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AI agent integrationZoho Bigin

Zoho Bigin integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Zoho Bigin never means pasting credentials into a prompt.

CategorySales & CRM

Use Zoho Bigin from Claude Code

Bring Zoho Bigin context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Zoho Bigin with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Zoho Bigin integration exposes

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

One connection, many teammates

Connect Zoho Bigin once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Add Records

    Tool to add new records to a module. Use when you need to programmatically insert one or more records into Bigin after confirming module name and field API names. Module-specific mandatory fields: - Tasks: Subject (required) - Events: Event_Title, Start_DateTime, End_DateTime (all required) - Calls: Subject, Call_Type (Outbound/Inbound/Missed), Call_Start_Time, Call_Duration (all required) - Contacts: Last_Name (required) - Other modules: Use Get Fields action to discover mandatory fields

  • Add Tags to Records

    Tool to add tags to a specific record in a module. Use when you need to categorize or label a record after creation or update.

  • Create Bulk Read Job

    Tool to create a bulk read job for exporting large amounts of data asynchronously. Use when you need to export records from a module that may exceed standard API limits. Returns a job ID that can be used to track progress and download results once complete.

  • Create Notes

    Tool to create notes and associate them with records in Zoho Bigin. Use when you need to add notes to contacts, accounts, pipelines, or other module records. Each note requires content, parent record ID, and the module name.

  • Create Record Notes

    Tool to create new notes for a specific record. Use when you need to add notes to a Bigin record after confirming the module name and record ID.

Connection

API and auth details

Zoho Bigin APIs support pipeline-centric CRM workflows such as contacts, companies, products, events, calls, pipelines, records, data-center-specific endpoints, and OAuth access-token authorization.

FAQ

Questions people ask before connecting Zoho Bigin

Can Claude Code use Zoho Bigin?

Yes. Type lets an AI teammate use connected Zoho Bigin actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Zoho Bigin through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Zoho Bigin catalog entry includes public integration details and example capabilities where available.

Is this the same as a Zoho Bigin MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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