Zoho Bigin CRM Integration with The VoIP Shop
Bring your phone system and Zoho Bigin together to simplify how your sales and support teams handle customer conversations. See contact details as calls come in, keep call records up to date automatically, capture AI-generated transcripts and notes, and manage callbacks without leaving Zoho Bigin.
Give your team a clearer view of every customer interaction while reducing manual admin and helping them get more done.
Connect Zoho Bigin to The VoIP Shop today to improve collaboration, speed up response times, and support stronger customer relationships.
Key Features of Zoho Bigin CRM Integration
The VoIP Shop's Zoho Bigin integration brings communication tools directly into the CRM your team already uses. From instant caller
pop-ups and automatic call logging to AI-powered transcription, everything is designed to keep customer conversations organised and reduce time spent on repetitive tasks.
AI Call Transcription
Every conversation can be transcribed automatically and stored within Zoho Bigin, giving the team instant visibility of what was discussed and cutting down on manual note-taking.
Automatic Call Logging
Call activity and details are recorded directly against the relevant customer record in Zoho Bigin without manual entry.
Call Control
Answer, transfer, hold, and mute calls directly from the pop-up notification, where the connected telephony platform supports it.
Hotkey Dial from CRM
Dial numbers using configurable keyboard shortcuts, even where a number is not clickable within a Zoho Bigin record.
Copy to Dial
Highlight a phone number anywhere on the desktop and get an instant prompt to place the call through the phone system.
Activity Hub
Review activities such as a call log with notes or a transcription still waiting to be saved to Zoho Bigin. Notes and transcriptions can be edited before they are written to the customer record, and saving can be automatic or manual.
Call Logging with Notes
Save call details alongside written notes directly to the customer record for better record-keeping.
Call Waiting
A second incoming call is shown at the bottom of the pop-up notification so staff can switch between calls with a single click.
Multi-Result Caller Matching
Where a phone number matches more than one record in Zoho Bigin, staff can click straight through to the next result.
Search Bar
Search Zoho Bigin contact information directly from the desktop toolbar, start a call, send a message, or view call history without switching applications.
Computer Telephony Integration with Zoho Bigin
See how connecting your phone system to Zoho Bigin helps teams manage customer conversations more efficiently. Real-time caller pop-ups, CRM activity tracking, and full visibility of communication history mean staff can focus on the conversation rather than the admin around it.
How The VoIP Shop's Zoho Bigin CRM Integration Empowers Business Teams
How The VoIP Shop's Zoho Bigin CRM Integration Supports Businesses
Buttons
Below is the list of available buttons. These cover both CRM-specific actions and generic pop-up functions.
View
View Customer
View Contact
View Lead
Custom Action Standard
Send E-mail Standard
Callback request Standard
Send WhatsApp message Standard
Send Microsoft Teams message Standard
Open Search Bar Standard
Trigger Automations Standard
Parameters
Determine the content of the pop-up per user, department, or organisation using information pulled directly from Zoho Bigin.

Contact Identity
- zohobigin_id
- zohobigin_salutation
- zohobigin_first_name
- zohobigin_last_name
- zohobigin_full_name
- zohobigin_record_image
- zohobigin_title
- zohobigin_date_of_birth
- zohobigin_description
Company Information
- zohobigin_account_name
- zohobigin_account_name_name
- zohobigin_account_name_id
- zohobigin_account_number
- zohobigin_account_type
- zohobigin_account_site
- zohobigin_account_url
- zohobigin_parent_account
- zohobigin_industry
- zohobigin_sic_code
- zohobigin_ownership
- zohobigin_rating
- zohobigin_ticker_symbol
- zohobigin_website
- zohobigin_employees
- zohobigin_annual_revenue
- zohobigin_currency_symbol
Organisational Role
- zohobigin_owner_name
- zohobigin_owner_id
- zohobigin_owner_email
- zohobigin_department
- zohobigin_reporting_to
- zohobigin_assistant
Communication
- zohobigin_email
- zohobigin_secondary_email
- zohobigin_phone
- zohobigin_other_phone
- zohobigin_mobile
- zohobigin_home_phone
- zohobigin_asst_phone
- zohobigin_fax
- zohobigin_skype_id
- zohobigin_twitter
Billing and Shipping Address
- zohobigin_billing_street
- zohobigin_billing_city
- zohobigin_billing_state
- zohobigin_billing_country
- zohobigin_billing_code
- zohobigin_shipping_street
- zohobigin_shipping_city
- zohobigin_shipping_state
- zohobigin_shipping_country
- zohobigin_shipping_code
Approval and Workflow

- zohobigin_process_flow
- zohobigin_zia_owner_assignment
- zohobigin_zia_visions
- zohobigin_review
- zohobigin_review_process_approve
- zohobigin_review_process_reject
- zohobigin_review_process_resubmit
- zohobigin_approval_state
- zohobigin_approval_delegate
- zohobigin_approval_approve
- zohobigin_approval_reject
- zohobigin_approval_resubmit
- zohobigin_orchestration
- zohobigin_pathfinder
Address
- zohobigin_mailing_street
- zohobigin_mailing_city
- zohobigin_mailing_state
- zohobigin_mailing_zip
- zohobigin_mailing_country
- zohobigin_other_street
- zohobigin_other_city
- zohobigin_other_state
- zohobigin_other_zip
- zohobigin_other_country
Lead and Record Information
- zohobigin_lead_source
- zohobigin_entity_type
- zohobigin_contact_url
- zohobigin_url
System and Metadata

- zohobigin_field_states
- zohobigin_sharing_permission
- zohobigin_unsubscribed_mode
- zohobigin_unsubscribed_time
- zohobigin_email_opt_out
- zohobigin_in_merge
- zohobigin_state
- zohobigin_last_activity_time
- zohobigin_followers
- zohobigin_followed
- zohobigin_editable
- zohobigin_created_time
- zohobigin_created_by_name
- zohobigin_created_by_id
- zohobigin_created_by_email
- zohobigin_modified_by_name
- zohobigin_modified_by_id
- zohobigin_modified_by_email
- zohobigin_modified_time
Please note: Available Zoho Bigin variables may vary depending on configuration and permissions.
Available as a desktop installation or cloud-hosted deployment, connect Zoho Bigin to phone systems for a CRM experience that is tightly integrated with market-leading communications services.
Advanced call control from within CRM applications
Bring phone features into the applications teams already use every day, cutting out the need to switch between programmes to message, call, and meet.
Find out More
FAQs
Answers to some of our most commonly asked Zoho Bigin Buttons CRM Integration questions…














