Introducing the Integration of Zoho CRM and Bigin for a two-way data sync

Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently.

To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronize all the new and modified records from CRM to Bigin and vice versa. It helps you keep your data up-to-date in both the applications. So while you continue to use Zoho CRM for all business processes, your sales teams can access Bigin to focus on their sales pipelines.

During the configuration, you will be required to select one CRM list view from each module to synchronize the data from it. For example the All Open Deals or the All Active Products list view in CRM. The standard fields will be mapped and you can additionally map the other custom fields. The following modules will be synchronized between your Bigin and Zoho CRM accounts:

Bigin	Zoho CRM
Contacts & Companies	Contacts & Accounts
Deals & Products	Deals & Products
Activities	Activities
Notes	Notes

Ideally, you will add a user to both Bigin and CRM accounts so that after synchronization, the records are assigned to the same owner. If the user is not present in one of the applications, the new records that are synchronized will be assigned to the user who sets up the integration.

For more information on this integration, please go through the help document.

Do try this feature and leave us a comment below.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
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 great
Announcing #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 Templates
Introducing 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 version
Announcing #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