7 ways to integrate Bigin with other applications using Zoho Flow
- Last Updated : July 1, 2024
- 577 Views
- 5 Min Read
CRM is an undeniably important tool for any business to handle and manage its data. It also provides a sense of control over your data, letting you stay up to date with your business while analyzing and deriving insights, as well as acting as a centralized sales and marketing tool for your business.
While Zoho CRM is a comprehensive tool that offers many features and complex data management abilities for enterprise-level businesses, Bigin is tailor-made for small and micro businesses.
Bigin by Zoho CRM also provides users with features like contact management, deal management, pipeline visualization, basic reporting, and more, but without features like advanced customization or analytics, which aren't useful for smaller businesses.
This makes Bigin a simple and cost-effective solution for small businesses, saving you money and avoiding the complexities involved with a comprehensive CRM platform like Zoho CRM. However, just like any other cloud application today, integrating Bigin with your other apps can be highly useful for your business.
Why you should integrate Bigin
Most businesses today use multiple cloud applications, and it's increasingly necessary to ensure a seamless flow of data between your cloud apps to improve data accessibility and eliminate data silos. Especially when it comes to an application like Bigin, which controls a large part of a business's sales and marketing data, integration with other applications is indispensable.
That's where an integration platform like Zoho Flow comes in. Flow allows you to integrate your cloud and on-premises applications with other apps, helping you create automated and customized workflows for your specific requirements.
By using Zoho Flow to integrate Bigin with other apps, you're able to move data across multiple applications, like your finance, inventory, or appointment scheduling apps, ensuring that they're all working together consistently. Here are a few instances where integrating Bigin with your other apps can be useful.
Add form entries as contacts in Bigin
It's important to ensure that all your lead information is a part of your CRM tool. Since Bigin is the perfect CRM for small businesses, integrating it with form builder applications like Zoho Forms can be beneficial, as forms are still considered one of the most efficient means of collecting lead information.
This integration ensures that all your lead information is automatically and instantly updated in your CRM every time a person fills out a form. This can save you a lot of time and effort and ensures that your lead data is consistently updated.
Add e-commerce customers as Bigin leads
Similar to forms, another important platform for businesses to collect lead information or convert leads into paying customers is your e-commerce platform. E-commerce platforms like Shopify help you understand the stages your customers go through. Whether they've just signed up, added an item to their cart, or are paying customers, Shopify can help you see that information instantly.
But this will only be useful if you can market to your audience accordingly, and this is where a CRM platform like Bigin comes in. Integrating Bigin with Shopify can ensure that all lead information from Shopify is automatically updated in Bigin, helping you keep your CRM data up to date.
Add Bigin contacts to specified mailing lists
While it's important to ensure that all your lead information is updated in Bigin, you also need to take care of the proceeding steps, which help you convert these leads into customers. Since email marketing is a very cost-efficient and effective method for generating leads, businesses of any size can benefit from focusing on it.
Email marketing allows businesses to create personalized content to cater to specific demographics, helping you tailor your campaigns based on your audience. By integrating email marketing campaign platforms like MailChimp with Bigin, you're able to add people to specific mailing lists based on form responses or e-commerce site behavior.
Notify team members when a new contact is created in Bigin
CRM platforms like Bigin are often used by numerous people across an organization. This means there will be different updates from different people at various stages, and it's important to stay informed of what's going on in your organization.
To make that happen more easily and instantly, all you need to do is integrate Bigin with messaging applications like Zoho Cliq or Slack. This way, every time a new contact has been created in Bigin or the details of an existing contact is updated, you instantly receive a message on Cliq or Slack.
Create invoices as soon as a deal is complete
Whenever a sale is completed, you need to quickly create and send out the invoice. Since Bigin serves as a central source of data for the sales and marketing requirements of small businesses, integrating Bigin with invoice applications can be helpful.
Once a sale is marked as done in your Bigin account, this integration will automatically initiate the creation of an invoice through applications like Zoho Invoice, saving you the time of creating an invoice manually and ensuring that no sale goes unrecorded.
Create a deal in Bigin when a document is signed
Irrespective of the size of your business, completing deals requires you to sign documents. Since all the information about every deal your business is working on should be entered into your CRM, in the case of small businesses, integrating Bigin with digital signature platforms like Zoho Sign can be helpful.
By integrating Zoho Sign with Bigin, every time a new deal is signed through Zoho Sign, the status of the deal will be updated in Bigin, keeping the records related to your deals consistently updated.
Create appointments for Bigin events through Zoho Bookings
Since Bigin is the centralized marketing and sales platform for your small business, having all your appointment-related information updated will help your team keep track of any important events related to your customers.
By integrating Bigin with appointment scheduling applications like Zoho Bookings, every time an appointment or an event is scheduled through Bookings, the details of the event will automatically be updated in Bigin.
Bigin is the go-to CRM solution for small businesses, and having it integrated with other important applications using Zoho Flow can help you operate more efficiently.
While these are only a few use cases where integrating Bigin with other applications using Zoho Flow can be effective, the possibilities of integrating with Bigin are unlimited.
Sign up with Zoho Flow today and start integrating Bigin with your favorite applications!
SoorajContent writer for Zoho Flow. Ardent fan of sports and movies.
