Bigin by Zoho CRM
Filament

Ask questions about your Bigin by Zoho CRM data

Connect Bigin by Zoho CRM to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Bigin by Zoho CRM tracks your contacts, deals, and pipeline stages, but understanding which marketing channels create your highest-value customers or how lead response time affects close rates requires connecting to your advertising and analytics tools. Filament links Bigin data to your marketing platforms and answers questions about attribution, conversion patterns, and pipeline performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Bigin by Zoho CRM KPIs with Filament Analytics

Connect your Bigin by Zoho CRM account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Bigin by Zoho CRM metrics you can track in Filament:

Contacts
Track individual contact records with email addresses, phone numbers, custom fields, lead sources, and engagement history to analyze lead quality and conversion patterns.
records:
emailphonelead_sourcecontact_ownercreated_timemodified_time
Companies
Monitor account relationships with industry classifications, annual revenue, employee count, and relationship status to segment your customer base and identify growth opportunities.
records:
account_nameindustryannual_revenuenumber_of_employeesaccount_owner
Deals
Analyze sales pipeline with deal amounts, pipeline stages, close dates, probability scores, and deal owners to track velocity and forecast revenue.
records:
deal_nameamountstageclosing_dateprobabilitydeal_owner
Products
Track product catalog with SKUs, pricing tiers, product categories, and price books to understand which offerings drive the most revenue.
records:
product_nameproduct_codeunit_priceproduct_categoryproduct_active
Tasks
Monitor sales activities with task types, due dates, completion status, and assigned owners to measure team productivity and follow-up effectiveness.
records:
subjectdue_datestatusprioritytask_ownerrelated_to
Notes
Access conversation history and attachments linked to contacts, companies, and deals to understand customer interactions and relationship depth.
records:
note_titlenote_contentparent_idcreated_bycreated_time
Calls
Review call logs with duration, outcome, call purpose, and related records to analyze outreach effectiveness and response rates.
records:
subjectcall_durationcall_typecall_resultcall_ownerrelated_to
Email Activity
Track email engagement with sent dates, open rates, click activity, and recipient responses to measure communication effectiveness across your pipeline.
records:
subjectsent_timeopenedclickedfrom_emailto_email
Users
Monitor team structure with user roles, permissions, and activity levels to understand capacity and performance across your sales organization.
records:
full_nameemailroleprofilestatuscreated_time
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Combine Bigin by Zoho CRM with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Bigin by Zoho CRM lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Bigin by Zoho CRM data gets even more powerful when combined with other tools:

Bigin by Zoho CRM
Google Ads

Bigin by Zoho CRM + Google Ads

Connect Bigin deal data with Google Ads campaign performance to see which keywords and ad groups generate the most valuable customers, not just the most leads. Build a kpi dashboard tracking cost per closed deal and actual revenue per campaign.

Bigin by Zoho CRM
Google Analytics 4

Bigin by Zoho CRM + Google Analytics 4

Connect Bigin contact sources with GA4 session data to understand which traffic channels and landing pages produce leads that actually convert to customers. Track the complete journey from first website visit to closed deal.

Bigin by Zoho CRM
Mailchimp

Bigin by Zoho CRM + Mailchimp

Connect Bigin contact engagement with Mailchimp campaign performance to see which email sequences move deals through your pipeline fastest. Analyze how email open rates and click activity correlate with deal velocity and close rates.

Benefits of Filament's Bigin by Zoho CRM Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Bigin by Zoho CRM account

Connect your Bigin by Zoho CRM account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Bigin by Zoho CRM data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Bigin by Zoho CRM dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Bigin by Zoho CRM integration FAQ

Everything you need to know about connecting Bigin by Zoho CRM with Filament and getting the most out of your data.