In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all within messaging apps. Many micro/small businesses conduct their entire operations through platforms like WhatsApp or Facebook, including marketing, sales, and support.
As Bigin continues to evolve as a customer operations solution, it's crucial to adopt seamless integrations with messaging apps. To address this, Bigin has a module called Messages which enables businesses to integrate their messaging channels into Bigin, facilitating easier and more effective customer interactions.
Prerequisites
To integrate WhatsApp with Bigin, you need the following:
A Facebook Business Manager account
A verified business
A WhatsApp Business account
A registered phone number to access the WhatsApp Business API
Note: Zoho cannot verify Facebook and WhatsApp accounts, so you must do it manually.
Integrating WhatsApp into Bigin
Go to Setup > Channels > Messages and click Connect Now to initiate the integration.
Provide the necessary details for Facebook authentication.
Once you save these details, you'll be redirected to the WhatsApp Business page and a new module will be added to your Bigin account—namely, Messages.
Permissions
Bigin provides two types of user permissions:
View and reply to messages: Users can both view messages and reply to them.
View: Users can only view received messages
Messaging window features
After integrating with WhatsApp, you'll have access to the Messages module. All the messages the business receives can be viewed here. There are two types of chat views available: All chats and My chats. Apart from that, you can perform certain actions, such as the following:
Assign owners
Create records
Check related views in Contacts, Companies, and Pipelines modules
Apply filters
Track message status
Check new message counter
Perform quick actions
Create pipelines and add notes
Send quick replies
Credits
The costs of WhatsApp messages vary by region. Customers will be charged for outgoing messages using Zoho IM credits. One credit is equivalent to $2 USD, and with 40 credits ($80 USD), you can send 10,000 outgoing messages. Please check this link for pricing details.
You can also opt of auto-recharge, whereby credits are automatically recharged when the current number of credits reaches a certain minimum threshold.
That's all for this enhancement! To learn more about Bigin's WhatsApp Integration, access the help link.
Release plan
In the future, we will encompass WhatsApp templates, messages initiated by businesses, and the automation of WhatsApp messaging using workflows.
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
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
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
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
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
I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable
Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability
WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim
Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who
I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes
Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.
Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.
I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In
Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal
Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.
With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way
New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability
Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas
Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiring
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know
Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meet
I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +