# Zoho Bigin AI integration on Definable

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

## What this connects

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

Vendor: https://www.bigin.com

## Tools available

**54** tools available. First 12:

- `ZOHO_BIGIN_ADD_RECORDS` — Add Records — Tool to add new records to a module. Use when you need to programmatically insert one or more records into Bigin after confirming module name and field API names. Module-specific mandatory fields: - Tasks: Subject (required) - Events: Event_Title, Start_DateTime, End_DateTime (all required) - Calls: Subject, Call_Type (Outbound/Inbound/Missed), Call_Start_Time, Call_Duration (all required) - Contacts: Last_Name (required) - Other modules: Use Get Fields action to discover mandatory fields
- `ZOHO_BIGIN_ADD_TAGS_TO_RECORDS` — Add Tags to Records — Tool to add tags to a specific record in a module. Use when you need to categorize or label a record after creation or update.
- `ZOHO_BIGIN_CREATE_BULK_READ_JOB` — Create Bulk Read Job — Tool to create a bulk read job for exporting large amounts of data asynchronously. Use when you need to export records from a module that may exceed standard API limits. Returns a job ID that can be used to track progress and download results once complete.
- `ZOHO_BIGIN_CREATE_NOTES` — Create Notes — Tool to create notes and associate them with records in Zoho Bigin. Use when you need to add notes to contacts, accounts, pipelines, or other module records. Each note requires content, parent record ID, and the module name.
- `ZOHO_BIGIN_CREATE_RECORD_NOTES` — Create Record Notes — Tool to create new notes for a specific record. Use when you need to add notes to a Bigin record after confirming the module name and record ID.
- `ZOHO_BIGIN_CREATE_TAGS` — Create Tags — Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.
- `ZOHO_BIGIN_DELETE_ATTACHMENT` — Delete Attachment — Tool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.
- `ZOHO_BIGIN_DELETE_NOTE` — Delete Note — Tool to delete a note from a specific record. Use when you need to remove a note after confirming its record_id and note_id.
- `ZOHO_BIGIN_DELETE_NOTES` — Delete Notes — Tool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.
- `ZOHO_BIGIN_DELETE_RECORD` — Delete Record — Tool to delete a specific record from a module. Use when removing a single record after confirming its ID. Can also be used to delink related records.
- `ZOHO_BIGIN_DELETE_RECORD_PHOTO` — Delete Record Photo — Tool to delete a profile photo from a record. Use when you need to remove the photo associated with a specific record.
- `ZOHO_BIGIN_DELETE_RECORDS` — Delete Records — Tool to delete records from a module. Use when removing one or multiple records after confirming their IDs.

## Auth

Auth schemes: `OAUTH2`. Managed by Definable: `OAUTH2` — no client credentials required from the user.

## How agents use Zoho Bigin

Inside a Definable workflow, Zoho Bigin is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Zoho Bigin** — the Researcher (GPT-5.5) pulls context from Zoho Bigin (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Zoho Bigin** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Zoho Bigin (create record, post message, draft email).
- **Designer / Engineer → Distributor → Zoho Bigin** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Zoho Bigin (attach file, open PR comment, post status).

The Verifier checks every Zoho Bigin call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- contact management — https://definable.ai/apps/category/contact-management/

## Related

- HTML page: https://definable.ai/apps/zoho_bigin/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt
