Connect Zoho Bigin and your agent reads your contacts and deals, logs new leads, and keeps your pipeline moving. Your CRM stays current while you do the work that matters.
When a lead arrives, add it and schedule the first follow-up.
Passionfruit
APP
9:19 AM
Done. A new lead came in, so I added it to your pipeline and scheduled the first follow-up, with the source and contact details filled in so it's ready to work.
Zaria
9:24 AM
Perfect.
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pipeline
Marcus
8:31 AM
Each Friday, tell me which deals stalled this week.
Huckle
APP
8:32 AM
Here's what stalled this week: 3 deals with no movement. I ranked them by value and added a note on where each one paused, so you know what to chase first.
Marcus
8:38 AM
On it.
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onboarding
Eldar
9:00 AM
Move deals that closed into the onboarding flow and notify me.
Chester
APP
9:02 AM
A deal just closed, so I moved it into the onboarding flow and notified you, with the account details attached so the handoff is clean.
Eldar
9:05 AM
Nice.
Live in three steps
No integration project. Connect in under a minute and your agent is working.
01
Find
Pick the integration from your agent's list, or just ask the agent to connect it.
02
Approve
Confirm the access. Change what's granted anytime.
