> This is a page from the ElevenLabs documentation. For an index of the documentation, fetch https://elevenlabs.io/docs/llms.txt. # Bigin Your receptionist can recognize callers who are already in Bigin by Zoho CRM, add new callers as contacts, record each call on the caller's contact, and create a follow-up task for your team. Bigin's API only accepts OAuth sign-in tokens that expire every hour, so webhook tools can't connect to it directly. Reception connects through [Zapier](/docs/reception-ai/integrations/zapier). ## Set up ### Connect Zapier If you haven't yet, connect [Zapier](/docs/reception-ai/integrations/zapier) in Reception.ai. ### Add the Bigin actions In your Zapier MCP server at [mcp.zapier.com](https://mcp.zapier.com), add the [actions below](#actions) from the **Bigin by Zoho CRM** app and sign in to Bigin when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed. The actions can do anything the Bigin user you sign in as can do. Consider a dedicated user with access only to contacts, calls, and tasks. ### Assign the tools In Reception.ai, open the Zapier integration's **Tools** tab, select **Refresh tools**, and assign each action to the **Client** (receptionist). ### Test it [Test your receptionist](/docs/reception-ai/receptionist/testing) with a call from a number saved on a Bigin contact, then as a new caller who asks for a callback. The new contact appears in Bigin with the call and a task on it. ## Actions ### Find the caller | Field | Value | | ---------------------- | ----------------------------------------------------------------- | | **Zapier action** | **Search Contact** | | **Set in Zapier** | **Organization**: your Bigin organization. | | **Let the AI fill in** | **Mobile Number** or **Phone Number**: the caller's phone number. | | **Assign to** | **Client** | ### Add the caller | Field | Value | | ---------------------- | ----------------------------------------------------------------------------- | | **Zapier action** | **Create Contact** | | **Set in Zapier** | **Organization**, and the contact owner and any tags you want on new callers. | | **Let the AI fill in** | First name, last name, mobile number, and email address. | | **Assign to** | **Client** | Bigin requires a last name on every contact, so your receptionist must ask for it. ### Log the call | Field | Value | | ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | | **Zapier action** | **Create Call** | | **Set in Zapier** | **Organization**, the call owner, the call type (**Inbound**), and the call duration as a fixed placeholder such as `01:00`. | | **Let the AI fill in** | The contact (from the previous actions), the subject, the call start time (the current date and time), and a description of what the caller needed. | | **Assign to** | **Client** | Bigin requires a call type, start time, and duration on every call. Your receptionist logs the call while it's still going, so it can't know the real length. ### Create a follow-up task | Field | Value | | ---------------------- | -------------------------------------------------------------------------------- | | **Zapier action** | **Create Task** | | **Set in Zapier** | **Organization**, and the owner who handles callbacks. | | **Let the AI fill in** | The subject, due date, description, and the contact (from the previous actions). | | **Assign to** | **Client** | > **Tip** > > Add a [procedure](/docs/reception-ai/receptionist/rules-and-procedures) so your receptionist > searches for the caller first, only creates a contact when no match is found, and logs the call > before it ends the conversation. > **Warning** > > **Search Contact** returns whatever is saved on the contact. Add a > [rule](/docs/reception-ai/receptionist/rules-and-procedures) telling your receptionist to never > read a contact's details back to the caller, and to use them only to recognize the caller. ## Limitations * The call duration in Bigin is a placeholder, not the real call length. Your call history in Reception.ai has the real length and transcript. * Zapier's Bigin app has no action to add a note, so the call's description holds what the caller wanted. * Zapier's Bigin app can't check anyone's availability, so your receptionist can't safely book Bigin events. Use the follow-up task, or Reception's own booking with [Google Calendar](/docs/reception-ai/integrations/google-calendar). * Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren't counted. When the plan runs out, the actions stop until it resets. ## Troubleshooting | Problem | What to check | | --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | A Bigin action doesn't appear in Reception.ai | Select **Refresh tools** on the Zapier integration after adding actions in Zapier. | | An action shows **Changed** and isn't used | You edited it in Zapier. Select **Update** in the **Tools** tab. | | Known callers aren't found | Bigin matches phone numbers as stored. Store numbers in one format, and check whether they're saved as mobile or phone. | | **Create Contact** fails | The caller didn't give a last name. Tell your receptionist to always ask for one. | | **Create Call** fails | Check that the call type and duration are set in Zapier and that the start time is a full date and time. | | Calls or tasks aren't linked to the caller | Your receptionist needs the contact from **Search Contact** or **Create Contact**. |