Bigin

Estimated reading: 3 minutes

Bigin Integration

The AFI plugin lets you connect your WordPress forms to Zoho Bigin CRM, allowing automatic record creation in your Bigin modules. When someone fills out a form on your site, the data is instantly sent to your Bigin account to add or update a record.

This is ideal for capturing leads, creating contacts, or logging deals directly from form submissions.

✅ Supported Features

Add or update a record in your selected Zoho Bigin module
(e.g., Contacts, Accounts, Deals, Tasks)

🔧 How To Setup

Step 1: Connect Your Bigin Account

Before you can create an integration, you must connect your Zoho Bigin account via OAuth.

Go to AFI → Settings → General
Enable Bigin from the platform list and click Save Changes
A new Bigin tab will appear at the top — click on it
Fill in the required credentials:

How to Get Bigin OAuth Credentials:

Go to Zoho API Console
Click Add Client and choose Server-based Applications
Fill in:
- Client Name (e.g., AFI Integration)
- Homepage URL (your website URL)
- Authorized Redirect URI – copy this from the Bigin tab in AFI settings
Click Create to get your Client ID and Client Secret
Paste these into the plugin settings

Select your Data Center (e.g., zoho.com, zoho.eu, etc.)
Click Authorize
You’ll be redirected to Zoho to approve access
Once approved, status will show Connected

Step 2: Create a New Integration

Go to AFI → Add New
You’ll land on the New Integration screen

🔹 Title

Name your integration (e.g., “Add Contact to Bigin”)

🔹 Trigger

Form Provider: Choose your form plugin (e.g., Contact Form 7, Elementor, WPForms)
Form/Task Name: Select the form you want to integrate

Step 3: Configure the Action

Platform

Select Bigin from the platform list

Task

Choose Add New Record

This action lets you create or update a record in the selected Bigin module.

Step 4: Map Fields

Once you choose the task, the following options will appear:

🔹 Select Owner

Select a Bigin user as the record owner

🔹 Select Module

Choose from available Bigin modules like:

Contacts
Accounts
Deals
Tasks
Events

🔹 Map Fields

After selecting a module, AFI will fetch all its available fields.

You can map:

Basic fields (e.g., Email, First Name, Phone)
Custom fields (in PRO)
Tags (in PRO)

Each left-hand field represents a Bigin field; the right-hand dropdown lets you map it to your form field.

🔹 PRO Field Support

Bigin PRO allows access to custom fields and tag management.

Step 5: Save Integration

Click Save Integration at the bottom.

You’re all set! Form submissions will now automatically add or update records in Zoho Bigin.

🔍 Troubleshooting

If your integration isn’t working as expected:

Go to AFI → Log
Find the request related to Bigin

Check for:

Was the correct data sent?
Was a module selected?
Did Zoho Bigin return an error?

Make sure:

OAuth connection status is Connected
The selected module exists and supports record creation
Required fields like Email, Account Name, or Contact Name are mapped and filled