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Bigin by Zoho CRM

With Bigin by Zoho CRM modules in Make, you can manage the companies, contacts, tasks, events, calls, pipelines, users, and tags in your Bigin by Zoho CRM account.

To use the Bigin by Zoho CRM modules, you must have a Bigin account. You can create an account at bigin.com.

Refer to the Bigin by Zoho CRM API documentation for a list of available endpoints.

Connect Bigin by Zoho CRM to Make

To establish the connection in Make:

  1. Log in to your Make account, add a Bigin by Zoho CRM module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the Choose your location field, select your region.

  4. For Additional Scopes, add any necessary scopes you may require.

    Additional scopes are required for the Make an API Call module. For details, see the Bigin by Zoho CRM documentation. Add scopes for every API call you will make with this connection.

  5. Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to the Create a custom application in Bigin by Zoho CRM section.

  6. Click Save.

  7. If prompted, authenticate your account and confirm access.

    You have successfully established the connection. You can now edit your scenario and add more Bigin by Zoho CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

To create a Bigin by Zoho CRM custom application and retrieve your client credentials:

  1. Log in to the Zoho API Console.

  2. Click + Add Client.

  3. Choose a Client Type.

  4. Enter the app details as shown below and click CREATE.

    bigin-zoho-crm-8.png

    Client Name

    Enter your application name.

    Homepage URL

    Enter your homepage URL, for example: https://www.make.com/en

    Authorize Redirect URIs

    Add the redirect URI: https://www.integromat.com/oauth/cb/bigin-by-zoho

  5. Copy your Client ID and Client Secret values and store them in a safe place.

Companies

You can manage companies using the following modules.

Triggers when a new company has been created.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of companies Make will return during one execution cycle. The default value is 10.

Searches for companies.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of companies Make will return during one execution cycle. The default value is 10.

Creates a new company.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Company Name

Enter the name of the company.

For field descriptions, see the Bigin by Zoho CRM Companies API reference.

Retrieves an existing company.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Company ID

Select or map the Company ID whose details you want to retrieve.

Updates an existing company.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Company ID

Select or map the Company ID whose details you want to update.

For field descriptions, see the Bigin by Zoho CRM Companies API reference.

Deletes an existing company.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Company ID

Select or map the Company ID you want to delete.

Contacts

You can manage contacts using the following modules.

Triggers when a new contact has been created.

Connection

Establish a connection to your Bigin by Zoho account.

Limit

Set the maximum number of contacts Make will return during one execution cycle. The default value is 10.

Searches for contacts.

Connection

Establish a connection to your Bigin by Zoho account.

Limit

Set the maximum number of contacts Make will return during one execution cycle. The default value is 10.

Creates a new contact.

Connection

Establish a connection to your Bigin by Zoho account.

For field descriptions, see the Bigin by Zoho CRM Contacts API reference.

Retrieves an existing contact.

Connection

Establish a connection to your Bigin by Zoho account.

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Updates an existing contact.

Connection

Establish a connection to your Bigin by Zoho account.

Contact ID

Select or map the Contact ID whose details you want to update.

For field descriptions, see the Bigin by Zoho CRM Contacts API reference.

Deletes an existing contact.

Connection

Establish a connection to your Bigin by Zoho account.

Contact ID

Select or map the Contact ID you want to delete.

Tasks

You can manage tasks using the following modules.

Triggers when a new task has been created.

Connection

Establish a connection to your Bigin by Zoho account.

Limit

Set the maximum number of tasks Make will return during one execution cycle. The default value is 10.

Searches for tasks.

Connection

Establish a connection to your Bigin by Zoho account.

Limit

Set the maximum number of tasks Make will return during one execution cycle. The default value is 10.

Creates a new task.

Connection

Establish a connection to your Bigin by Zoho account.

For field descriptions, see the Bigin by Zoho CRM Tasks API reference.

Retrieves an existing task.

Connection

Establish a connection to your Bigin by Zoho account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Updates an existing task.

Connection

Establish a connection to your Bigin by Zoho account.

Task ID

Select or map the Task ID whose details you want to update.

For field descriptions, see the Bigin by Zoho CRM Tasks API reference.

Deletes an existing task.

Connection

Establish a connection to your Bigin by Zoho account.

Task ID

Select or map the Task ID you want to delete.

Events

You can manage events using the following modules.

Triggers when a new event has been created.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of events Make will return during one execution cycle. The default value is 10.

Searches for events.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of events Make will return during one execution cycle. The default value is 10.

Creates a new event.

Connection

Establish a connection to your Bigin by Zoho CRM account.

For field descriptions, see the Bigin by Zoho CRM Events API reference.

Retrieves an existing event.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Event ID

Select or map the Event ID whose details you want to retrieve.

Updates an existing event.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Event ID

Select or map the Event ID whose details you want to update.

For field descriptions, see the Bigin by Zoho CRM Events API reference.

Deletes an existing event.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Event ID

Select or map the Event ID you want to delete.

Calls

You can manage calls using the following modules.

Triggers when a new call has been created.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of calls Make will return during one execution cycle. The default value is 10.

Searches for calls.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of calls Make will return during one execution cycle. The default value is 10.

Creates a new call.

Connection

Establish a connection to your Bigin by Zoho CRM account.

For field descriptions, see the Bigin by Zoho CRM Calls API reference.

Retrieves an existing call.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Call ID

Select or map the Call ID whose details you want to retrieve.

Updates an existing call.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Call ID

Select or map the Call ID whose details you want to update.

For field descriptions, see the Bigin by Zoho CRM Calls API reference.

Deletes an existing call.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Call ID

Select or map the Call ID you want to delete.

Pipelines

You can manage pipelines using the following modules.

Triggers when a new pipeline has been created.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of pipelines Make will return during one execution cycle. The default value is 2.

Searches for pipelines.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of pipelines Make will return during one execution cycle. The default value is 10.

Creates a new pipeline.

Connection

Establish a connection to your Bigin by Zoho CRM account.

For field descriptions, see the Bigin by Zoho CRM API reference.

Retrieves an existing pipeline.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Pipeline ID

Select or map the Pipeline ID whose details you want to retrieve.

Updates an existing pipeline.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Deal ID

Select or map the Pipeline ID whose details you want to update.

For field descriptions, see the Bigin by Zoho CRM API reference.

Deletes an existing pipeline.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Pipeline ID

Select or map the Pipeline ID you want to delete.

Users

You can manage users using the following modules.

Triggers when a new user has been created.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of users Make will return during one execution cycle. The default value is 10.

Retrieves a list of users.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Limit

Set the maximum number of users Make will return during one execution cycle. The default value is 10.

Creates a new user.

Connection

Establish a connection to your Bigin by Zoho CRM account.

For field descriptions, see the Bigin by Zoho CRM Users API reference.

Retrieves an existing user.

Connection

Establish a connection to your Bigin by Zoho CRM account.

User ID

Select or map the User ID whose details you want to retrieve.

Updates an existing user.

Connection

Establish a connection to your Bigin by Zoho CRM account.

User ID

Select or map the User ID whose details you want to update.

For field descriptions, see the Bigin by Zoho CRM Users API reference.

Deletes an existing user.

Connection

Establish a connection to your Bigin by Zoho CRM account.

User ID

Select or map the User ID you want to delete.

Tags

You can add tags to records and remove tags from records using the following modules.

Adds selected tags to records of the specified entity. Not available on a free plan.

Connection

Establish a connection to your Bigin by Zoho CRM account.

For field descriptions, see the Bigin by Zoho CRM Tags API reference.

Removes selected tags from records of the specified entity. Not available on the free plan.

Connection

Establish a connection to your Bigin by Zoho CRM account.

For field descriptions, see the Bigin by Zoho CRM Tags API reference.

Other

You can call APIs using the following module.

Performs an arbitrary authorized API call.

Note

For the list of available endpoints, refer to the Bigin by Zoho CRM API documentation.

Connection

Establish a connection to your Bigin by Zoho CRM account.

Method

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

URL

Enter a path relative to https://www.zohoapis.in/bigin. For example, /v1/Contacts.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of use - List Contacts

The following API call returns all contacts from your account.

URL: /v1/Contacts

Method: GET

bigin-zoho-crm-3.png

The search matches can be found in the module's Output under Bundle > Body > data.

In our example 6 contacts were returned:

bigin-zoho-crm-4.png