A customer calls, Rosie answers, and you get the details by text or email — but Bigin has no idea the call happened. If Zoho Bigin is where you keep track of your customers, that's a gap you end up filling in by hand, or not at all.
Connect Bigin to Rosie and every call logs itself. Rosie recognizes callers who are already in your contacts, creates a contact for first-time callers, and adds each call to the right record. Texts and website chats get logged too.
Setup takes about a minute, it's included on every Rosie plan, and it works on every Bigin plan — including free.
How It Works
Connect Zoho Bigin from the Integrations page in Rosie.
When a call ends, Rosie looks the caller up in Bigin by phone number.
If they're already a contact, the call is added to their record. If they're new, Rosie creates the contact first.
The call appears as a note on the contact, with a summary of what was discussed and a link back to the full call details in Rosie.
That's it. There's nothing to configure in Bigin and nothing new to teach Rosie.
Connecting Zoho Bigin
In Rosie, go to Integrations and select Zoho Bigin.
Select Connect. You'll be redirected to Zoho to give Rosie permission to view and create contacts and add notes.
Log in with the Zoho account your business uses.
Select Accept. Once connected, Rosie starts logging new calls right away.
What Gets Logged
Calls — every call Rosie answers becomes a note on the contact in Bigin, with a summary of the conversation and a link to the full details in your Rosie dashboard.
Texts and website chats — each conversation gets logged as a note too, with the full summary — one note per conversation.
New callers — first-time callers become new Bigin contacts automatically, with their name and phone number filled in. If a caller doesn't share their name, you still get the contact — it's saved as "Unknown Caller" with their phone number, and Rosie fills in the real name if they give it on a later call.
Existing contacts — Rosie matches by phone number, so there are no duplicates. If a contact is missing a name, Rosie fills it in; she never overwrites information you already have.
Disconnecting
You can disconnect anytime from the Integrations page — open Zoho Bigin and select Disconnect. Rosie stops logging immediately. Everything she's already added to Bigin stays right where it is.
FAQs
Which Bigin plan do I need?
Any plan works, including free.
I use Zoho CRM, not Bigin. Which integration should I connect?
They're separate integrations — connect the one your business actually uses.
What happens if the caller is already in my Bigin?
Rosie finds them by phone number and adds the call to their existing record — no duplicate contacts.
Can Rosie book appointments in Bigin?
No — this integration logs calls, texts, chats, and contacts. Appointment booking works through your connected calendar, same as always.
Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.
Does this cost extra?
No. CRM integrations are included on every Rosie plan.
Need Help?
If you have questions or run into any trouble connecting Zoho Bigin, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.