In the latest version of the Bigin Mobile app, we have brought in support for 'Email-In' feature.

In the latest version of the Bigin Mobile app, we have brought in support for 'Email-In' feature.

Hello,

In the latest version of the Bigin Android mobile app (v1.4.13) and Bigin iOS mobile app (v.1.5.2), we have brought in support for Email-In feature.

 

The records in the Pipeline module (Deals) are the actual work for a user in Bigin. However, right now the record are created manually in the Pipelines module.There is no way to automatically create a record in the pipeline, when a new email is received or through a webform submission.

 

Email-In solves the above case by auto-creating records in the pipeline, whenever a new email is received.

 

This is similar to the 'Support Alias' feature in Desk where tickets are automatically created whenever a new email is received to the support email address of each department.

 

Record creation & mapping:

  • A Deal record is created based on the email subject with the subject details mapped in the deal record name.

  • A Contact record will be created based on the email 'From' address and from address details mapped in contact record name of the deal.


Email-In can be added as a topping in web and individual email aliases can be added to individual pipelines.

Normal Deal creation (vs) Email-In Deal creation:


 

 

 

Conversation Tab:

Conversation tab contains both comments and emails.

Add Comment:
Comments can be added and posted via 'Add Comment' option. The comments section supports the below features as well.

  1. Rich text editor

  2. Attachments

  3. '@'mentions

Respond to Email:
With the below options supported user can respond to an email

  1. Reply

  2. Reply all

  3. Forward



You can update the app using the link given below:

 

Bigin app for iOS

 

Please do try out the app and share your feedback in the comments section.


Regards,
Roshan S

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方