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Overview

Set up Zoho Bigin with ContactSwing to run multi-channel campaigns from within your CRM and leverage AI agents.
1

Go to Integrations section

Locate and select the Integrations section within ContactSwing. This area lets you connect external services to enhance AI Agents’ capabilities.Integrations section
2

Select Zoho Bigin

Click Zoho Bigin and enter your credentials.
  • Username/Password: Use your Zoho Bigin login details (API authentication).
Zoho Bigin connection
3

Finalize connection

Click Connect to complete the integration. ✨

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Run Campaigns from Zoho Bigin

Install ContactSwing app from Zoho Marketplace, then execute campaigns directly:
1

Install ContactSwing app

In Zoho Bigin: Settings → Marketplace → Search ContactSwing → Install.
2

Run campaigns

  1. Go to Contacts and select contact(s).
  2. Click ContactSwing in the actions menu.
  3. Choose channel: Call, SMS, Email, or WhatsApp.
  4. Select campaign, touchpoint, and assistant.
  5. Fill details and initiate.
Example Flow:
  1. Connect Zoho Bigin in ContactSwing Integrations.
  2. In Zoho Bigin, select contacts → ContactSwing.
  3. Pick pre-built campaign → Execute.

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Key Features

  • Campaign execution: Multi-channel (calls, SMS, email, WhatsApp) from Zoho Bigin UI.
  • Bulk outreach: Mass SMS, emails, WhatsApp, auto-dial for promotions/follow-ups.
  • Single actions: Quick calls/SMS/emails per contact.
  • No data import: Data stays in Zoho Bigin; ContactSwing executes actions only.
  • Campaign import: Design in ContactSwing, run from Zoho Bigin.

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Use Cases

  • Sales: Instant lead follow-ups 📞
  • Support: Status updates 📨
  • Marketing: Bulk campaigns 📢
  • Account Managers: Personalized outreach 🤝