Zoho SalesIQ: Meets Bigin Convert Website Chats into CRM Deals

Hi everyone,

Zoho unveils the brand-new Zoho SalesIQ + Bigin integration—a seamless way to turn website chats into trackable sales opportunities in just a click.

With this update, every chat session with a website visitor can be captured, followed up, and converted—ensuring no lead goes unnoticed.

Enter the SalesIQ + Bigin Integration

This new integration bridges the gap between live engagement and structured sales follow-up.

Let’s see how it transformed Zylker’s sales process in action 👇

A Day in the Life: How It All Comes Together

John, a potential buyer, lands on Zylker’s property listing page, eyeing a cozy two-bedroom apartment. He starts a conversation with Patricia, the live chat operator, through the SalesIQ widget.

Patricia chats with John in real time, providing property specs and answering his questions. But what truly signals John’s interest is this:

He’s visited the site multiple times this week.

He’s explored seven similar listings and spent over an hour browsing.

His lead score hits 500, matching their ideal customer profile.

Patricia sees the potential. Without leaving the chat window, she adds John to Bigin as a contact.

Problem 1 - Every serious lead is now safely recorded in their CRM.

1. Right after, she logs a follow-up task in Bigin for a sales rep to book a property tour with John.

 Problem 2 - Follow-ups are now timely, organized, and never forgotten.

1. The entire chat transcript is automatically attached to John’s contact profile, giving the sales rep complete context.

 Problem 3 - Sales now picks up where chat left off, no repetition needed.

1. Later that week, when John visits again, SalesIQ immediately recognizes him, displaying his full Bigin contact details to the next available operator.

 Problem 4 -  Returning visitors are greeted as known prospects, not strangers.

 The Result?

What could’ve been a vague chat that ended with “I’ll think about it,” has now evolved into a documented sales opportunity in Bigin—with full context, tasks, and a clear next step toward closing.

NOTE: Visitors can be pushed as contacts manually by operators as provided in the above use case, or they can also be pushed automatically (integration settings or even using SalesIQ's Zobot) based on business needs.

Integration highlights that help your business

Zero lead leakage: Instantly turn chat prospects into Bigin contacts—manually or automatically.

Seamless follow-ups: Create CRM tasks during the chat itself.

Full visibility: Chat transcripts and visitor data stay with the contact in Bigin.

Smarter engagement: Instantly identify returning CRM contacts on your site.

 Begin contact details for returning CRM contacts, enabling personalized engagement.

Check out the video below to set up this integration. 

For Further information, visit www.pfc-group.com

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