Zoho Bigin

@zoho-bigin show me all contacts tagged 'enterprise' that we've added in the last 30 days

I found 14 contacts tagged 'enterprise' created since December 15. Here's a summary: 8 are in active pipeline stages (3 in 'Qualification', 5 in 'Proposal'), 4 are marked 'On Hold', and 2 have no associated deals yet. The most recent addition is Acme Corp (added Jan 10), currently in Qualification with an estimated deal value of $45K. Would you like me to pull full details on any specific contact or filter by pipeline stage?

This example combines record search with tag filtering—a common workflow for segmenting leads. Requires OAuth scope for reading Contacts module. Note that Bigin's tag system is module-specific, so tags created for Contacts won't appear on Deals. Response time depends on your account's total contact count.

@zoho-bigin create a new contact for Sarah Chen at Northwind Traders, email sarah.chen@northwind.example, and tag it 'inbound-demo'

Contact created successfully. Sarah Chen is now in your Bigin Contacts module (ID: 5234710000001847001) with email sarah.chen@northwind.example. I've applied the 'inbound-demo' tag. Since this is a new contact, no deals are associated yet—would you like me to create a pipeline entry or log a follow-up task? Note: I used default field mappings; if Northwind Traders needs a specific account record or custom fields (like 'Lead Source'), let me know and I'll update.

Demonstrates record creation plus tagging in one prompt. Bigin requires field API names to match exactly—common gotcha: 'Company' vs 'Account_Name'. If the tag 'inbound-demo' doesn't exist, the MCP will create it automatically. This writes to your CRM, so confirm the contact doesn't already exist to avoid duplicates.

@zoho-bigin pull all deleted contacts from the last 14 days and summarize why we're losing leads at the top of the funnel

Retrieved 9 deleted contacts from the past two weeks. Deletion reasons (from notes/activity logs before removal): 5 marked 'duplicate entry', 2 'unqualified—outside target market', 1 'requested removal (GDPR)', and 1 with no reason logged. The duplicates suggest a data-entry issue, possibly from form submissions without deduplication. The 'unqualified' deletions align with your ICP criteria, so those are expected. Recommendation: add a duplicate-check step in your intake workflow to reduce noise in the pipeline.

Showcases the audit trail tool—useful for diagnosing process leaks. Bigin keeps deleted records in 'recycle' status for 60 days, then marks them permanent (120-day total retention). This example pairs MCP data retrieval with AI reasoning to surface patterns. Requires read access to the Recycle Bin; some Bigin plans restrict this feature.

When Bigin beats a spreadsheet for lead intake

A 3-person sales team at a SaaS startup gets 40-60 inbound leads a week from webinar signups, demo requests, and cold outreach replies. They need to tag each lead by source and urgency before the first call. Bigin's Create Tags and Add Tags to Records tools let Switchy auto-tag leads as they arrive—no manual copy-paste from a form to a CRM row. The OAuth2 setup takes 10 minutes; after that, the team saves 2 hours a week on data entry. If your lead volume is under 20 a week, a shared Notion database is simpler. Above 40, Bigin's tagging and record history justify the switch. Set it up once and let Switchy handle the busywork.

Use Bigin when support needs file-level traceability

A 5-person customer success team at a B2B logistics platform tracks support tickets in Bigin, attaching shipping docs, invoices, and screenshots to each contact record. Every quarter, they audit which attachments are still relevant and delete outdated files to stay under storage limits. Switchy's Get Attachments and Delete Attachment tools let the team pull a list of all files on a record, review them in Slack, and remove the stale ones without opening Bigin's UI 40 times. The Get Deleted Records tool also helps recover accidentally removed files within 60 days. If your team rarely attaches more than one file per contact, this workflow is overkill—use email threads instead. But if you're managing 10+ attachments per customer and need a clean audit trail, Bigin's attachment tools are the right call.

When bulk record deletion saves hours of clicking

A 4-person event marketing team at a conference company imports 200+ leads after each trade show, but 60% turn out to be duplicates or unqualified contacts. Two weeks post-event, they need to purge the junk records before the next show's data arrives. Bigin's Delete Records tool lets Switchy remove multiple records in one command after the team confirms the IDs in a shared doc. The Get Deleted Records tool gives them a safety net—if they accidentally nuke a real lead, they can restore it within 60 days. If your team only deletes 5-10 records a month, the native Bigin UI is faster. But if you're cleaning up 50+ records after each campaign cycle, Switchy's bulk delete saves 90 minutes of manual clicking and reduces the risk of RSI from checkbox fatigue.