Delegmate for Zoho Bigin

An AI teammate that works in Zoho Bigin

An AI teammate with its own Google Workspace account. Connect Zoho Bigin and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Zoho Bigin

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

What it does in Zoho Bigin

Keeps Zoho Bigin records current after every email, call and meeting
Adds new leads and contacts with the context from the conversation
Moves deals forward and logs every activity
Prepares a brief on an account before you talk to them

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Zoho Bigin
From its Apps tab in a click, with the Zoho Bigin account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Sales SaaS and tech Agencies

Questions

How does it connect to Zoho Bigin?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Zoho Bigin account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Zoho Bigin without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Zoho Bigin seat?

No. It works through the connection your team sets up, so there is no extra Zoho Bigin seat to buy for it.

Is Delegmate made by Zoho Bigin?

No. Delegmate is independent and is not affiliated with or endorsed by Zoho Bigin. Zoho Bigin is a trademark of its owner.