Integrations / CRM
Manage Zoho Bigin records and notes from WhatsApp
Flann connects Zoho Bigin to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Zoho Bigin action. Selling is mostly remembering. Who asked for a quote, who went quiet, who is due to reorder. Flann reads Zoho Bigin for you and puts those answers on WhatsApp the moment you ask.
54 actions in Zoho Bigin. 29 only look things up, and 25 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Zoho Bigin
Type it or say it in a voice note. Flann works out which Zoho Bigin action you mean.
“Show me my notes in Zoho Bigin.”
“Show me my modules in Zoho Bigin.”
“Show me my profiles in Zoho Bigin.”
“Delete the note in Zoho Bigin.”
“Upload an organization photo in Zoho Bigin.”
“Add tags in Zoho Bigin.”
What Flann can work with in Zoho Bigin
Zoho Bigin gives Flann 54 actions across 18 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Records | adddeletelook upsearchupdate | 8 |
| Notes | createdeletelook upupdate | 5 |
| Attachments | deletedownloadlook upupload | 4 |
| Users | look upupdate | 4 |
| Record photos | deletedownloadupload | 3 |
| Record notes | createlook up | 2 |
| Related records | look upupdate | 2 |
| Tags | addcreate | 2 |
Side by side, the two ways of working in Zoho Bigin:
| Compare | Opening Zoho BiginLog in, find it, do it | Zoho Bigin through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about records | Filters and searches you run yourself | 29 look-ups, answered straight away |
| Making changes | Typed in by hand | 25 changes, made from a message |
| Zoho Bigin records | All of them, one screen at a time | 18 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to Zoho Bigin |
YesPartlyNo
Step by step: Zoho Bigin jobs you can hand to Flann
What happens between your message and the result in Zoho Bigin.
Create a record from a voice note
- You message Flann on WhatsApp: “Create a record in Zoho Bigin with these details.”
- Flann runs
Search Recordsin Zoho Bigin and shows you what it found. - Flann runs
Add Recordsin Zoho Bigin. - Flann creates it in Zoho Bigin and confirms in the chat.
Fix a note without opening Zoho Bigin
- You message Flann on WhatsApp: “Change the note in Zoho Bigin: here is what is different.”
- Flann runs
Get All Notesin Zoho Bigin and shows you what it found. - Flann runs
Update Notein Zoho Bigin. - Flann makes the change in Zoho Bigin and confirms in the chat.
Clean up attachments you no longer need
- You message Flann on WhatsApp: “Which attachments in Zoho Bigin are out of date? Remove the ones I confirm.”
- Flann runs
Get Attachmentsin Zoho Bigin and shows you what it found. - Flann runs
Delete Attachmentin Zoho Bigin. - Each removal is confirmed in the chat.
The Zoho Bigin jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to Zoho Bigin. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to Zoho Bigin tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks Zoho Bigin so it does not create a contact that already exists. New contacts are prepared with the tag you asked for.
What you stop doing: Event contacts reach your records while the conversation is still fresh.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in Zoho Bigin. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to Zoho Bigin?”
Reading the renewal dates, contract ends and purchase patterns in Zoho Bigin, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Zoho Bigin
- In Flann, go to Connectors and find Zoho Bigin.
- Sign in to your Zoho Bigin account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the Zoho Bigin action and fills in the details.
Reading from Zoho Bigin is instant. Zoho Bigin stays connected until you remove it in Connectors.
Ways to use Zoho Bigin with Flann
Follow up the leads you forgot
Ask Flann which leads in Zoho Bigin have not heard from you in a week. It lists them and drafts the follow-up for each.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Zoho Bigin: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Zoho Bigin and asks you to confirm.
Everything Flann can do in Zoho Bigin
All 54 Zoho Bigin actions, as Flann sees them.
Looks up 29
- Create Bulk Read Job
- Download Attachment
- Download Bulk Read Result
- Download Record Photo
- Get All Notes
- Get Attachments
- Get Custom Views
- Get Deleted Records
- Get Fields
- Get Module Metadata
- Get Modules
- Get Organization
- Get Profiles
- Get Record
- Get Record Notes
- Get Records
- Get Records Count
- Get Related Lists Metadata
- Get Related Records
- Get Roles
- Get Team Pipeline Records
- Get User
- Get Users
- Search Records
- Get Bulk Read Job Status
- Get Custom View
- Get Layout
- Get Layouts
- Get Notification Details
Changes 25
- Add Records
- Add Tags to Records
- Create Record Notes
- Create Tags
- Delete Attachment
- Delete Note
- Delete Notes
- Delete Record
- Delete Record Photo
- Delete Records
- Delink Related Records
- Update Note
- Update Records
- Update Related Records
- Update User
- Upload Attachment
- Upload Record Photo
- Upsert Records
- Create Notes
- Disable Notifications
- Enable Notifications
- Update Notification Details
- Update Notification Info
- Update Users
- Upload Organization Photo
More CRM apps Flann works with
Fullenrich
ZohoCommon questions
What can Flann do with records in Zoho Bigin?
Flann can add, delete, look up, search and update records in Zoho Bigin, using 8 actions (Add Records, Delete Record, Delete Records, Get Record and more). Looking up runs straight away and changes nothing. The other actions create or change records in Zoho Bigin.
What can Flann do with notes in Zoho Bigin?
Flann can create, delete, look up and update notes in Zoho Bigin, using 5 actions (Create Notes, Delete Note, Delete Notes, Get All Notes and more). Looking up runs straight away and changes nothing. The other actions create or change notes in Zoho Bigin.
How does Flann connect to Zoho Bigin?
Open Connectors in Flann, choose Zoho Bigin and sign in to your Zoho Bigin account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 54 actions in Zoho Bigin.
How do I ask Flann to do something in Zoho Bigin?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Zoho Bigin action that fits and asks if anything is missing.
Which Flann plan do I need for Zoho Bigin?
Any of them. Every Flann plan includes Zoho Bigin and every other app.