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

    • Marketing Automation List Entry Criteria is no longer an option

      For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone

    • GCLID arrives not in CRM with iframe integrated ZOHO Form

      Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.

    • How to overcome Zoho Deluge's time limit?

      I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

    • Add Webhook Response Module to Zoho Flow

      Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

    • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

      Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

    • Is it possible to edit placeholder text?

      In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting

    • Delay function execute

      I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

    • How to allow download of a file AFTER information is collected?

      I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is

    • Add Baseline methods to API

      There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

    • Fixed Assets beg balance

      Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

    • CRM Deluge how can link attach file with workdrive file.

      Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

    • Feature announcement: AI-powered document generator in Zoho Sign

      Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

    • Permanently deleted files

      Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.

    • Shared Mailbox in iOS app

      Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

    • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

      Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried

    • Revenue Management: #6 Revenue Recognition in Professional Services Industry

      If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project

    • Zoho fsm scheduled maintenance dispatch

      Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,

    • Template modifiactions

      Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the

    • zoho.inventory.getRecords returns no records

      I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection

    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

      We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

    • Feature announcement - Simplifying document creation with Zoho Sign

      Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This

    • Integrating File Attachments in Zoho Flow Email Notifications

      Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger

    • Zoho Mail SMTP IP addresses

      We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

    • Zoho project purchases

      Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • How can I restore all the deleted Time entries of a Task in Zoho Projects

      How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore

    • Is there a way to make an account inactive in ZoHo Desk

      We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.

    • How to set the value of the Phone field importing contacts in Zoho Desk

      Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

      I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

    • How to center a field inside a section?

      I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but

    • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

      Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom

    • Showing the map along with mileage expense

      When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

    • Enable Validation Rule for Multi-Select Picklist Field

      Zoho, Please allow validation rules for multi-select fields.

    • File Upload field not showing in workflow

      Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

    • CRM Custom function updating a module record shows the Super Admin user as the record modifier

      Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

    • Best practice importing items and matching assemblies

      Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

    • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

      Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data

    • Next Page