Zoho Bigin
Manage pipelines and contacts in Zoho Bigin.
- カテゴリ
- CRM
- セットアップ
- 4ステップ
- 対応業務
- 2AIの役割
What ProhostAI can do with Zoho Bigin
Once Bigin is connected, ProhostAI works with your pipelines and contacts in plain language.
- Read
Check the pipeline
See what is open and what has gone quiet.
“Which owner conversations have not moved this month?”
- Read
Look up a contact
Get the history with a prospective owner or partner.
- Create & update
Update deals
Move a deal along or log what was agreed.
- Create & update
Add follow-ups
Create the next activity so a promise survives the conversation.
Zoho Bigin について
Enough CRM to matter, little enough to neglect.
Bigin is Zoho’s pipeline tool for small teams. Connect it and ProhostAI can read where deals stand and update them from the conversation where something changed.
続きを読む
Bigin exists for businesses that need a pipeline rather than a platform. For a property company managing a dozen properties and hoping to sign a few more owners, that is an accurate description of the requirement.
The trouble with a small pipeline is that it never feels urgent enough to maintain. Five open conversations do not justify a weekly review, so they get tracked in someone’s head — and one of them quietly goes cold.
Connecting Bigin makes the record cost nothing to keep. Log the viewing, move the deal, add the follow-up, all in the flow of the conversation where it came up. It stays the lightweight tool you picked, without depending on anyone being disciplined about it — and for a pipeline this size, one deal that does not go cold pays for the whole exercise.
対応業務: 営業, サポート
Setup
Bigin connects through Zoho OAuth. Sign in with the account on the correct regional data centre.
Open ProhostAI and go to Settings → Connections.
Search for Zoho Bigin and select Connect.
Sign in to Zoho and approve the permissions.
Ask what is in your pipeline to confirm the connection works.
Good to know
Zoho’s regional data centres apply here too — sign in on the right region.
Bigin stays the system of record for your pipeline.
If you outgrow Bigin and move to Zoho CRM, that connection exists separately.
Revoking ProhostAI in your Zoho connected-apps settings ends access immediately.
Zoho Bigin についてのよくある質問
What is the difference between Bigin and Zoho CRM?
Bigin is the lightweight pipeline tool for small teams; Zoho CRM is the full platform. Both can be connected, and you would normally use one or the other.
Is Bigin enough for owner acquisition?
For a small operator tracking a handful of owner conversations, usually yes — the pipeline is the part that matters and Bigin does that well.
Can the AI keep deals up to date?
Yes — moving deals, logging what was agreed and adding follow-up activities as part of the conversation where it came up.
Does the regional data centre matter?
Yes. Sign in with the account on the correct Zoho region, otherwise the connection cannot find your data.
How do I disconnect Zoho Bigin?
Open Settings → Connections in ProhostAI and disconnect it, or revoke ProhostAI in your Zoho connected-apps settings.
