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Zoho Bigin logoCRM & sales

AI teammates for Zoho Bigin

Keep a small team's contacts and open deals current.

Connect Zoho Bigin Book a demo
Example task
Zoho Bigin
Your Mate
Your result

The request

Summarize open deals and their next steps

Result and follow-up

Review the work with your Mate.

More work to hand off

  • Create contact records from incoming lead details
  • Flag deals that haven't moved since the last review

Give your agents a job.

  1. Your Mate

    Sets up the task and cadence.

  2. Specialist Mate

    Does the recurring work.

  3. You

    Set the goals. Review the results.

How approvals work

In Safe mode, your Mate can use connected Zoho Bigin tools without asking each time. Payments, refunds, and other financial actions still need your approval.

Connecting Zoho Bigin

Connection
Sign in with your account
Setup
About 10 minutes

Connect Zoho Bigin to your Mate

Choose a task and review the first result.

Create account