Bigin + Emergent

The Bigin and Emergent integration enables users to build and deploy custom small business CRM applications and automated workflows by prompt, combining Emergent's full-stack vibe coding capabilities with Bigin's streamlined pipeline-centric sales platform. This allows small business owners, sales teams, and entrepreneurs to create advanced lead management systems, cross-platform sales automation, customer engagement workflows, and multi-tool orchestration around their Bigin operations without boilerplate code or complex setup.

With Emergent, you can:

• Read and write Bigin contacts, deals, pipelines, activities, and products with all properties including custom fields, pipeline stages, and booking data.

• Create automated cross-platform workflows and multi-system CRM data synchronization across communication, accounting, and marketing tools.

• Trigger real-time automations with Bigin webhooks when deals are created, pipeline stages change, contacts are updated, or activities are completed.

• Combine Bigin with tools like Slack, Google Sheets, Mailchimp, QuickBooks, and Zapier in one unified workflow.

• Deploy instantly with secure key vaults, versioning, monitoring, and analytics.

About Bigin

Bigin by Zoho is a streamlined CRM designed specifically for small businesses and startups that need powerful sales management without enterprise complexity. With pipeline-centric workflows, multichannel communication, and AI-powered features including intelligent call transcripts and automated task generation, Bigin simplifies customer relationship management from lead capture to deal closure. The platform combines contact management, customizable sales pipelines, workflow automation, booking pages for scheduling, and integrated reporting in an intuitive system, enabling small teams to manage customer relationships, track deals, automate follow-ups, and grow revenue with seamless integrations across 50+ popular business applications.

The Bigin API enables developers to:

• Authenticate using OAuth with access tokens passed in Zoho-oauthtoken authorization headers for secure programmatic access.

• Query contacts, deals, pipelines, activities, products, and custom modules with advanced filtering, COQL queries, and metadata retrieval.

• Create or update contact records, deal information, pipeline stages, activity tracking, and workflow configurations programmatically.

• Manage complex sales operations with support for team pipelines, custom fields, workflow automation, booking integration, and multichannel communication.

• Subscribe to real-time events through Notification APIs with webhooks for deal updates, contact changes, pipeline stage transitions, and activity completions.

Why Integrate Bigin with Emergent

Connecting Bigin directly often requires setting up OAuth authentication with Zoho credentials, managing access token refresh, mapping CRM schemas with custom fields and pipelines, handling webhook configurations, synchronizing sales data across accounting and marketing platforms, and building custom dashboards or sales reporting interfaces. Each integration can quickly turn into a substantial development project requiring CRM and small business software expertise.

Emergent removes that complexity:

• Build by prompt: Describe the Bigin app you want and the sales workflows you need. Emergent automatically scaffolds the UI, orchestration, data models, and integrations.

• Schema-aware mapping: Emergent understands Bigin's data structure including contacts, deals, pipelines, activities, custom fields, products, and booking data, helping you map CRM information accurately across communication, accounting, and marketing platforms.

• Secure by design: Features include encrypted key vaults for OAuth tokens and access credentials, environment isolation, role-based access, and audit-friendly logs, making it suitable for small businesses with customer data privacy and sales compliance requirements.

• Real-time workflows: Webhooks via Notification APIs, retries, backoff, caching, batching, and error handling are built in for reliability and consistency across deal processing and contact management.

• Orchestrate multiple tools: Combine Bigin with Slack, Google Sheets, Mailchimp, QuickBooks, and Zapier to build complete systems such as unified sales platforms, automated lead-to-invoice flows, customer engagement hubs, and cross-functional business operations dashboards.

How Emergent Works with Bigin in Real Time?

STEP 1: Describe your app

Example: "Build a sales operations hub that syncs Bigin deals with QuickBooks invoices, sends Slack notifications when high-value deals close, exports pipeline metrics to Google Sheets for analysis, triggers Mailchimp campaigns for new contacts, and connects with Zapier for cross-platform automation."

STEP 2: Declare integrations

Say "Bigin + QuickBooks + Slack + Google Sheets + Mailchimp + Zapier." Emergent sets up providers, authentication, and recommended connection methods including OAuth with Zoho-oauthtoken headers.

STEP 3: Secure credentials

Provide your Bigin OAuth credentials (Client ID and Client Secret) from the developer console. Keys are stored in an encrypted vault with environment isolation for development, staging, and production.

STEP 4: Select data sources and map properties

Emergent automatically introspects your Bigin workspace, including contacts, deals, pipelines, activities, products, custom fields, and team configurations.

It then guides you to map properties accurately such as Bigin deals to invoices, pipeline stages to sales processes, contact data to marketing lists, and activity tracking to task management systems.

STEP 5: Real-time and scheduled flows

Configure event triggers using Bigin Notification APIs with webhooks for deal creation, pipeline stage changes, contact updates, or activity completions. Set up scheduled syncs or define on-demand actions such as button clicks in the app.

STEP 6: Test and preview

Run test queries, simulate webhook payloads, validate deal synchronization and contact management workflows, check logs, and automatically handle OAuth token refresh and rate limits.

STEP 7: Deploy

Deploy your app with one click, complete with versioning, monitoring, error alerts, and usage analytics. You can easily roll back or iterate on prompts.

STEP 8: Expand

Add new steps like AI-powered lead scoring, automated follow-up sequences, or predictive deal closure forecasting. Connect additional tools and integrate new pipelines without any rewrites.

Popular Bigin + Emergent Integration Use Cases

1. Build a Sales Team Notification System Using Emergent with Bigin + Slack Integration

Overview: Keep sales teams instantly informed by posting Slack notifications when Bigin deals move through pipeline stages, high-value contacts are created, or activities are overdue for proactive sales management.

How it's built with Emergent:

• Write your prompt: Describe the app you want (e.g., "Send Slack alerts when Bigin deals reach closing stage, high-value contacts are created, or sales targets are hit").

• Declare integrations: Choose Bigin + Slack Integration.

• Share credentials securely: Connect Bigin OAuth credentials and authorize Slack via OAuth.

• Select data sources and map properties: Emergent detects Bigin deal events and formats Slack message content with deal details, contact information, pipeline stages, and revenue values.

• Set triggers and schedules: Configure Bigin webhooks for real-time deal updates and pipeline stage transitions.

• Test and preview: Validate Slack message formatting, channel routing, and alert condition logic.

• Deploy: One-click deploy with webhook monitoring and error alerts.

• Expand: Add win celebration messages, lost deal analysis prompts, or territory performance updates.

Outcome: Real-time sales visibility, faster deal response times, proactive pipeline management, and complete team transparency without manual CRM monitoring or email overload.

2. Build a Sales Analytics Dashboard Using Emergent with Bigin + Google Sheets Integration

Overview: Export Bigin pipeline and deal data to Google Sheets to analyze conversion rates, track team performance, and forecast revenue with automated updates for sales reporting.

How it's built with Emergent:

• Write your prompt: "Export Bigin deals and pipeline metrics to Google Sheets for real-time sales analytics and forecasting."

• Declare integrations: Pick Bigin + Google Sheets Integration.

• Share credentials securely: Connect Bigin API credentials and authorize Google Sheets via OAuth.

• Select data sources and map properties: Match Bigin deal fields to Sheets columns including deal amounts, pipeline stages, contact sources, win probabilities, and close dates.

• Set triggers and schedules: Sync on scheduled intervals for daily pipeline reports and weekly performance summaries.

• Test and preview: Verify data mapping, calculation accuracy, and pipeline metric tracking.

• Deploy: Activate automated CRM-to-sheets synchronization with error handling and monitoring.

• Expand: Add funnel conversion analysis, sales velocity calculations, or rep performance rankings.

Outcome: Real-time sales insights, flexible analytics workflows, data-driven coaching, and executive-ready reporting without manual CSV exports or dashboard limitations.

3. Build a Customer Marketing System Using Emergent with Bigin + Mailchimp Integration

Overview: Automatically sync Bigin contacts with Mailchimp and trigger personalized nurture campaigns based on pipeline stages, customer segments, and deal values.

How it's built with Emergent:

• Write your prompt: "Add Bigin contacts to Mailchimp campaigns based on pipeline stages and trigger nurture sequences."

• Declare integrations: Select Bigin + Mailchimp Integration.

• Share credentials securely: Authorize Bigin OAuth credentials and Mailchimp API credentials.

• Select data sources and map properties: Link Bigin contact fields to Mailchimp subscriber properties, pipeline stages to audience segments, and custom fields to merge tags.

• Set triggers and schedules: Auto-add contacts when deals reach specific stages or scheduled updates for segment refreshes.

• Test and preview: Validate audience syncing, segmentation accuracy, and campaign triggers.

• Deploy: One-click deploy with version tracking and error handling.

• Expand: Add win-back campaigns, referral requests, or product education sequences.

Outcome: Automated marketing nurture, personalized customer communication, higher conversion rates, and increased customer lifetime value without manual list management or campaign setup.

4. Build a Financial Integration System Using Emergent with Bigin + QuickBooks Integration

Overview: Sync Bigin closed deals with QuickBooks to automatically generate invoices and estimates, creating a seamless bridge between sales operations and accounting workflows.

How it's built with Emergent:

• Write your prompt: "Sync Bigin closed deals with QuickBooks invoices and automate billing workflows."

• Declare integrations: Choose Bigin + QuickBooks Integration.

• Share credentials securely: Connect Bigin API credentials and QuickBooks OAuth credentials.

• Select data sources and map properties: Map Bigin deal records to QuickBooks invoice data, contact information to customer records, product details to line items, and deal values to invoice amounts.

• Set triggers and schedules: Auto-create invoices when Bigin deals reach Won status or scheduled syncs for payment tracking.

• Test and preview: Validate invoice generation, customer matching, and payment status syncing.

• Deploy: One-click deploy with comprehensive financial monitoring.

• Expand: Add payment reminders, revenue recognition tracking, or profitability analysis.

Outcome: Streamlined sales-to-finance workflows, automated invoicing, accurate revenue tracking, and complete financial visibility without manual data entry or invoice creation.

5. Build a Multi-Platform Automation Hub Using Emergent with Bigin + Zapier Integration

Overview: Connect Bigin to thousands of apps through Zapier while keeping custom business logic, advanced routing rules, and centralized workflow automation in Emergent.

How it's built with Emergent:

• Write your prompt: "Create a Bigin automation hub that triggers Zapier workflows with custom logic for lead routing and deal management."

• Declare integrations: Select Bigin + Zapier Integration.

• Share credentials securely: Connect Bigin OAuth credentials and Zapier API credentials.

• Select data sources and map properties: Link Bigin contacts and deals to Zapier triggers with custom field mappings, pipeline-based routing, and conditional business logic.

• Set triggers and schedules: Auto-trigger Zapier workflows when specific Bigin events occur with filtered conditions based on deal value, contact source, or pipeline stage.

• Test and preview: Validate trigger conditions, data transformations, and multi-step automation workflows.

• Deploy: One-click deploy with version tracking and comprehensive logging.

• Expand: Add AI-powered lead qualification, dynamic territory assignment, or intelligent follow-up scheduling.

Outcome: Unlimited integration possibilities, custom sales logic, centralized automation management, and small business-grade reliability beyond standard Zapier connections.