Pushing a Contact to Zoho Bigin

Besides the automatic sync, you can also send any individual WappCloud contact into Zoho Bigin manually. This is available in two places:

• The contact’s profile, under Contacts
• The contact info panel inside Live Chat, while you’re chatting with them

Both use the same Push to Zoho Bigin button and do exactly the same thing — use whichever is more convenient at the moment.

How to Push a Contact

Option A: From the Contacts Module

Go to Contacts, open the contact you want to send to Zoho Bigin, and click Push to Zoho Bigin on their profile.

Option B: From Live Chat

While chatting with a contact, open their info panel (usually on the right side of the conversation) and click Push to Zoho Bigin there.

Note: This button only appears when your Zoho Bigin account is connected. If you don’t see it in either place, check the Connection status under Integration > Zoho Bigin > Settings.

Once Clicked

The contact is created (or updated, if it already exists in Zoho Bigin with the same phone number) instantly. There’s nothing further to confirm — a success message appears once it’s done.

What Gets Sent

The contact’s name and phone number are always sent. If you’ve set up a Field Mapping, any additional mapped fields are sent too.

If the Push Fails

• Check the Connection tab — if the account shows Not Connected, reconnect it first.
• If it still fails after that, note the error message shown and contact support.