Zoho bigin for your voice agent

Zoho Bigin is a simple CRM designed for small businesses to manage pipelines and customer relationships. It helps you organize deals, track progress, and streamline sales processes in one place.

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Zoho bigin from Connected apps and approve access. There's no API key to paste.
What it reads
28 actions, such as download Attachment, download Bulk Read Result and download Record Photo.
What it changes
26 actions, such as add Records, add Tags to Records and create Bulk Read Job.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 54. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Zoho bigin actions

Reads 28

  • Download Attachment
  • Download Bulk Read Result
  • Download Record Photo
  • Get All Notes
  • Get Attachments
  • Get Bulk Read Job Status
  • Get Custom View
  • Get Custom Views
  • Get Deleted Records
  • Get Fields
  • Get Layout
  • Get Layouts
  • Get Module Metadata
  • Get Modules
  • Get Notification Details
  • Get Organization
  • Get Profiles
  • Get Record
  • Get Record Notes
  • Get Records
  • Get Records Count
  • Get Related Lists Metadata
  • Get Related Records
  • Get Roles
4 more
  • Get Team Pipeline Records
  • Get User
  • Get Users
  • Search Records

Changes 19

  • Add Records
  • Add Tags to Records
  • Create Bulk Read Job
  • Create Notes
  • Create Record Notes
  • Create Tags
  • Delink Related Records
  • Enable Notifications
  • Update Note
  • Update Notification Details
  • Update Notification Info
  • Update Records
  • Update Related Records
  • Update User
  • Update Users
  • Upload Attachment
  • Upload Organization Photo
  • Upload Record Photo
  • Upsert Records

Deletes 7

  • Delete Attachment
  • Delete Note
  • Delete Notes
  • Delete Record
  • Delete Record Photo
  • Delete Records
  • Disable Notifications

Zoho bigin setup

  1. Signing in to Zoho bigin

    Choose Zoho bigin in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 54 actions the agent may use. Start with lookups and add the ones that change Zoho bigin when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.