Supported Features
Account Provisioning Account DeletionAn administrator account is required for the integration.
Prerequisites
How to Log In
Go to the Bigin by Zoho CRM login page and enter your email address and password to log in.
How to Find Your Organization ID
After logging in to Bigin by Zoho CRM, check the URL. The number after “org” is your organization ID.
Register an OAuth App
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Log in to https://api-console.zoho.com/.
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Click ADD CLIENT > Server-Based Applications.
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Enter the required information and click CREATE.
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Go to Settings and check Use the same Oauth credentials for all data centers.
Integration Setup
- In the Integrations screen, search for Bigin by Zoho CRM.
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Enter any workspace name and the organization ID confirmed in the previous step, then click Connect.
- Once the integration is successful, the registered user information will appear in the account list. If the process did not complete successfully, go to the Status tab on the Integrations screen, click Edit. Try connecting again. If the issue persists, please contact us via chat.