hour on the website today alone.
    2. He is a returning visitor who has accessed the website three times before.
    3. John's lead score is also at 500, which means he satisfies the criteria for the business' ideal prospect.
  1. With a single click, Patricia pushes John into Bigin as a new contact, right from the chat window.
Idea
Zylker Real Estate's Problem 1 - Potential leads accessing their website and chats weren’t being duly captured in their CRM - SOLVED!


  1. She also creates a follow-up task in Bigin right from the chat, ensuring the sales team won’t miss the chance to schedule a property viewing.
Idea
Zylker Real Estate's Problem 2 - CRM follow-up tasks weren’t consistently created or tracked - SOLVED!
  1. With this, the full chat transcript and John’s details are saved into Bigin, ensuring that the sales rep who follows up later will have the entire context at hand.
Idea
Zylker Real Estate's Problem 3 - Sales reps lacked visibility into the prospects' past conversations on their CRM - SOLVED!

  1. And the next time John revisits the website, SalesIQ instantly shows his Bigin contact details to the operator, so they know he’s not just another visitor, but an active prospect already in their CRM.
Idea
Zylker Real Estate's Problem 4 - When CRM contacts revisited the website, they weren’t recognized as existing contacts - SOLVED!

The outcome? 

Instead of this chat ending with “I’ll think about it,” John has now become a tracked contact in Bigin with full context, ensuring that future interactions are more personalized, effective and well on the way to a deal closure!


Idea
NOTE: Visitors can be pushed as contacts manually by operators as provided in the above use case, or they can also be pushed automatically (integration settings or even using SalesIQ's Zobot) based on business needs.

Integration highlights that help your business

  1. No lost leads: Push promising chats into Bigin as contacts, automatically or manually.
  2. Context that travels: Chat transcripts move with the contact for seamless follow-ups.
  3. Never miss a follow-up: Create Bigin tasks from SalesIQ during the chat.
  4. Know your visitor instantly: SalesIQ shows Bigin contact details for returning CRM contacts, enabling personalized engagement.
Check out the below video to set up this integration. 



For the complete process, refer to our help guide here.

Do try out the SalesIQ + Bigin Integration for your business and let us know your thoughts. For any questions or assistance, feel free to reach out to our support team at [support@zohosalesiq.com].

Warm regards,
Hameetha
Team Zoho SalesIQ

    • Recent Topics

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • Zoho LandingPage is integrated with Zoho One!

      Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

    • Android app sync problem - multiple devices have same problem

      Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

    • How can i resend a campaign to only one of the recipients on the original campaign

      How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

    • How to show branch instead of org name on invoice template?

      Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • Marketing Automation Requirements Questions

      I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip

    • Zoho CRM for Gmail Extension Not Working in Brave Browser?

      Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

      Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

    • Can a project be cloned?

      Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

    • Timesheet Tasks in Zoho Books: associate to service item

      How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • Task/Activity indicator in SalesPipeline overview has disappeared

      I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

    • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

      As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

    • Zoho Desk Android app update: Table view for All Departments view, custom button

      Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted

    • What's New - December 2025 | Zoho Backstage

      In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across

    • Need code format to specify default values

      Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • A Roundup of Zoho Sprints 2025

    • Sorting Custom Date in API isn't working w pagination limit

      How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

    • SAP Business One(B1) integration is now live in Zoho Flow

      We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

    • Enhancement in Role and Profile mapping of agents in Sandbox

      Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,

    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

    • Decimal places settings for exchange rates

      Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

    • Zoho removed ability to see all Scheduled Reports!

      If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • GCLID and Zoho Bookings

      Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

    • Merge Items

      Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

    • Create PO from an invoice

      We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

    • Blueprint or Validation Rules for Invoices in Zoho Books

      Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • The Social Wall: December 2025

      Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

    • Custom AI solutions with QuickML for Zoho CRM

      Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

    • Helper Functions and DRY principle

      Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

    • Introducing workflow automation for the Products module

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • Next Page