Bigin Integration with Salesforce

Two way Synchronization of Contacts, Companies(Accounts), Products and Pipelines (Opportunities) between Bigin and Salesforce CRM.

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Salesforce CRM Extension for Bigin

Bigin does not have native integration with Salesforce in Bigin Marketplace. It's no big deal!

We have developed a extension- Salesforce CRM Extension for Bigin which enables you to instantly transfer and bidirectionally synchronize data from Bigin (Contacts, Companies, Products, and Pipelines) to Salesforce CRM (Contacts, Accounts, Products, Opportunities) and vice versa. This ensures that CRM information is always up-to-date and accurate across both platforms, eliminating data discrepancies or duplicates.

Our extension also allows you to seamlessly sync Pipelines (custom or standard ones) between Bigin (Pipelines) and Salesforce CRM (Opportunities) along with the associated data and stages, updated in both the platforms. Syncing Pipelines between the two platforms allows for real-time data synchronization, ensuring that all relevant information and progress is updated in both Bigin and Salesforce CRM.

Key Features:

Two way Data Synchronization: Automatic synchronization of data between Bigin and Salesforce CRM.
Any changes made to records in Bigin will automatically update corresponding records in Salesforce CRM, providing real-time data consistency.
Contacts, Companies(Accounts), Products and Pipelines(Opportunities) can be synced bi-directional from Bigin to Salesforce, and vice versa.
Pipelines including standard or custom can be synced between Bigin and Salesforce CRM, ensuring that customer information is up-to-date and consistent across both platforms.
Able to dynamically map data fields and their types between Bigin and Salesforce CRM, ensuring efficient and accurate data transfer.

Ready to try this extension in your Bigin account?

Two way data synchronization between Bigin and Salesforce CRM

You can sync the following modules between your Bigin and Salesforce CRM accounts.

Manual & Automatic Sync

Bigin

Salesforce

Contacts

Companies

Products

Pipelines

Contacts

Accounts

Products

Opportunities

Benefits you get when using Salesforce CRM Extension for Bigin

Instant Two-way Sync: With bidirectional data synchronization, users no longer have to manually transfer data between Bigin and Salesforce CRM, eliminating the risk of manual errors and ensuring data consistency.
Improves data accessibility: Users can access and work with the same data on both platforms, regardless of where it was originally entered. This not only saves time but also improves collaboration and ensures that all team members are working with accurate and reliable data.
Flexibility in Syncing Pipelines: Our Salesforce CRM Extension for Bigin extension allows for seamless synchronization of standard or custom pipelines, including their associated data and stages, between Bigin and Salesforce, ensuring comprehensive data flow between the two CRMs.
Cut down on User Licensing Cost: By using our extension, you can save money by adding entry-level/light CRM users in Bigin, and keeping your Salesforce account only for core CRM users, thereby avoiding purchasing user licenses who do not require access to a full-fledged Salesforce CRM.This allows organizations to allocate their resources more efficiently and only provide licenses to users who truly need them, resulting in more cost-effective licensing.
Overall, integrating Xero with Zoho CRM enables you to streamline processes, improve data accuracy, and gain better insights into your business's financial and customer-related activities.

Experience the Benefits of Seamlessly Integrating Bigin with Salesforce Today!

See how Bigin Integration with Salesforce Works

The integration between Bigin and Salesforce CRM must be authenticated and authorized. To do this, configuring the necessary settings and authorizations from the extension settings page and it must be performed to seamlessly transfer data from Bigin to Salesforce CRM and vice versa. This step ensures that both platforms can communicate with each other securely.

Bigin Contacts <--> Salesforce Contacts

With the Salesforce CRM Extension for Bigin, creating contacts in Bigin triggers automatic creation of corresponding contacts in Salesforce and vice versa.This seamless integration ensures that contact information stays synchronized across both platforms, eliminating the need for manual entry and reducing the risk of discrepancies. and ensuring that your contact data is consistent and up-to-date in both Bigin and Salesforce CRM.

Bigin Companies <--> Salesforce Accounts

When you create a company in Bigin, a corresponding account is automatically created in Salesforce, and vice versa. Any updates you made to a company in Bigin, such as adding new information or changing existing details, are automatically reflected in the corresponding account in Salesforce.

Conversely, any updates you made to an account in Salesforce automatically flow back to the corresponding company in Bigin. This two-way synchronization eliminates the risk of discrepancies and ensures your data remains accurate in both CRMs.

Bigin Products <--> Salesforce Products

Create a product in Bigin, and watch it automatically appear in Salesforce and vice versa. Update any product details (like descriptions, pricing, variants, etc.) in either Bigin or Salesforce and have those changes automatically reflected in the other system.This eliminates the need for manual updating of product data and avoids the possibility of errors in that data. By synchronizing in both directions, your teams will always have the most up-to-date information about the product.e

Bigin Pipelines <--> Salesforce Opportunities

Whenever you create a Pipeline (Custom or Standard) in Bigin, our extension automatically creates the corresponding opportunities in Salesforce along with the respective stage, and vice versa.

The synchronization process between Bigin and Salesforce is bidirectional. This means that whenever a deal progresses to the next stage in Bigin Pipelines, it will be automatically updated in the Salesforce Opportunities module with the respective stage. Similarly, when a deal is updated in Salesforce, it will be reflected in the corresponding pipeline stage in Bigin as well. This ensures that the data on both platforms stays in sync and reflects the status of the deals accurately.

Note: Our extension currently supports record synchronization based on Single Team Pipelines and Single Sub Pipelines.

Ready to see Bigin and Salesforce work together seamlessly? We can show you how!

Help Documentation

Need any help in setting up the extension in your Bigin account.Check out this help documentation.

View Documentation

Integrating Salesforce with Bigin has never been this easy!

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