Syncing Contacts

Once your Zoho Bigin account is connected, WappCloud keeps your contacts up to date with Zoho Bigin in two ways: an automatic first-time import, and real-time updates after that.

First-Time Sync

As soon as you connect your account, WappCloud automatically starts importing your existing Zoho Bigin contacts in the background. You don’t need to click anything to start this — it begins right after you approve the connection.

Larger contact lists may take a little while to finish importing completely.

Syncing Contacts Manually (“Sync Now”)

If you want to pull in the latest changes from Zoho Bigin right away instead of waiting, you can trigger a sync manually.

Step 1: Open the Contacts Tab

Go to Integration > Zoho Bigin > Settings > Contacts.

Step 2: Click Sync Now

Click the green Sync Now button.

You’ll see the sync status update on screen:

• Running – the sync is currently in progress.
• Success – the sync finished, with a summary of how many contacts were imported, updated, or skipped.
• Failed – something went wrong; an error message is shown explaining why.

Note: While a sync is already running, the Sync Now button is disabled until it finishes — you don’t need to click it more than once.

Real-Time Sync (Automatic, No Action Needed)

Beyond the manual sync, WappCloud also listens for live updates from Zoho Bigin — so when a contact, pipeline, or task is created, edited, or deleted directly in Zoho Bigin, it reflects in WappCloud shortly after, without anyone needing to click Sync Now.

This is what the Webhooks tab (Integration > Zoho Bigin > Settings > Webhooks) controls. It’s turned on automatically when you connect your account, and shows:

• Which record types are being watched (Contacts, Pipelines, Tasks)
• A Re-register Webhooks button for troubleshooting

Note: This real-time connection naturally expires after about a day (that’s how Zoho Bigin itself works, not a WappCloud limitation). You don’t need to do anything about this — WappCloud automatically renews it every day in the background, so it keeps working without any action on your part. If it’s ever somehow not renewed (for example, after an extended outage), simply go to the Webhooks tab and click Re-register Webhooks to reconnect it manually.

If Sync Isn’t Working

Sync Now fails or shows an error:

• Check the Connection tab first — if the status shows Not Connected, reconnect your account (see the Connection guide) and then try syncing again.
• If it’s still connected but sync keeps failing, note the error message shown under the sync status and contact support.

Manual changes are syncing, but real-time updates from Zoho Bigin aren’t showing up:

• Go to Integration > Zoho Bigin > Settings > Webhooks.
• Click Re-register Webhooks. This refreshes the real-time connection and usually resolves it.
• If it still doesn’t pick up live changes after that, fall back to Sync Now on the Contacts tab in the meantime, and contact support.

A contact seems to be missing after sync:

• Contacts without a valid phone number in Zoho Bigin are skipped during sync, since WappCloud needs a phone number to message them.
• Check the sync summary on the Contacts tab — it shows how many were skipped.