Bigin by Zoho CRM
Small-business pipeline CRM API for contacts, companies, deal pipelines, products, tasks, events, calls, notes, tags, and webhooks.
Three ways to use Bigin by Zoho CRM
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Bigin by Zoho CRM.
Add Tags to Record
Apply tags to a record for categorization
Bulk Read Export
Async export of up to 200,000 records per page: create job, poll status, download CSV result
Create Notes
Create notes attached to records via Parent_Id
Create Record Notes
Add notes to a specific record
Create Tags
Create new tags for a module
Delete Attachment
Delete an attachment from a record
Supported triggers
Start a workflow when something happens in Bigin by Zoho CRM.
New Deal in Bigin
Triggers when a new deal (pipeline record) is created in Bigin
New Contact in Bigin
Triggers when a new contact is created in Bigin
Get started automating Bigin by Zoho CRM
Ready-to-use workflows
Prompts using Bigin by Zoho CRM
Bigin pipeline review board with forecast and quota tracking
Run Monday pipeline review on a drag-and-drop board that adds the weighted forecast and quota tracking Bigin does not give you.
Build quotes on your Bigin deals and invoice them in QuickBooks
Open a deal, build a line-item quote from your product list, and turn it into a QuickBooks invoice without retyping a thing.
Bigin follow-up workspace ranked by who is going cold
See your book of business ranked by how long since you last spoke, then log a call, set a task, or send a follow-up email in one place.
Turn Granola meeting notes into Bigin calls, tasks, and stage updates
After every customer call, your Bigin deal updates itself with a written recap, follow-up tasks, and a stage change when the conversation earns it.
Daily Bigin pipeline digest in Slack
Every weekday at 8am, post a pipeline digest to Slack grouped by rep with movers, stalls, and deals closing this month.
Monday morning Bigin deal coaching report by Gmail
Every Monday at 8am, a per-rep coaching digest of your Bigin pipeline lands in Gmail and sends to your sales manager, flagging stalled deals and next-step nudges.
Sync Google Sheets leads into Bigin contacts and deals
Every 30 minutes, new rows from your lead sheet flow into Bigin as contacts (and deals when flagged), then get marked as processed.
Weekday morning Bigin task nudges in Slack
Every weekday at 8am, each teammate gets a personal Slack DM listing their overdue and due-today Bigin tasks so nothing slips through the cracks.