[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines

[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines

Hello Everyone!

Recently we've rolled out early access for Team Pipelines - Bigin's next major leap to transform and unify customer operations for small businesses. One constant feedback we've received from our early adopters is that once a record reaches a certain stage in a Team Pipeline, they want a new record to be created in another Team Pipeline with the information carried over from the previous pipeline. To address this we're introducing Connected Pipelines - a new feature that automates this seamless transfer of records from one pipeline to another.
 
How can Connected Pipelines help your business?

Let's take an example of an Interior Design Firm - Zylker Interiors that caters interior workspace for office spaces. They have setup 3 different Team Pipelines in Bigin.
 
Sales Pipeline
Production Pipeline
Installation Pipeline
Zylker's sales team uses this pipeline to engage with prospects looking for office interiors and converts them into customers.
Once a new customer is onboard, Zylker's factory unit uses this pipeline to manage production orders for the customer.
After a production order is completed, shipment to the customer's site and subsequent installation process is managed in this pipeline.
 
 In Zylker's case, whenever the sales team closes a deal in the Sales Pipeline, it would be ideal if a new order is instantly created in the Production Pipeline. Also once the order has been completed in the Production Pipeline it would be great to create a corresponding Installation Request automatically in the Installation Pipeline.
 
Connected Pipelines can help you automate this whole process thereby eliminating manual work and errors associated with human intervention.


How does this work?
 
To achieve Connected Pipelines, we're introducing a new Action in Workflows - 'Create Connected Records'.




 
1. With this update, you can setup a Workflow that is triggered whenever a Deal's stage is modified. You can specify the exact Stage in the Conditions section.
 
2. Under the Actions section you can click the 'Create Connected Records' action and choose the next Team Pipeline in your business process. In Zylker's Case, it will be the Production pipeline after a deal is closed in the Sales pipeline.
 
3. In the Create a Connected Record screen that pops-up, you can map the fields between the two pipelines so that the information in the deal record is properly carried over to the order record when it reaches the Production pipeline.
 
From now on, whenever the sales team closes a deal in the Sales Pipeline, a new order is automatically created in the Production pipeline instantly. This takes out manual effort and saves time as the next step in the customer's journey will be instantly started once a team completes the previous step.
 
Not just that, now when a sales person opens a deal record that has triggered the Workflow to create a new order, they can see the Order record too under the Connected Records tab. This lets the sales person keep track of the order status as well. This way, Connected Pipelines keeps your teams together with the information loop connected across Team Pipelines. 
 


Availability
 
If you're already using the Team Pipelines version of Bigin, then Connected Pipelines will be already available for you. You can verify this by checking if you can see 'Create Connected Records' action when you create a Workflow.
We've published a detailed help guide for you to get started with Connected Pipelines.
Do try this new enhancement and let us know your feedback as comments below this announcement.
 
For those who are yet to try Team Pipelines, we would suggest you to fill in this form and we'll enable Team Pipelines for your account. We suggest you to switch to Team Pipelines sooner as we gear up for the general rollout of the same to all Bigin users.
 
What else are we working on?
 
We've been actively listening to your feature requests and are working on a bunch of enhancements including Whatsapp integration, Calendar View for Activities, Online Booking Pages, Web forms for Team Pipelines and more.
 
Stay tuned for further updates!
 
Thanks,
Guru | Product Manager | Bigin


    • Recent Topics

    • Add "Lead Image" in Bulk?

      Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the

    • Client script: Can not choose a date field for an onChange field event

      Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus

    • Can multiple agents be assigned to one ticket on purpose?

      Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

    • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

      Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

    • how can I hide this Module?

      Hi everyone, newbie question. how can I hide the "Sales Order" column? when I try I get this message: https://imghostr.com/86395c_p7j

    • UI Arabic

      can i change the member portal UI to arabic in zoho community?

    • Domain verification is in progress... (How long do I need to wait?)

      Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

    • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

      Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

    • How to display profile picture for distribution list?

      I am Admin of a Zoho Mail server and we have distribution lists along with user accounts. I am able to set Profile picture for the users and it shows when the email is sent to another companies. The members of the groups can also send email from those

    • Mail Search Not Working

      Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

    • Password should not contain sequential characters

      How can I avoid this? How do I even disable it. On my password policy page, it's all blank, so I don't know why I'm even getting this error now.

    • Same phone number for more than one account.

      Hi there, I am a webdeveloper specialising in providing websites, webhosting and email solutions for my customers. I have signed up a number of my customers to Zoho Mail in the past, and a couple of these have grown into a paid package for Zoho CRM. As

    • Is there a live chat for Zoho mail?

      I am having a problem in Zoho mail and would love to live chat with someone instead of email and wait for a response. Is there a function for this? I know there is in CRM but I can't seem to find it in mail... Thank you!

    • Integrating Zoho Desk Instances from two separate organizations

      Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by

    • Why does incoming mail inconsistently bounce back from Zoho mail

      On testing our user accounts, we are having problems where mail sent to zoho mail bounces back with errors message that 'relay access denied'. On testing from various accounts (including outlook, gmail and yahoo) mail seems to get through on some occasions

    • Zoho email setup in office365

      When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

    • JunkMail rejected

      Hello, we are facing problems sending mails. The IP has been blacklisted. Please, fix it as soon as possible. JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17291 is in an RBL on rbl.websitewelcome.com, see Blocked - see http://www.spa

    • My emails going to spam folder for hotmail or outlook

      My emails (not spam mails) are going into the spam folder for my customers using hotmail. Gmail and Yahoo users are receiving the emails in their inbox. can you please solve this problem. I read few articles but coudnt find any solution to it. I am testing it by sending a simple text email no pictures nothing at all still it is filtering my emails as spam. Please help I am really loosing time and clients due to this. Thanks

    • Capture hotkeys inside the remote session and allow file exchange via clipboard

      Hi guys, assist is a really good app, and to become great it would be nice to have some features other vendors have in place and we take them for granted. For example, ScreenConnect, TeamViewer and others allow you to send hotkeys via the remote connection,

    • Self Client Authorization Issue

      Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

    • Mass pdfs into OCR field

      I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?

    • Cannot fetch url with custom extension (sigma - javascript)

      Hello i try to make my first extension with API request, i have two cases 1) this a deluge code attach to a button --> this one works very well response = invokeurl [ url :"my_api_fetch_url" type :GET headers:{"api_key":"myapikey","accept":"application/json","content-type":"application/json"}

    • how to upload the picture and document

      i want to upload the picture and document,would you please told how to upload them?could you told it for each step?

    • Forgot my email management account

      Hello, I am the administrator of ihomemix.com. I can’t remember which email address I used to register the account and then opened the email service for ihomemix. I can’t see the subscription period of my email function when I log in with this account.

    • Add customer to account based on domain name.

      I generate reports based on a the account field, i.e. companyX.  In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates a ticket from @companyx.com, for them to be automatically added to the companyx account would be a huge advantage.  As it stands right now, I have to remember to add them to the account manually.  Often I forget and when generating a report for

    • Facilitate business processes by mandating Kiosks in your Blueprint's transition settings

      Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRM

    • Response Violation - Zoho Desk

      Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.

    • I need help in setting up a script that works for my calling service

      Please i need your guidance and expertise in how to go about a particular scripting. You see, we are a call service that assists companies to receive calls for them, i need to create a system in my Zoho CRM whereby i will receive call from my already

    • Zoho CRM Customer Portal Pricing Question

      Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom

    • How to display Motivator components in Zoho CRM home page ?

      Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

    • Zoho developer edition does not work for us

      Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms

    • is zoho CRM down today ?

      Is zoho CRM down today ?

    • Export email adresses to email service provider (mailchimp or other)

      Hello, Is there a way to export a list of email adresses from a search in my Zoho Creator forms to an external email service (gmail, yahoo...) and initiate at the same time an email message that I will fill and send myself ? And what about Mailchimp,

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Problem viewing document imported from google drive.

      Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

    • Launch Blueprint or Workflow Automation via Zoho Dataprep Import

      Greetings All, I'm curious - Is it possible to trigger a Blueprint or Workflow via Data Prep import? Thanks in Advance

    • Cross module filtering is now supported in CRM

      Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access

    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

    • your phone line in the uk doesnt work i need help now

      i need to speak with customer service urgently

    • Bulk Delete Customer Contacts.

      Due to a config issue on my end (my fault), I have ALL contacts from CRM imported as contacts in Books. Some clients have 30+ contacts. Is there a funky way to bulk delete? Each contact has three clicks and a scroll to delete them.

    • Next Page