Bigin by Zoho CRM logo
Small Business CRM Integration

Turn Every Call Into A Bigin Pipeline Move

Marlie AI answers your calls, qualifies leads, and pushes Contacts and Pipeline records into Bigin by Zoho — so your sales pipeline is always current without anyone logging a call manually.

Pipeline-first AI receptionist for Bigin users

Pipeline-first AI receptionist for Bigin users

Bigin keeps small business sales simple by focusing on the pipeline — not bloated CRM features. The catch is the same as every CRM: it only works if every lead and call actually lands inside it. Phone calls are usually where that breaks down.

Marlie AI fills the gap. Inbound calls are answered, qualified, and pushed into Bigin as Contacts and Pipeline records with stage, source, and notes already filled in. Your team opens Bigin to a clean pipeline that reflects real call activity from the last 24 hours.

What You Get with Marlie + Bigin by Zoho CRM

Everything you need to connect your phone calls with Bigin by Zoho CRM — fully automated, zero manual work.

Auto-Create Contacts

Every inbound caller becomes a Bigin Contact with name, phone, email, and the qualifying data Marlie collected.

Pipeline & Stage Routing

Qualified callers are pushed into the right Bigin Pipeline at the right starting stage based on intent and call outcome.

Call Logging As Activities

Every call is logged as a Bigin activity with summary, transcript, and recording link attached to the Contact.

Custom Field Mapping

Map qualifying answers — service, budget, urgency, source — into Bigin custom fields for clean segmentation and reporting.

Smart Deduplication

Returning callers update existing Bigin Contacts instead of creating duplicates, preserving Pipeline history.

Real-Time Sync

Contacts and Pipeline records appear in Bigin within seconds of the call ending — your team sees movement live.

How It Works

Get up and running with Bigin by Zoho CRM in minutes — no coding required.

1

Connect Bigin

Authenticate Bigin from the Marlie dashboard via Zoho OAuth. Works with Express and Premier editions.

2

Pick Pipeline & Stages

Choose which Bigin Pipeline new records land in, the starting stage, and how custom fields map to call data.

3

Marlie Answers & Qualifies

Every inbound call is answered 24/7. Marlie runs your qualification flow and detects deal intent.

4

Bigin Stays Current

New Contacts and Pipeline records appear in Bigin in real time, ready for your team to take the next step.

Built for Real Scenarios

See how businesses use Marlie + Bigin by Zoho CRM to capture more leads and streamline operations.

Solo Founders & Small Teams

Scenario

A founder runs sales solo and can't answer every inbound call while also doing the work.

Outcome

Marlie answers, qualifies, and pushes the lead into Bigin so the founder opens the pipeline to a clean list of warm follow-ups instead of a missed-call log.

Service-Based SMBs

Scenario

A small services business gets calls during the day and after hours from prospects asking for quotes.

Outcome

Marlie qualifies service type, location, and urgency, creates a Bigin Pipeline record, and books a quote call on the calendar.

Migrating From A Spreadsheet

Scenario

A growing business just moved from a spreadsheet to Bigin and needs every lead captured cleanly.

Outcome

Marlie ensures every phone lead lands in Bigin from day one with consistent fields, source attribution, and notes — no manual entry.

Frequently Asked Questions

Common questions about the Marlie AI + Bigin by Zoho CRM integration.

Which Bigin editions are supported?

Marlie works with Bigin Express and Premier — any plan with API access and pipeline automation enabled.

Does this require a separate Zoho CRM license?

No. Bigin is a standalone product within the Zoho family. You only need Bigin to use this integration.

Can Marlie create records in multiple Pipelines?

Yes. Route different call intents to different Bigin Pipelines — for example, sales vs. support — with stage rules per pipeline.

Will Marlie create duplicate Contacts in Bigin?

No. Marlie matches callers to existing Bigin Contacts by phone and email and updates the existing record instead.

Can Marlie populate Bigin custom fields?

Yes. Map any call data point to any Bigin custom field from the Marlie dashboard — no code required.

Are call recordings stored in Bigin?

Transcripts and summaries are written to the Bigin activity. Full recordings stay in Marlie and are linked from the activity record.

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What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + Bigin by Zoho Integration | AI Receptionist For Small Business CRM