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ConnectorZoho Bigin

Zoho Bigin integration for Claude and Codex

Create a Zoho Bigin connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

CategorySales & CRM

Use Zoho Bigin from Claude

Add the Zoho Bigin connection to a Space that runs Claude, then use it from every channel in that Space.

Use Zoho Bigin from Codex

Add the Zoho Bigin connection to a Space that runs Codex, then use it from every channel in that Space.

Use Zoho Bigin from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Sales & CRM

What the Zoho Bigin connector can do

Zoho Bigin is a simplified CRM built around pipelines, contacts, and companies for small teams that don't need a heavier system. With Zoho Bigin connected to a type.com Space, a rep can have the agent insert a new record into a module, tag it for easy filtering, or attach a note explaining the latest update, instead of opening Bigin separately to make the same edit.

One connection, many Spaces

Connect Zoho Bigin once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with Zoho Bigin in type.com

Add a new lead without leaving the thread

Insert a record into the right module as soon as a lead comes in through another channel.

Try asking
Add a new record to the Contacts module in Zoho Bigin for this lead, name and email included.

Tag a record for follow-up

Apply a tag to a contact or deal so it's easy to filter into a follow-up list later.

Try asking
Add the tag 'hot-lead' to this contact record in Zoho Bigin.

Leave context on a pipeline record

Attach a note to a record so the next person who opens it understands the latest status.

Try asking
Create a note on this Zoho Bigin deal saying the client asked for a revised proposal by Friday.

Representative actions

  • Add Records

    Inserts one or more new records into a specified Bigin module.

  • Add Tags to Records

    Applies tags to a record for easier categorization and filtering.

  • Create Bulk Read Job

    Starts an asynchronous export job for pulling large volumes of records out of a module.

  • Create Notes

    Attaches a note to a contact, account, pipeline, or other module record.

  • Create Record Notes

    Adds a note to a specific record once its module and record ID are confirmed.

Connection

API and auth details

Zoho Bigin APIs support pipeline-centric CRM workflows such as contacts, companies, products, events, calls, pipelines, records, data-center-specific endpoints, and OAuth access-token authorization.

FAQ

Questions people ask before connecting Zoho Bigin

Can Claude add records to Zoho Bigin?

Yes. With a Zoho Bigin connection shared to a type.com Space, the agent can add records, apply tags, and attach notes directly from a thread.

How does type.com sign in to Zoho Bigin?

Zoho Bigin uses OAuth. You sign in once while creating the connection, and an admin then decides which Spaces can use it.

Can Zoho Bigin exports run on a schedule?

Yes. A type.com automation can kick off a bulk read job on a recurring basis, for example a weekly export of new pipeline records.

Is this the same as a Zoho Bigin MCP server?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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