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.

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Zoho Bigin CRM Integration with The VoIP Shop
Zoho Bigin

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 

Zoho Bigin

Instant Customer Visibility

See contact details, notes, and communication history the moment a call comes in.

Zoho Bigin

Reduce Manual Administration

Call activity is logged automatically, cutting down on repetitive data entry.

Zoho Bigin

Improve Customer Conversations

Check previous interactions and notes before picking up the phone.

Pipedrive

Faster Response Times

Real-time pop-ups help staff respond to callers without delay.

Zoho Bigin

Improve Internal Collaboration

Notes and call records stay visible to the whole team. 

Zoho Bigin

Better Customer Experience

Give staff the context they need for a more personal conversation. 

How The VoIP Shop's Zoho Bigin CRM Integration Supports Businesses

Zoho Bigin

Better Customer Management

Track engagement and communication activity from a single platform.

Pipedrive

Improved Workflow Efficiency

Spend less time switching between Zoho Bigin and separate communication tools.

Zoho Bigin

Access Customer Data Instantly

Pull up contact records, notes, and interaction history during a call. 

Zoho Bigin

Improve Follow-Up Processes

Manage callbacks more effectively from within the CRM. 

Zoho Bigin

Support Flexible Working

Available as a desktop installation or cloud-hosted deployment for teams working across multiple sites. 

Zoho Bigin

Better Communication Visibility

Keep conversations, activities, and notes organised in one place.

Zoho Bigin Buttons

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. 

Zoho Bigin  Parameters

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.

Easy to provision via Self-Service Portals

Easy to provision via Self-Service Portals

Windows based installation wizard

Windows and MacOS installation wizard

Full control of telephone handset from desktop

 Full control of telephone handset from desktop

Instant access to CRM information

 Instant access to CRM information

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. 

Click to Dial
Click to Dial
Web-Page Dialing
Web-Page Dialing
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Click to Hold
Click to Transfer
Click to Transfer
Built-in Call History
Built-in Call History
CRM Application Integration
CRM Application Integration

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FAQs

Answers to some of our most commonly asked Zoho Bigin Buttons CRM Integration questions…

  • What is Zoho Bigin CRM Integration?

    Zoho Bigin CRM Integration connects a business phone system directly with Zoho Bigin, so sales and support teams can manage customer communications from a single platform. 

  • Does the integration support automatic call logging?

    Yes. Call activity is logged automatically against the relevant customer record, with the option to attach notes.

  • Can customer information appear during incoming calls?

    Yes. Real-time pop-up notifications display customer and communication information as calls come in.

  • Does the integration support click-to-dial functionality?

    Direct click-to-dial from the CRM record is not currently supported for Zoho Bigin. Numbers can still be dialled using hotkey dialling or by copying a number for a dial suggestion.

  • Does the integration support AI transcription?

    Yes. AI-generated call transcriptions can be stored within Zoho Bigin customer records through the Activity Hub.

  • Can staff manage calls directly from the interface?

    Yes. Staff can answer, transfer, hold, and manage calls directly through the integrated call controls.

  • Can call logs be assigned to search results?

    This is not currently available for Zoho Bigin. Call logging is applied directly against the matched customer record instead.

  • Does the integration support cloud and desktop deployment?

    Yes. Zoho Bigin CRM Integration is available as a desktop installation or as a cloud-hosted deployment. 

  • Is the integration scalable?

    Yes. The Zoho Bigin integration suits businesses of all sizes, from single-site teams to multi-site organisations.