Zoho Bigin
Your small team juggles too many leads manually. Your AI agent adds records to Bigin pipelines, tags contacts for segmentation, uploads documents as attachments, and keeps your lightweight CRM organized around the clock. More deals tracked, less admin work.
Your AI agent manages Bigin records, tags, and attachments through simple conversations, giving small businesses enterprise-grade CRM automation without the complexity.
Zoho Bigin
See how small businesses use AI agents with Zoho Bigin to capture leads, organize pipelines, and close deals without hiring extra staff.
A potential client visits your freelance website at 10 PM and asks about your services. Your AI Agent qualifies them, captures their name, email, budget, and project scope, then creates a new pipeline record in Bigin with the deal stage set to 'New Inquiry.' You wake up to a fully populated CRM entry with complete context instead of an unread email.
A prospect mentions they need a solution within two weeks and have budget approved. Your AI Agent recognizes the urgency, creates a 'Hot Lead' tag in Bigin, and applies it to their record. When your sales team opens Bigin the next morning, they filter by tag and call this prospect first, turning speed into competitive advantage.
A client needs to submit a signed agreement before their deal moves forward. They share the PDF in the chat. Your AI Agent uploads the document as an attachment to their Bigin record and updates the deal stage to 'Documents Received.' The file is immediately accessible to anyone on your team reviewing the deal.
Zoho Bigin
FAQs
Yes. The agent uses Bigin's module-based API, which supports whatever pipeline stages you have configured. Whether you use default stages or have customized them for your sales process, the agent creates and updates records using your exact stage names and structure.
The agent can both create new tags and apply existing ones to records. When a conversation reveals a qualifying signal, such as urgency or budget confirmation, the agent calls Bigin's tagging API. Tags appear on the record immediately and can be used for filtering, reporting, and automated workflow triggers inside Bigin.
The agent supports any file type that Bigin's attachment API accepts, including PDFs, images, spreadsheets, and documents. File size limits follow your Zoho Bigin plan restrictions. The agent uploads the file and links it to the specified record, making it accessible from the record's attachment section.
No. Tars queries your Bigin account in real time during conversations. Customer records, pipeline data, and attachments are fetched live and used only to respond to the current interaction. No CRM data is cached or stored in Tars databases after the conversation ends.
Yes. The agent accesses whichever pipelines your Bigin account has configured, including Team Pipelines. Specify the target module in the agent's configuration, and it will create records in the correct pipeline. Multiple pipeline support means the agent can route leads to different pipelines based on conversation context.
Web forms are static, collecting fixed fields without interaction. Tars AI Agents have dynamic conversations, asking follow-up questions based on responses, qualifying leads with conditional logic, and taking multiple CRM actions in one interaction. They also work across WhatsApp, SMS, and web chat.
Configure duplicate detection in the agent's workflow. The agent searches Bigin by email or phone before creating a new record. If a match is found, it updates the existing record instead. You control the matching criteria and whether to merge, update, or flag for manual review.
In your Tars dashboard, navigate to Tools and select Zoho Bigin. Click 'Connect' to start the OAuth authorization flow with your Zoho account. Once approved, attach the Bigin tool to your AI Agent Gambit. The agent begins managing pipeline records, tags, and attachments during conversations right away.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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