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CRM & sales

Zoho Bigin

Zoho Bigin on your phone line: your agent finds contacts, logs calls and books follow-ups.

Connect Zoho Bigin once from the AgentCalls dashboard and your voice agent can work your pipeline during a call. It can look up a contact before answering, create a new contact or deal from a caller's details, tag a record for follow-up, and check whether a record was recently deleted. Your team sees every change in Bigin as it happens, so nothing lives only in a call recording.

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What your agent can do with Zoho Bigin

  • Look up existing contacts and deals while the caller is on the line
  • Create new contacts and records with the details gathered during the call
  • Tag records so your team can find and follow up on them quickly
  • Attach and retrieve files on a record when a caller sends or asks for documents
  • Check recently deleted records to recover or audit data

Zoho Bigin exposes 54 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from a returning customer

  1. Caller

    Hi, this is Dana Brooks. I think I spoke with someone about a kitchen refit last month.

  2. Agent

    Thanks for calling, Dana. I can see your record in our system. Your quote was sent on March 12. Would you like to go over it now?

  3. Caller

    Yes, can you tell me if the installation date is still open?

  4. Agent

    The team has two openings, April 8 and April 15. I have tagged your record as priority so someone confirms with you today.

Lead captured by phone

  1. Caller

    I'm calling about a bathroom renovation. My name is Tomas Reyes.

  2. Agent

    Welcome, Tomas. Can I take a phone number and the best email to reach you?

  3. Caller

    It's 555 0142 and tomas.reyes@example.com.

  4. Agent

    Got it. I have added you as a new contact with a renovation lead and tagged it for a call-back this afternoon.

Outbound follow-up on an open deal

  1. Agent

    Hello, may I speak with Priya Shah? This is calling from your local design studio about your proposal.

  2. Caller

    Yes, that's me. I was going to reply this week.

  3. Agent

    Great. I can see the proposal for 2,400 pounds is still open. Shall I note that you will decide by Friday?

  4. Caller

    Yes, please note Friday.

How to connect Zoho Bigin

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Zoho Bigin

    From Integrations in the dashboard, choose Zoho Bigin and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Zoho Bigin actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does Zoho Bigin work during the call or only after it?

Both. Your agent can look up and update Bigin records while the caller is on the line, and it can also add notes, tags and new records once the call ends.

What do I need to connect Zoho Bigin?

You need an active Zoho Bigin account. Sign in to Zoho Bigin from the AgentCalls dashboard and approve access. No technical setup is required.

Which plan includes Zoho Bigin?

Zoho Bigin is included from the Growth plan. Tools connect at no extra cost on that plan and above.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Zoho Bigin.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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