Zoho CRM integration with Zoho Bigin
I am looking to add a contract sale person who is not very technology comfortable. I was hoping to let him use Bigin for his activities on the smart phone as it is more direct-to-sales. I found the integration with Zoho Contacts but not with CRM. Is this coming in the next few months? I don't want to create info silos. Ken
Integrating Zoho Books with Zoho Bigin vice versa
Hi all, I'm using Zoho Books for financial administration, invoicing, estimates, etc. I'd like to use Zoho Bigin as a light CRM solution for my small company. For obvious reasons, I want to integrate Books and Bigin with each other. Does anyone know if
Bigin Integration with Other Zoho One Apps
Are there plans to integrate Bigin with other Zoho One Apps. The apps I'm most curious about are: Zoho Meetings Zoho Bookings Zoho Campaigns Zoho Invoices I've been using Zoho CRM but prefer the simplicity of Bigin. Hope integrations will be available
Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on
Why are Products not part of Contact and Company
Hi In a previous post I mentioned something similar in which I see there's no answer. Still don't understand why we have product option in the bigin crm if you don't have it connected to the contact and company. I say this because if I am in a contact
Bigin + Zoho Projects integration
Has anyone successfully integrated Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on the
Can i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad
Offline Access to App
Hello, i started to use Bigin and was wondering if it is possible to access the mobile app without being connected to the internet? I am working in hospitals, where I often have no connection inside and can not load the app.. which makes it pretty much
Integration with Zoho sign to finalise a deal?
Hey team Looks like an interesting new product. What is the proposed workflow for closing a deal that includes sending a contract to a client from Bigin using Zoho Sign?
Bigin - API and/or White labeling available?
Hi, looks like Bigin could be an promising entry product for our customers. Is there (or will be) an API available for Bigin? Can we white label the solution? Regards Gunnar
Seamless.AI
I know that Seamless.AI works with ZOHO CRM. Will Bigin import this data automatically as well? Thanks
can change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?
how to add a button on bigin template email editor
Hi Is there a way to add a button on bigin template email editor ? By using table component, I obtain this kind of result, Not very user friendly
Can you associate an existing contact to multiple companies?
We are a HOA. People own multiple properties. I want to associate Homeowner A with two different addresses as Related Company 1 and Related Company 2. I cannot for the life of me figure this out. CB
Associate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
Canvas Builder
Hello, is it planned to enable the canvas builder for Bigin and the mobile app too in the future? Regards
Associate email to deal and multiple contacts to deals
Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that we
Sync multiple email accounts?
Is there any way to connect more than one email account to BigIn to sync emails in? Seems like a pretty common use case for people who run multiple businesses or have two separate email accounts used for work e.g. on different variations of the domain
in contact and company the option all emails not showing the emails
Hi I notice when we want to see all the emails for all contacts it does not show up. This happens to option tab contacts and company. If you want to see the emails and you have for example 5 contacts you have to choose one by one.
how to integrate zoho bigin to wordpress website ?
hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?
OAuth and Modern Authentication
We are trialing Bigin and our team likes the feature set. However the Email integration requires IMAP or POP, which is currently disabled in our environment for security reasons. Is there a roadmap where OAuth will be enabled for Bigin? We don't want
Office 365 Email Integration - MFA and Basic Authentication
Hello, We are attempting to set up Bigin to use the email integration with Office 365 using IMAP. We are trying to change our Office 365 settings to allow for basic authentication, and wanted to know if anyone has successfully integrated Bigin with Office
Save Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?
Mass Emails in BIGIN - BCC rather than TO?
When I choose multiple contacts and try to send mass emails, each contact's email shows up in the "To" field. I do not want my contacts to see each other's emails. Is there any way to put these email addresses in a BCC field instead? Or not show the list
How can I add images to contacts in Zoho Begin
I'd like to add a profile picture to each of the contacts in the CRM.. How can I do this? I can't see any options in the custom fields for images.
Facebook & Google Ads integration, whatsapp API integration and Zoho Calendar integration
1) I have purchased Zoho Workplace, but am worried that what ever event and call I am creating in the Zoho bigin is not getting synchronized with my zoho workplace calendar. Also am worried that you are giving free integration with Google calendar and
Not sure on how to integrate Bigin with Zoho Books/Inventory
Right now, our company have established the process regarding Zoho Books/Inventory. We send quotations, then create sales orders, after that we divide the process into invoicing and packages, the process finalizes when the invoice is paid and the goods
Zoho Bigin MFA
Hello, I am looking into this application and was wondering if it was possible to enforce an MFA method on all users I invite to my Bigin CRM? Thanks, Jordan
Calculate Margin for Deals
I would like to ask if is there any way to calculate margin for Deals? I have a custom füled in products "Buying Price". In paper it is very easy to calculate: =SUM for all Products ((Product Price-Buying Price) x Quantity) But in practice i can not find
Create 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 feature
Deals & activities
Hi there, Out team works by creating and completing activities along the day that help deals go through the sales pipeline until it is won or lost. We need to clearly see when a deal has no activity in the Deals View panel, as this indicates that no advance
Automatic reminder for contacting lead
I want to add a company/contact, hit them up with a cold email and then have an automatic '2 week followup reminder' generated. Is this possible? If so, I'd also like to do a '1 month followup' and then a '1 year followup.' Can I do something like this
How do I add multiple contacts in a deal
How do I add multiple contacts in a deal
duplicates
I have not found a way to search for duplicates in contacts (drop Down menus) - not sure what filters to select Can you give me more specific options? Thanks, MCK
Does Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM?
I have a question regarding Zoho Bigin. Specifically, I would like to know if Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM. If not, I am curious if Zoho Bigin has plans to add this feature in the future. Thank you for your
Why Does Bigin Limit Field Mapping in Google Sync?
There are three areas where Bigin doesn't allow field mapping in Google: Email, Mobile, and Street Address. You can ONLY map the Google fields labeled Work Email, Work Mobile, and Work Street Address. Why? Many of my Google Contacts are vendors and business
Bigin email integration
Hi, My company and i have recently settled on using Bigin as our CRM/Pipeline system. We have a challenge however, where we would like to integrate our emails, in the following way; When an email is send/recieved in Outlook, from/to an email that is
Delete Bigin Account
Hello! Because of the miscommunication, my colleague has created an extra Bigin account. I have created one too and upgraded it. Now I can't add this said college into 'my' Bigin as a user: "Email associated with an existing user." None of us can find a place he can delete his account (as it's very easily managed with other Zoho apps) or do anything about it to be able to add him as a user. I know we can use some other email but I hope there is some easy and logical way to cope with it besides multiplying
Pipeline Deal with secondary contact field
Hi I created a field with "secondary contact" to have the option to use as another associate contact to the deal pipeline. It works perfectly with the option to choose varios contactos to the deal and stays the contact registered to to the deal showing
Different fields for different contact types
My business has three types of contacts. We need to store different data for the contact depending on what type of contact it is. Is there a way to create custom fields that apply only to certain "types" of contacts (with the type defined by a tag or
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