> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho Bigin Voice AI Integration Guide

> Connect DialNexa voice AI with Bigin by Zoho CRM to capture callers, update pipeline records, and schedule practical sales follow-ups.

The **Zoho Bigin voice AI integration** gives small sales teams a simple way to move callers through a pipeline. It works best when you want clear contact, pipeline, and follow-up updates without building a complex enterprise CRM process.

<Warning>
  A catalog page describes a possible workflow. It does not confirm that a native Zoho Bigin connector is enabled in your workspace. Check **Integrations** in the DialNexa dashboard first. If Zoho Bigin is not listed, use a custom function, agent webhook, or external automation service.
</Warning>

## When to use the Zoho Bigin voice AI integration

Use Zoho Bigin when:

* A small team manages prospects through one or more simple pipelines.
* Each inbound call should become a contact, pipeline record, note, or task.
* The owner needs a short summary and callback time instead of a full transcript.
* You want to prevent agents from making complex pricing or stage decisions.

<Tip>
  **Best first workflow:** Find or create the contact, attach the call summary to the matching pipeline record, and create a task with the agreed callback date.
</Tip>

## Before you begin

Prepare the following:

* A published DialNexa agent that has already passed a basic test call.
* Access to the DialNexa workspace **Integrations** page.
* A Zoho Bigin account with permission to read or update the required records.
* One test record that does not affect a live customer.
* A list of actions that can run automatically and actions that require human review.

## Choose how to connect Zoho Bigin

| Connection method                                   | Use it when                                                  | Important limit                                                             |
| --------------------------------------------------- | ------------------------------------------------------------ | --------------------------------------------------------------------------- |
| Workspace connector                                 | Zoho Bigin appears in your DialNexa **Integrations** page    | Available actions and authentication depend on your workspace               |
| [Custom function](/docs/agent-settings/custom-functions) | The agent needs Zoho Bigin data during the live conversation | Keep the request fast and return only the fields the agent needs            |
| [Agent webhook](/docs/api-access/agent-webhooks)         | Zoho Bigin should receive a result after the call            | Your endpoint must authenticate, retry safely, and prevent duplicate writes |
| External automation                                 | The workflow spans Zoho Bigin and several other systems      | Monitor the external workflow separately from the DialNexa call             |

## Build the Zoho Bigin voice AI workflow

1. Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
2. Choose the connection method from the table above.
3. Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
4. Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
5. Store the destination record URL or ID with the call result so your team can trace the handoff.
6. Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.

## Data to map between DialNexa and Zoho Bigin

* Contact ID, phone number, email, company, pipeline, stage, and owner
* Call ID, outcome, concise summary, product interest, and caller language
* Pipeline record ID and next activity date
* Consent status and preferred contact channel

## High-value Zoho Bigin voice AI workflows

| Call outcome                              | Bigin result                                                      | Human control                                   |
| ----------------------------------------- | ----------------------------------------------------------------- | ----------------------------------------------- |
| New prospect calls                        | Create a contact and pipeline record in the correct team pipeline | Review duplicate or incomplete matches          |
| Prospect requests more information        | Add a note and create a follow-up task                            | Let the owner choose what to send               |
| Existing opportunity confirms a next step | Update the next activity and approved fields                      | Keep stage and deal amount changes human-owned  |
| Caller is not a fit                       | Save a clear disposition                                          | Require review before closing a pipeline record |

## Verify the Zoho Bigin integration

Run a test call and confirm that:

1. The workflow finds the intended Zoho Bigin record instead of creating a duplicate.
2. Only the approved fields change.
3. The DialNexa call ID is stored for traceability and retry protection.
4. A failed request creates a visible error or human-owned task.
5. The receiving owner can open the Zoho Bigin record and understand the next step without reading the full transcript.

## Troubleshoot Zoho Bigin integration issues

| Problem                                  | What to check                                                                                                                                     |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| Zoho Bigin is not shown in the dashboard | Use a custom function, webhook, or external automation service, or [request the integration](/docs/dashboard-integrations/requesting-new-integrations) |
| Authentication fails                     | Reconnect the account and verify scopes, workspace ownership, and token expiry                                                                    |
| No matching record is found              | Normalize phone numbers and email addresses, then define a clear create-versus-review rule                                                        |
| Duplicate updates appear                 | Use the DialNexa call ID as an idempotency key and make retries safe                                                                              |
| The live call becomes slow               | Move nonessential writes to a post-call webhook and keep live lookups small                                                                       |

## Related pages

* [DialNexa integrations overview](/docs/integrations/overview)
* [Connect dashboard integrations](/docs/dashboard-integrations/connecting-integrations)
* [Use integrations in agents](/docs/dashboard-integrations/using-integrations-in-agents)
* [Use integrations in workflows](/docs/dashboard-integrations/using-integrations-in-workflows)
* [Integration workflow tutorials](/docs/tutorials/integration-workflows)