Bigin by Zoho CRM integration

Bigin by Zoho CRM is a lightweight CRM designed for small businesses to manage contacts, companies, deals (pipeline records), tasks, calls, and events. Use Bigin by Zoho CRM from Zoft voice agents, chat agents, workflows and AI employees.

Sign in with OAuth
16 actions
9 triggers

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Starts withNew Call Created
ZoftAgent or workflow decides what happens next
Then in Bigin by Zoho CRMCreate Call
AndCreate Task

Illustrative flow built from Bigin by Zoho CRM’s real triggers and actions.

Zoft + Bigin by Zoho CRM

What Zoft can do with Bigin by Zoho CRM.

01Voice agentsA phone agent can use Bigin by Zoho CRM actions such as Create Call and Create Task during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Bigin by Zoho CRM while it talks to the customer.
03WorkflowsStart a workflow when “New Call Created” happens in Bigin by Zoho CRM, or use Bigin by Zoho CRM as any step on the canvas.
04AI employeesAn AI employee can find and use Bigin by Zoho CRM actions on its own, and ask for your approval before it sends or changes anything important.

Actions 16

Things Zoft can do in Bigin by Zoho CRM.

Create CallCreates a Call Log Entry Record
Create TaskCreates a new Task
Search UserLocate users by email.
Update Taskupdates a Task
Create EventCreates a new event in Bigin
Update EventUpdates an existing event in Bigin
Create CompanyCreates a Company Record
Create ContactCreates a Contact Record
Update CompanyUpdates an existing Company and prepopulates its fields for editing.
Update ContactSelect and update an existing Contact record.

Show all 16

Create PipelineCreates a new pipeline record in Bigin
Update Pipelineupdates a pipeline record in Bigin
Search Company RecordSearches companies by full name (criteria) or word
Search Contact RecordSearches contacts by criteria, email, phone, or word
Search Product RecordSearches products by name/code via criteria or word
Search Pipeline RecordSearches deals by name via criteria or word

Triggers 9

Events in Bigin by Zoho CRM that can start a workflow.

Company UpdatedTriggers when a company record is updated
Contact UpdatedTriggers when a contact is updated
New Call CreatedTriggers when a new call log is created
New Task CreatedTriggers when a new task is created
New Event CreatedTriggers when a new event is created
New Company CreatedTriggers when a new company record is created
New Contact CreatedTriggers when a new contact is created
Pipeline Record UpdatedTriggers when a pipeline record is updated
New Pipeline Record CreatedTriggers when a new pipeline record is created

Setup

Connect Bigin by Zoho CRM in three steps.

01ConnectChoose Bigin by Zoho CRM in Connections and approve access in the Bigin by Zoho CRM sign-in window. Zoft never sees your password.
02Put it to workAdd Bigin by Zoho CRM as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Sales and CRM

FAQ

Bigin by Zoho CRM on Zoft, answered.

What can Zoft do with Bigin by Zoho CRM?

Zoft supports 16 actions and 9 triggers for Bigin by Zoho CRM. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Bigin by Zoho CRM to Zoft?

Choose Bigin by Zoho CRM in Connections and approve access in the Bigin by Zoho CRM sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Bigin by Zoho CRM?

Yes. Once Bigin by Zoho CRM is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Bigin by Zoho CRM without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Bigin by Zoho CRM to work in your operation.