Creating a Pipeline (Deal)

A Pipeline in Zoho Bigin is a sales deal tied to a contact. You can create one directly from WappCloud without switching over to Zoho Bigin.

How to Create a Pipeline

Step 1: Open Records

Go to Integration > Zoho Bigin > Records. The Pipelines tab opens by default.

Step 2: Select a Contact

Search for and select the WappCloud contact this pipeline belongs to.

Note: If this contact hasn’t been sent to Zoho Bigin yet, WappCloud pushes it there automatically as part of creating the pipeline — you don’t need to push it separately first.

Step 3: Choose the Pipeline and Stage (Optional)

Click to select which pipeline type and stage this deal should start in. If you skip this, a default stage is used.

Step 4: Fill in the Deal Details

Add the owner, expected closing date, and any tags (optional, comma-separated) as needed.

Step 5: Click “Create Pipeline”

The deal is created in Zoho Bigin and linked to the selected contact.

If Creating a Pipeline Fails

• Make sure a contact is selected — this is required.
• Check the Connection tab to confirm your account is still connected.
• If the error message mentions a stage or pipeline type, try selecting one explicitly instead of leaving it on default.