Fuel up your sales with the Zoho SalesIQ + Bigin integration

Fuel up your sales with the Zoho SalesIQ + Bigin integration

Hi everyone!

We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again.



Let's look at an example to understand how this integration can help a business in real-time.

Zylker Real Estate is an agency in Dallas. Most of their visitors use the live chat on the website to enquire about property listings, mortgage assistance, or open house timings. But, while their business is thriving, they are also facing some issues in organizing and nurturing their website prospects.

Problems they faced:

  1. Potential leads accessing their website and chats weren’t being duly captured in their CRM, leading to lost opportunities and conversations that ended without follow-ups.
  2. CRM follow-up tasks weren’t consistently created or tracked, resulting in missed chances to nurture and close deals on time.
  3. Sales reps lacked visibility into the prospects' past conversations on their CRM, causing repeated questions and disjointed customer experiences.
  4. And, when CRM contacts revisited the website, they weren’t recognized as existing contacts, leading to a disconnect and missed opportunities to prioritize and nurture these contacts as valued prospects.

The solution? 

Enter the SalesIQ + Bigin Integration!

The all-new SalesIQ + Bigin integration solves all the above problems, giving businesses exactly what they need to connect engagement with sales.

Customer journey using SalesIQ + Bigin: How does this integration solve the problems faced by Zylker Real Estate?

Let’s look at an everyday business scenario to understand how this integration helps Zylker Real Estate.

A visitor named John lands on Zylker Real Estate's listing webpage for a two-bedroom apartment. He starts a chat with Operator Patricia using the SalesIQ chat widget.
  1. Operator Patricia answers in real-time using the SalesIQ live chat and quickly shares additional details about the property.
  2. Inside SalesIQ, Patricia comprehends that John is a serious prospect, because she notices that:
    1. John has already browsed seven other similar property pages and has spent more than an hour on the website today alone.
    2. He is a returning visitor who has accessed the website three times before.
    3. John's lead score is also at 500, which means he satisfies the criteria for the business' ideal prospect.
  1. With a single click, Patricia pushes John into Bigin as a new contact, right from the chat window.
Idea
Zylker Real Estate's Problem 1 - Potential leads accessing their website and chats weren’t being duly captured in their CRM - SOLVED!


  1. She also creates a follow-up task in Bigin right from the chat, ensuring the sales team won’t miss the chance to schedule a property viewing.
Idea
Zylker Real Estate's Problem 2 - CRM follow-up tasks weren’t consistently created or tracked - SOLVED!
  1. With this, the full chat transcript and John’s details are saved into Bigin, ensuring that the sales rep who follows up later will have the entire context at hand.
Idea
Zylker Real Estate's Problem 3 - Sales reps lacked visibility into the prospects' past conversations on their CRM - SOLVED!

  1. And the next time John revisits the website, SalesIQ instantly shows his Bigin contact details to the operator, so they know he’s not just another visitor, but an active prospect already in their CRM.
Idea
Zylker Real Estate's Problem 4 - When CRM contacts revisited the website, they weren’t recognized as existing contacts - SOLVED!

The outcome? 

Instead of this chat ending with “I’ll think about it,” John has now become a tracked contact in Bigin with full context, ensuring that future interactions are more personalized, effective and well on the way to a deal closure!


Idea
NOTE: Visitors can be pushed as contacts manually by operators as provided in the above use case, or they can also be pushed automatically (integration settings or even using SalesIQ's Zobot) based on business needs.

Integration highlights that help your business

  1. No lost leads: Push promising chats into Bigin as contacts, automatically or manually.
  2. Context that travels: Chat transcripts move with the contact for seamless follow-ups.
  3. Never miss a follow-up: Create Bigin tasks from SalesIQ during the chat.
  4. Know your visitor instantly: SalesIQ shows Bigin contact details for returning CRM contacts, enabling personalized engagement.
Check out the below video to set up this integration. 



For the complete process, refer to our help guide here.

Do try out the SalesIQ + Bigin Integration for your business and let us know your thoughts. For any questions or assistance, feel free to reach out to our support team at [support@zohosalesiq.com].

Warm regards,
Hameetha
Team Zoho SalesIQ

    • Recent Topics

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした

    • Subforms in Stateless Forms

      Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.

    • Custom Function not getting package details when triggered from Workflow Rules.

      I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

    • Billing Preferences per Account

      Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time Entry

    • Time entry preview for custom time entry templates.

      Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview of

    • Able to change project on timelog entries

      Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.

    • Knowledge base: The nitty-gritty of SEO tags

      A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

    • Introducing swipe actions in the Zoho CRM Android app

      Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one

    • Content Security Policy

      Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'

    • Option to select location?

      As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

    • Provide a standard structure to your content using article templates

      Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,

    • How to update custom multi-user field in Zoho Projects?

      I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

    • Accessibility Spotlight Series - 1

      Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

    • Projects Tasks Not Showing Dependencies

      I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking

    • Deprecation of C4 endpoint URLs

      Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating

    • Introducing AWS authentication for connections in Deluge

      Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

    • Timeline Tracking Support for records updates via module import and bulk write api

      Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • ListObjects is recognized by VBA

      Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

      Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

    • Can’t send emails from Zoho CRM after adding a new user — verification codes not received

      Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directly

    • CRM for email in Outlook: how to ignore addresses?

      We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

    • Scheduling Calls in CommandCenter / Blueprints

      I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

    • Quickly send emails and sync conversations with custom email addresses in CRM

      Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

    • Zoho製品と生成AIツールの活用について

      いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

    • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

      Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

    • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

      I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

    • Send WhatsApp voice messages from Bigin

      Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

    • Microsoft Teams now available as an online meeting provider

      Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

    • I want to subscribe 1 professional user but the email only 250 per day?

      When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How do you map a user picklist field to another user picklist field.

      In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

    • Explore Competitive 3D Scanner Prices at Protomont Technologies

      The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

    • New and improved API resources for Zoho Sign Developers

      Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

    • Project Approval Process Workflow

      Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

    • Marketing Tip #5: Improve store speed with optimized images

      Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

    • Why can I not choose Unearned Revenue as an account on items?

      Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

    • Next Page