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

    • How to add a filter

      Hi Team, How can I set a filter like excel, instead of adding a new button.

    • A POS solution to complete the business solution for SME businesses

      For such a long time one aspect of SME business completely ignored has been a suitable POS solution native to Zoho and integrated with all the usual and necessary applications such as Inventory, Books, Commerce and CRM. The first and generally only option

    • Introducing SlyteUI : From Idea to a Working Interface in Minutes

      Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

    • Zoho Form not synching with Zoho CRM in CRM email template

      I have in the past successfully created an email template that has access to a Zoho Form in the url link to Forms in the email template. I am in the Contact Module of the CRM and I have created a Form for contacts and mapped the two. I am using the upsert

    • Using Zoho CRM to manage NBI Clearance applicants – need workflow advice

      Hi everyone, I’m currently helping manage applications related to NBI Clearance services (appointments, document tracking, and status updates). Right now, everything is being handled manually and it’s getting confusing when multiple applicants are involved.

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Schedule Timeout 5 minutes vs. stated 15 minutes

      I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

    • Coupon Codes and Cancelling Subscriptions

      We have two Zoho One organizations, one we use for dev/testing. In Zoho Billing when we cancel a subscription, we are getting two different behaviors with regards to coupons. In one environment, the coupon is removed upon cancellation. In the other, the

    • Zoho Books | Product updates | April 2026

      Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly

    • Journal Entries Do Not Show Multiple Entries to the Same Account

      Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially

    • Bulk Writer Export

      Pardon me if this has already been discussed (I can't find anything about it in these forums and my last attempt to start a thread seems to have failed). Is it possible to export more than one document at once? I would be really great to be able to burn OpenOffice.Org files of all my Zoho documents once a month to a CDR. If that feature is available/were created, this would be my main word processor. Without being able to do my own bulk backups I'm leery to count on Zoho's servers (which are robust

    • Sites API

      Is there a Sites API and if so where can we find documentation

    • Extracting phone number from variable

      Hi. I've created a flow between Calendly and Zoho CRM. So when someone schedules a meeting in Calendly, there is a lead created in Zoho CRM. However, I am not able to fill in the phone number field in Zoho CRM, because the phone number is included in

    • I can't fetch Calendly Fields

      Hello, I have set up a flow to connect Calendly with Zoho CRM, A few days ago I have mentioned that I should update the Calendly app connection and I have done, After Calendly has been updated I have some issues such as Event location missing I can map

    • Edit a previous reconciliation

      I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

    • FSM- are we getting there

      We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multiple

    • Canvas and calendar

      Is it possible to have a canvas view that shows say a contacts details with the meetings calendar on the same page?

    • What's new in Zoho Social - Q1 recap

      Hello everyone, We’ve rolled out a bunch of updates in Q1, and we’re excited to walk you through them. To help you explore these features in detail, we’re hosting a Q1 recap webinar where we’ll show you how to make the most of each update. Q1 recap webinar

    • Ignore Auto Sales Order number generation not working

      Hi, My Flow has broken and I'm no longer able to use the Ignore auto number generation function and instead use the field that came from the trigger (via Jotform) when creating a new Sales Order in Books. Any suggestions how to fix this?

    • Split Bills/Expsense between multiple projects and/or clients

      I need to be able to split vendor invoices/ expenses between multiple clients. Entering the bill multiple times is not only time consuming, it defeats the purpose of having a unquie identifity bill number and will allow for possible duplicated entry.  Below is an example from Quickbooks Desktop. Splitting costs over various projects is a common job costing function that I am very sad and surprised is not an option in Zoho Books. Unless I am missing it somewhere? Thanks for your help!

    • Vendor bills cannot be assigned to a customer or a customer project?

      I'm confused on how to handle outsourced contractor expenses on a customer project.  Between my business and the contractor, the invoice they send me fits obviously into Zoho Books as a Bill. However, I need to be able record those expenses to the client

    • Anyone using Books to track Project Profitability? If so, I could use some guidance

      Hello Zoho Community. I am a recent subscriber to Zoho, and its part of an ongoing evaluation.  My company (and my clients) have extensive project-tracking needs.  The Projects module seems to be good from a project management standpoint, but I am perplexed

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Problem in usage zoho

      Difficulty to submit the from in my training to handle ticket on your free trial

    • Automation Series: Assign Subsequent Task Owner on Completion

      When a project progresses, tasks get piled up over time. As new tasks are created, tracking ownership and assigning them can become time consuming. In a pharmaceutical manufacturing unit, the procurement phase involves a set of tasks such as raw material

    • In-House, Non-Billable Projects

      I use Zoho Projects solely for in-house projects with fixed cost budgets.  Only bills and expenses need to be charged against the budget.  There are no customers to be billed or invoices to be created. How can such a non-billable project be set up?   As

    • [Webinar] What's New in Zoho Analytics: Q1, 2026

      To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data connectors,

    • Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!

      Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically

    • Workflows being applied and the Large unwanted popup

      When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?

    • Users I've shared the sheet with cannot use the Custom Functions

      Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,

    • Limiting the form - Zoho People

      Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. An

    • Zoho Analytics: Clarification on Email Schedule Limits in Basic Plan

      Hi Team, I have a question regarding the email scheduling limits in the Zoho Analytics Basic Plan. The plan shows that I can create 4 email schedules. However, I understand that schedule consumption is calculated based on recipients (i.e., 1 schedule

    • Standardize your booking forms with Centralized Customer Form

      We’re excited to introduce Centralized Customer Form, a new way to manage and standardize how customer information is collected across your event types. With this feature, you can define a common set of booking form fields once and apply them across your

    • Zoho Creator In-App Notification

      Hi Team, I have implemented an in-app notification using code, as it required some customization. I followed the example in the link below: https://www.zoho.com/deluge/help/pushnotify-using-deluge.html#Example I have a couple of questions regarding this

    • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

      Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

    • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

      Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • Unable to Log In to FSM Mobile App

      Hello FSM Team, We are encountering an issue when logging in to the FSM mobile app. When entering the user email, the system shows the error: “This account does not exist.” However, the same user is able to log in successfully via web (fsm.zoho.com).

    • Clarification on “Change Owner” vs Dispatcher Role in Work Orders

      Hi Mr. Abid, Good day! We would like to understand the purpose and correct usage of the “Change Owner” option in the Work Order module. As we noticed, there is an option to Change Owner in the Work Order. At the same time, there is also a separate field/role

    • Next Page