Zoho Bigin

Guide to Integrate CloudConnect with Zoho Bigin


CloudConnect’s telephony system makes Zoho Bigin more interactive, appealing, and impactful. Our Phonebridge integration adds voice & presents the human face behind the Bigin CRM. With Zoho Bigin, small businesses can now manage their customer relationships more easily than ever.

It originates a call from Zoho Bigin & displays a pop-up as a notification for incoming or outgoing calls with caller information. It facilitates adding contacts, adding notes/details & also generates analytics for call details. This helps to boost productivity, automate processes & work seamlessly as a Next-Gen business communication system.

Integrating Zoho Bigin with CloudConnect’s Phonebridge helps to get access to click-to-call functionality where a call can be launched/originated from the CRM itself. A green color call button appears beside contact numbers which can be clicked/dialed to initiate a call & connect. This will also display a popup in the corner with customer details.

For incoming calls, a popup will appear on the CRM. If the caller is an existing customer then it will display a pop-up with details and with a single click customer profile will be displayed. However, for an unknown caller, a lead can be created right away. If an existing customer/lead is calling from another number then it also facilitates adding to existing contact or lead.


CloudConnect presence on Zoho Bigin Marketplace, link below:



CloudConnect & Zoho Bigin CRM integration is LIVE with both of our solutions, Contact Center & Cloud PBX.


Basic Requirements:

  • Zoho Bigin administrator account access.
  • Already have a CloudConnect account, contact our support team on support@cloud-connect.in to get you started with Zoho Phonebridge Integration.
  • New to CloudConnect, write to us directly on marketing@cloud-connect.in and get yourself registered with us.

Once you have an active CloudConnect and Zoho Bigin account, complete two simple steps to get started:

  • Authorize Zoho Phonebridge Integration in CloudConnect.
  • Associate CloudConnect Extension with Zoho Bigin Users.

Step 1: Authorize Zoho Bigin Phonebridge Integration in CloudConnect

  • Login in to CloudConnect and click on the Zoho Menu on the left sidebar (after the Billing option).
  • Click the first sub-menu Phonebridge Integration.
  •  Select Datacenter, and click on Generate Code.


  • Next, you need to click on the Authorize Me button, this will redirect you to Zoho.



  • Login with your Zoho Bigin administrator account and enter device verification code to complete the authorization process.



  • Add your device verification code received in the CloudConnect Phonebridge integration page. 





  • Click on Verify after entering the code. Select Bigin-CloudConnect to proceed further.CloudConnect has integration available with both the CRMs- Zoho CRM & Zoho Bigin.



  • On successful verification, click on Accept to access. 




Once you Accept Access, this gives a confirmation message.



Once you successfully finish step 8, click on Proceed button on CloudConnect system to complete authorization



  • Next, click on Enable Integration to complete Zoho Phonebridge integration.



  • You can choose to Disable Integration when you want to temporarily disable the integration. In case you want to create a new integration, click on Delete Integration to permanently remove the existing integration.



Step 2: Associate CloudConnect Extension with Zoho Bigin Users

  • Click the Extension Mapping link on the left side menu bar. Click the Add Extension Mapping with Zoho User button at the top right.



  • Select Extension, Zoho Username in dropdown. Set status as On to enable the integration status by default.



Note: Multiple Registration feature to be ‘Disabled’ on the extension chosen for Zoho mapping.

In case, one proceeds to use the extension with ‘Multiple Registration’ as enabled then an error message would be displayed.



  • Login to your Zoho Bigin CRM.



Now click on the Contacts button to view the leads/contacts




  • Outgoing Calls: Extension will get call popup in Zoho Bigin whenever new call is dialed from Zoho Bigin CRM (Outgoing).



Outgoing Call connected



Call Hang-up & Remarks




  • Incoming Calls: When your extension receives an incoming call in CloudConnect, an automated popup is also shown in Zoho Bigin. If the caller details are already available in the system, the pop-up will display the details of the caller & with a single click customer profile will be displayed.



Incoming Call connected



In case of the Unknown caller whose details will not be available in the system, the pop-up will display the number of the caller & then it facilitates to create the caller as lead.



Create Lead page takes further details of the unknown caller. There is also a provision to create a custom Lead Source type which can be assigned to the caller.



In case of agent is already on the call & other calls in waiting then multiple pop-ups will be displayed.



  • Call Reports:  One can also fetch call reports directly from Zoho apart from CloudConnect portal. Click on the ‘Activities’ tab & use call filters to check various reports. 


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