Extensions Zoho Bigin
Bring WhatsApp into Zoho Bigin with WOZTELL
Zoho Bigin is an affordable CRM built for small teams. With WOZTELL connected to Zoho Bigin, your team can view WhatsApp conversation history inside the Bigin contact record and send approved WhatsApp templates from the CRM, so you can follow up faster without switching tabs.
Feature:
- CRM
Developed:
- Sagitaz
Conversation context inside Zoho Bigin
View WhatsApp history in the contact record, updated in real time.
Send WhatsApp templates from the CRM
Select channel, template and language, then send straight from Bigin.
No more switching tabs
Manage CRM data and WhatsApp actions in one workspace, so your team don’t bounce between tools.
What is this extension for?
Use it when your team manages leads, contacts or deals in Zoho Bigin, but customers respond on WhatsApp. WOZTELL keeps the chat thread visible inside the CRM record and enables approved outbound messages from Zoho Bigin. With this extension, you can:
- Lead follow-up from the CRM: After a new lead is created or updated in Bigin, reps can send an approved WhatsApp template (intro, pricing, next-step CTA) without leaving the contact record.
- Appointment reminders: Keep deals moving by sending reminder templates from Bigin (time, location, what to prepare) and refer to the full WhatsApp thread before calling.
- Quote / proposal chasing: When a deal is stuck, reps can send a gentle follow-up template from Bigin and see the last customer message instantly.
- Reactivation campaigns: Filter older leads in Bigin and send a pre-approved reactivation template (“Still looking?” / “New stock is in”) to bring cold leads back.
- Support-to-sales handover: If support chats reveal upsell potential, the sales rep can open the contact in Bigin, read the WhatsApp history, and send a tailored template with the right context.
Step by Step Tutorial
