Zoho Bigin Integration: Connect your Favourite Apps
Customer relationship management is no longer a tool that is reserved only for enterprises. With the rise of user-friendly and affordable CRM solutions, small and mid-sized businesses are increasingly using platforms like Zoho Bigin to organize their sales pipeline, manage customer interactions, and automate daily processes. What makes Bigin particularly powerful is not just its clean pipeline-focused design but the integration ecosystem that allows it to seamlessly connect with other Zoho apps, third-party productivity tools, telephony providers, and hundreds of other applications.
These integrations transform Bigin from a basic pipeline CRM into a powerful hub that streamlines operations, enhances collaboration and ensures businesses deliver excellent customer service. This blog helps you understand the various types of integrations with Zoho Bigin that can help your business grow quickly.
Why Zoho Bigin Integration Matters?
Zoho Bigin simplifies sales pipelines and contact management. However, no business operates with a single tool. From accounting to communication and marketing to the customer platform, a company interacts with multiple software platforms on a daily basis. Integrations bridge the gap by ensuring data flows seamlessly across platforms without duplicates or manual work.
Key Benefits of Zoho Integrations Include:-
- Increased productivity by eliminating repetitive data entry
- Enhanced customer experience across teams and with customers
- Streamlined communication across teams and with customers
- Better decision-making through centralised customer insights
Bigin Integrations with Zoho Apps
Zoho has built an extensive suite of tools that help businesses of every size, like emails, invoicing, support, finance, and even HR. Bigin natively integrates with many Zoho apps, empowering small businesses to create a unified ecosystem.
1. Zoho Desk
By integrating Bigin with Zoho Desk, businesses can connect sales pipelines with customer support. Support agents can access deal histories directly while handling tickets, ensuring they provide personalized engagement. This integration helps sales reps know if a customer has ongoing support requests before pitching upgrades.
2. Zoho Books and Zoho Finance
With Finance tools such as Zoho Books or Invoices, sales representatives can generate and manage invoices directly from Bigin pipelines data. Since payments are synced automatically, manual tracking errors disappear, and businesses get real-time cash flow visibility.
3. Zoho Campaigns
Email marketing is one of the most important for lead nurturing. By integrating Bigin with Zoho Campaigns, companies can sync contact lists and run targeted email campaigns while tracking opens and clicks. The insights can inform sales reps about leads for conversion.
4. Zoho Projects
Integrating Zoho Bigin with Zoho Projects helps users to seamlessly roll deals into project workflows. You can easily manage the phases, tasks, issues, team members, important metrics, and budget linked to a particular project from Bigin.
5. Zoho Analytics
Bigin comes with built-in analytics, but Zoho Analytics helps users take reporting to the next level. By merging sales pipeline data with other business KPIs in Analytics, leaders can generate highly customizable dashboards that drive decision-making and forecast trends effectively.
6. Zoho CRM
You can integrate Zoho CRM with Zoho Bigin to create an instant two-way sync between modules, such as companies or contacts.
7. Zoho Flow
Zoho Flow is an integration and automation platform that connects Bigin to 1000+ cloud-based apps without coding.
8. Zoho Sites
For businesses using Zoho Sites as their website builder, Bigin integration ensures every lead captured through site forms or inquiry flows directly into the CRM pipeline. This bridges the gap between web traffic and sales opportunity management.
9. Zoho FSM
Field service businesses, like repair services or delivery operations, benefit tremendously from integrating Zoho FSM with Bigin. Work Orders can be generated directly from deals, ensuring that field teams have the customer context they need. Similarly, sales teams can check service completion status before upselling or renewals.
10. Zoho Forms
Zoho Forms is a powerful data capture tool. By integrating it with Zoho Bigin, you can push from entries like inquiries, demo requests, or surveys directly into the sales pipeline as leads. Automated workflows can even assign these leads to the right sales representatives.
Zoho Bigin Integration with Third-Party Applications
No CRM works in isolation. Businesses often rely on external tools for collaboration, file storage, customer communication or marketing. Zoho Bigin integrates with many third-party tools, and some are given below:-
1. Google Workspace
With this integration, users can send and receive emails from within Bigin.
2. Microsoft 365
For companies deeply invested in the Microsoft suite, Bigin integrates with Outlook, OneDrive and Teams. This keeps communication aligned and ensures seamless access to documents and calendars.
3. Zapier
Zapier empowers businesses to connect Bigin with thousands of external applications without any coding. Zapier automations can send website leads directly into Bigin, push new deals into project management tools, or sync order data from e-commerce stores.
4. WhatsApp
By integrating WhatsApp with Bigin via APIs, sales teams can send and receive customer messages directly from the CRM. Businesses can leverage WhatsApp integration for automating appointment reminders, confirmations, and follow-ups, ensuring timely engagement.
5. MailChimp
Contacts in Bigin can be synced into Mailchimp mailing lists, enabling targeted campaigns. Also, campaign performance metrics such as opens, clicks, and unsubscribes are sent back to the CRM, giving sales reps actionable insights on which leads are most engaged and ready to convert.
6. Zoom
With this integration, sales representatives can schedule, launch, and track Zoom meetings from within the CRM. You can automatically send meeting details, ensuring each interaction is recorded in the customer’s timeline, making virtual conversations as seamlessly documented as calls or emails.
7. LinkMatch
Prospecting on LinkedIn becomes much easier with LinkMatch integration. Sales representatives can capture LinkedIn profiles directly into Bigin with one click, removing the need for manual data entry.
8. Qualtrics
For companies using Qualtrics for feedback and surveys, the integration with Bigin allows data from responses to flow directly into CRM contact records.
9. Shopify
With this integration, customer information from Shopify orders is automatically imported into Bigin as contacts, enabling sales teams to review purchase history, identify high-value buyers, and plan upselling or cross-selling strategies.
10. QuickBooks Online
QuickBooks Online integrations tightly connect financial data with Bigin’s CRM records. Payment, invoices and balances sync automatically, giving sales representatives immediate visibility into a customer’s billing status.
Also Read:- WhatsApp Widget with Zoho Bigin: Benefit and Integration
Bigin Integrations with Telephony
You can integrate Bigin with 100+ cloud-based telephony vendors from the telephony marketplace and communicate with their customers effortlessly without any hardware.
1. My Operator
Integrate Bigin with MyOperator to enable call tracking, IVR, and CRM data sync for efficient sales team management.
2. RingCentral
Launch, log, and record calls directly from bigin with advanced reporting features.
3. BT Cloud Phone
Cloud-based calling capabilities that allow you to manage inbound and outbound calls seamlessly inside Bigin.
4. Amazon Connect
You can create a scalable contact centre by integrating Amazon’s cloud communication system with Bigin Pipelines.
5. Exotel
Automate call workflows, record conversations, and track customer touchpoints in one centralized place.
Conclusion
Zoho Bigin integrations empower businesses to work smarter by connecting sales pipelines with productivity, communication, accounting, and support applications. Whether it’s syncing with Zoho apps, third-party platforms or advanced telephony systems, the possibilities are endless. By choosing the right integrations, small businesses can build a connected ecosystem to accelerate sales, improve customer engagement, and achieve faster growth.
Looking to integrate your favourite apps with Zoho Bigin?
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