Bigin by Zoho CRM

Bigin by Zoho CRM is a lightweight CRM designed for small businesses to manage contacts, companies, deals (pipeline records), tasks, calls, and events.

Sales & CRM

Connect it

In Keystile Automations → Connections → New connection, choose Bigin by Zoho CRM and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Bigin by Zoho CRM: search company record (Searches companies by full name (criteria) or word).

What it can do (16 actions)

Action	What it does	Changes data
Create Call	Creates a Call Log Entry Record	Yes
Create Company	Creates a Company Record	Yes
Create Contact	Creates a Contact Record	Yes
Create Event	Creates a new event in Bigin	Yes
Create Pipeline	Creates a new pipeline record in Bigin	Yes
Create Task	Creates a new Task	Yes
Search Company Record	Searches companies by full name (criteria) or word
Search Contact Record	Searches contacts by criteria, email, phone, or word
Search Pipeline Record	Searches deals by name via criteria or word
Search Product Record	Searches products by name/code via criteria or word
Search User	Locate users by email.
Update Company	Updates an existing Company and prepopulates its fields for editing.	Yes
Update Contact	Select and update an existing Contact record.	Yes
Update Event	Updates an existing event in Bigin	Yes
Update Pipeline	updates a pipeline record in Bigin	Yes
Update Task	updates a Task	Yes

Start a workflow when… (9 triggers)

• New Contact Created — Triggers when a new contact is created
• Contact Updated — Triggers when a contact is updated
• New Company Created — Triggers when a new company record is created
• Company Updated — Triggers when a company record is updated
• New Call Created — Triggers when a new call log is created
• New Task Created — Triggers when a new task is created
• New Event Created — Triggers when a new event is created
• New Pipeline Record Created — Triggers when a new pipeline record is created
• Pipeline Record Updated — Triggers when a pipeline record is updated

How Keystile protects it

Every Bigin by Zoho CRM action is checked before it runs, whether it comes from an AI tool or a workflow. 11 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Bigin by Zoho CRM records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Bigin by Zoho CRM with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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