CRM Integration
Best AI Assistant for Zoho Bigin
Carly is an AI assistant that connects to Zoho Bigin so new contacts and deals land in your pipelines from forms and emails, calls and meetings get noted on the right record, files get attached, and stale deals get chased — by email, text, or as workflows that run on their own.
Try Carly →What Carly can do with Zoho Bigin
Create contacts and deals automatically
Website forms, inbound emails and booked calls become Bigin contacts and pipeline records, tagged by source, with a first reply sent.
Move deals when customers say yes
When a signed quote or payment arrives, Carly updates the deal stage and attaches the paperwork to the record, so the pipeline matches reality.
Note every call and meeting
After a call, tell Carly what happened, or let your notetaker send the summary, and she adds it to the right record with a follow-up task.
Chase deals that stall
Every week Carly lists deals with no movement and drafts a check-in email for each, so nothing sits in the pipeline forgotten.
Why small businesses are adding AI to Bigin
Bigin is Zoho's CRM for small teams: contacts, companies, pipelines and tasks without the weight of a full CRM. It's quick to set up and still slow to keep current. A customer emails and the contact never gets created. A deal moves on a phone call and the pipeline doesn't. The signed quote is in your inbox, not on the deal. By Friday, the pipeline shows last week.
AI for Bigin should be the person who keeps it tidy: creating records the moment someone gets in touch, moving deals when the email says yes, attaching the paperwork, and pointing out the deals nobody has touched.
How Carly works as your Zoho Bigin assistant
Carly connects to Bigin with a one-click Zoho sign-in. She can read every module in your Bigin account, including contacts, companies, pipelines and tasks, and get, add, update and delete records, tag them, and upload, download and remove attachments.
Ask by email or text: "Add Maria Lopez from Brightside Dental as a contact and open a deal in the Sales pipeline for the annual plan, $6,000." Or set it up as a workflow. When someone fills in your website form, Carly creates the contact and the deal and sends them a reply. When a customer emails a signed quote, she attaches the PDF to their deal and moves it to Won. Every Monday morning, she lists deals that haven't moved in two weeks and drafts a check-in email for each.
Carly connects Bigin to the rest of your tools, too: booked calls from your calendar become deals, invoices from Zoho Books or QuickBooks update the record, and new contacts get tagged by where they came from so you know which channels work.
Who uses Carly with Zoho Bigin
Small service businesses, agencies and B2B teams using Bigin as their first CRM. Owners who sell and deliver and never have time to update the pipeline. Teams already on Zoho Mail, Zoho Books or Zoho Desk who want Bigin to stay in step. Anyone running more than one Bigin organization, which Carly can hold side by side.
See it in action
How to connect Zoho Bigin to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Zoho Bigin
Authorize the Zoho Bigin integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Zoho Bigin. She handles the rest.
Automate Zoho Bigin in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Zoho Bigin?
Carly connects to Bigin with a Zoho sign-in and creates and updates contacts, companies, deals and tasks, tags records, and manages attachments. You ask by email or text, or let workflows keep Bigin current from your forms, inbox and calendar.
Can AI add contacts to Bigin from emails and forms?
Yes. Carly can create Bigin contacts and deals the moment a form is submitted or a new customer emails you, tag them by source, and send the first reply.
Can Carly attach files to Bigin records?
Yes. Carly can attach a signed quote, proposal or contract from your email to the matching record, and download attachments when you need them.
Does Carly work with Bigin outside the US data center?
Yes. When you connect, choose your Zoho region, such as com, eu, in or au, to match your Bigin sign-in address.
Does Carly work with more than one Bigin account?
Yes. Connect each Bigin organization and Carly reaches all of them from one conversation or one workflow.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."