Incomplete extraction of deals based on a single criteria
Hello, Using the query below, I expected to retrieve all the deals in the sandbox But the sandbox tests were inconclusive. I only retrieve the deal installed by default (Zylker), and the other eligible deals I've created are not extracted. Any idea whatIssue concerning the invocation of a webhook in a custom function
Why can't I invoke a webhook in the custom function below?Issue concerning Authorization Request
When I try to create my authorisation request with the url I get this error message Via Postman I have this result However, I'm using the client ID generated when the client was created on the API consoleHow to add a view in a browser link to a Bigin mail template
Hello, Is it possible to add a view in a browser link to an email created in Bigin?How do I update a record on bigin from a webhook configured on the developer console?
Hello, On zoho flow , there are webhook and url poolling triggers that allow you to update a record in bigin. Is there an equivalent on the developer console?Select Team Pipelines during data migration
Greetings, Previously, when migrating data from another CRM to Bigin, pipelines that were migrated from the source CRM would be nested in the default Team Pipeline configuration in Bigin. With this new enhancement, you can select which Team PipelinesUniversal links - Bigin - iOS
Hi everyone! In the most recent update of the iOS(v1.8.4) version of the Bigin mobile app, we have introduced support for Universal links. With 'Universal Links', Bigin offers a seamless and efficient way for you to navigate directly to specific sectionsWhatsApp Marketing Automation via Bigin
LEVEL UP YOUR MARKETING AUTOMATION! Introducing WhatsApp on Bigin by Zoho CRM Cleanomatics Solutions, the fastest emerging partner of Zoho, whose primary focus is on CRM solutions for SME's, has recently launched a unique integration solution to connectBigin's enhancements in December 2023
Dear Bigin users, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin, each of which we'll go over in more detail. IMAP integration enhancement We are excited to announce an enhancement to our IMAP integrationExplore Bigin APIs in Postman
Hello all! We're thrilled to introduce our new Bigin API Postman collection, tailored to make your API testing experience smoother than ever. If you're already familiar with Postman, you know it's a widely used tool in the API ecosystem that providesSet delas as priority in stage of pipeline
Is there way to set a priority stage for a for deal in certain pipeline deals. For example I have pipeline stage for example " client received email deal" and I want to choose some deals that are more important to stay always on first plan for when IMore options for user role configuration and for sharing data
We are currently moving from another CRM to Bigin and to be honest, the role configuration is becoming a bit of a headache for us. There are simply not enough options to configure the roles as needed. Users that are in different roles but on the sameMobil calender | Dark mode for web
Hello! How to set the calendar to start on Monday? When will the calendar be available in the mobile application? Will there be a Dark mode for the web system? ThanksSeparate 'pipeline record' permission for each 'team pipeline'
It would be useful if we could manage 'pipeline record' permission for each 'team pipeline' separately. For example: I want that the user can Create, View, and Edit 'pipeline records' for 'pipeline A', but the same user should be allowed to only CreateCreate email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent. We understand of course that every crm works a bit differently. However, here is why we think this is an important featureIN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD#BiginnersTips | How to avoid duplication in your Bigin account
I'm thrilled to bring you an invaluable tip this month. Data duplication often poses a challenge in CRM tools, impacting accuracy and efficiency. Today's tip is your solution to combat duplication in your Bigin account. Get ready, because here are twoParent Company
I work with a lot of companies that are owned by a Parent Company and would thus like to track the parent company as well as the company itself. Can I set up a field that is called "Parent Company" and have that field allow choices from those companiesLink entries in timeline to activities
Currently the timeline simply shows a list of the different types of activities with the time, date and contact details. However, those entries are not linked to the activities. So for example, you see that a call has been made or email has been sentSearch Functionality within the email Tab
Hi team, I'd like to request a search function to have a search box whenever in the Emails tab of a record in Bigin, so that you could type a search entry and it would show relevant emails that contain that term. Often, we have some records with a largeHave Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able to'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more importantSubsidiary company field
In the company fields there is an option for parent company, which is good. However, when you open the parent company record, you don't see the subsidiary. How can this information be displayed?Checklist task list
Our people often have a checklist of items to cross off when the client hits a certain stage. For example, collating documents during the sales pipeline; a few to-do lists when we onboard them through the delivery pipeline. I want to be able to createNew activity options for workflows
Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency toGet Associated Deals via API
I only have basic skills...and hoping for any help on a problem I can get a Deal record just fine, but it doesn't return any related deals for that record (we have a custom field setup which is a link to another deal) I assume this is what the relatedEnhancements to Users and Roles
Greetings, We're happy to introduce a few minor usability improvements to Bigin's Users and Controls settings. You can now view the count of Active, Inactive, Invited, and Deleted users in the Users tab. The Users tab In the Users tab, the updated userHow to automatically repeat task on specific days?
Hello there, I would like to ask if is it possible to create a task, that will repeat every tuesday and friday? I see only options such as: every day, every week etc. Thanks in advance, Anna[New] Enhancements in Duplicates Cleanup and transferring ownership before deleting users.
Greetings, I hope all of you are doing well. We're delighted to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Duplicates cleanup enhancement The Duplicate Cleanup feature enables users to identify duplicateneed to change deal owner in Zoho Bigin using make.com http request
Hello dear community, I need to change deal owner in Zoho Bigin using make.com http request I used the approach from api docs The first http request module is for authentication and scopes setting - it works fine The second http request module is forImporting contacts and company name not importing
When I am importing contacts the company name is not importing into the contact company field. What am I doing wrong? When mapping the fields the preview shows the compnay name. ThanksEmail Update to Secondary Emails and Company Emails
We need the ability to send emails to secondary emails, in addition to the ability to email both primary and secondary email addresses at the same time! We also need the ability to add emails to companies so that we can email a company instead of a contacti use wrong email account to register bigin soho
i want to change my log-in info, i already purchase something too.Import Contacts - Bigin - Android
Hello everyone! In the most recent Android update of the Bigin mobile app (v1.6.7), we have included support for the Import Contacts feature, to make managing your contacts more convenient than ever. Here's how to make the most of this new functionality:Bigin to sync with Zoho mail
Seems crazy that Bigin will sync to outlook but not Zoho's own mail. Is this in the pipeline?extension to import automatic contact
Does anyone know how I can synchronize my phone calendar automatically?Leads in Bigin
Are there any upcoming plans to incorporate the leads module into Bigin? Currently, we utilize web forms to gather leads and would prefer not to immediately add them as contacts. Instead, we transition these leads into deals upon qualification, ensuringTake our survey and help shape our content!
Hello Bigin users! We believe your feedback is invaluable in helping us serve you better, and we're excited to invite you to participate in our user feedback survey. Please take a few minutes to help us understand your needs and preferences better, socompany fields
there is no info about the company fields and deal fields ( pipeline fields ) and also share the info about all the fieldsBigin is on iOS 17, iPadOS 17, macOS Sonoma
Hello everyone! We're excited to announce that we've integrated Bigin with the best features from Apple's recent software rollouts, and we're here to give you a brief rundown of the latest updates to our iPhone, iPad, and Mac apps. For a more detailedNext Page
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Make collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature letsSplitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associatedIntroducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatBigin-Zoho Projects Integration
We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho ProjectsIntroducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back
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Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatAnnouncing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile versionAnnouncing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
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