How to Connect Bigin to Google Sheets

Last Modified: June 16, 2024 - 4 min read

Vijay Srinivas
Connect Bigin to Google Sheets

Bigin by Zoho CRM is a user-friendly platform designed to help small businesses streamline their sales process and customer engagement.

By connecting Bigin to Google Sheets using Coefficient, you can seamlessly import your Bigin data into a spreadsheet for advanced analysis, custom reporting, and collaborative sales management.

In this tutorial, we’ll guide you through the process of setting up the integration and importing your key Bigin data into Google Sheets.

Prefer video? Watch the tutorial here!

Benefits of Analyzing Bigin Data in Google Sheets

  • Centralized sales hub: Bring together your contacts, accounts, deals, and sales activity data from Bigin into a single, easy-to-access spreadsheet in Google Sheets.
  • Enhanced data analysis: Take advantage of Google Sheets’ built-in functions, formulas, and pivot tables to analyze your Bigin data from multiple angles and uncover valuable sales insights.
  • Collaborative sales reporting: Create and share custom sales reports and dashboards with your team, leveraging Google Sheets’ real-time collaboration features to keep everyone aligned and informed.

Step-by-Step Guide: Connecting Bigin to Google Sheets

Before we get started, you’ll need to install Coefficient in Google Sheets. Don’t worry, it’s a quick and easy process that you only need to complete once. Follow these simple steps to get started:

Navigate to the top menu and click ‘Extensions’ > Add-ons > Get add-ons.

find bigin to google sheets connector

This will launch Google Workspace Marketplace.

Type “Coefficient” in the search bar. Select the first app that appears.

install coefficient bigin to google sheets connector

Grant Coefficient access your Google Account by clicking ‘Allow,’ when prompted.

authorize coefficient to connect bigin to google sheets

Coefficient will appear in the extension menu of Google Sheets.  

Navigate to the app and click ‘Launch.’

open up coefficient to connect bigin to google sheets

Coefficient will open on the right-hand side of your spreadsheet.

coefficient sidebar app to connect bigin and google sheets

Once Coefficient is installed, you’re ready to connect Bigin and import your data.

Step 1: Add Bigin as a data source in Coefficient

Click on “Add a Data Source” and choose “Bigin” from the list of available integrations.

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connect bigin to google sheets

Follow the prompts to authenticate the connection.

authorize bigin to google sheets connection

Step 2: Choose the data you want to import

Select “Start from Scratch” to start your import.

import bigin data into google sheets from scratch

Coefficient will display a list of available Bigin objects you can import, such as Contacts, Accounts, Deals, Products, and more. Choose the object you want to pull data from.

get bigin pipeline data into google sheets

Coefficient will generate a preview of the data fields available for the selected object. Choose the specific fields you want to include in your Google Sheets import.

pull bigin pipeline data into google sheets

Apply any necessary filters, sort options, or limits to refine your data import. You can also rename columns or reorder them to match your preferred spreadsheet layout.

Step 3: Import your Bigin data into Google Sheets

Once you’ve configured your import settings, click “Import” to pull the Bigin data into your Google Sheets spreadsheet. Coefficient will create a new sheet with the imported data

import bigin into google sheets

To keep your Bigin data up to date, set up an auto-refresh schedule in Coefficient. Choose an update frequency (hourly, daily, or weekly) and specify a time for the data to refresh automatically.

auto refresh bigin data in google sheets

Use Cases for Leveraging Bigin Data in Google Sheets

  • Manage sales activities: Import your tasks, calls, and meetings data to create a centralized view of sales activities. Track activity volume, response times, and effectiveness to optimize your sales process.
  • Monitor deal progression: Pull in your deals data and use Google Sheets’ tools to analyze deal progression by stage, rep, product line, or other key dimensions. Identify stalled deals, forecast revenue, and pinpoint improvement areas.
  • Analyze product performance: Import your products data and combine it with deal information to assess product-level sales performance. Identify top-selling items, spot trends, and make data-driven decisions on product strategy.

Best Practices for Managing Live Bigin Data in Google Sheets

  • Automate data syncing: Utilize Coefficient’s auto-refresh feature to keep your Bigin data in Google Sheets always up to date without manual intervention.
  • Build custom dashboards: Leverage Google Sheets’ formatting and charting capabilities to create visually compelling dashboards that provide at-a-glance insights into key sales metrics.
  • Collaborate with your team: Share your Bigin data and reports with colleagues, using Google Sheets’ real-time collaboration features to gather input, align on priorities, and drive better sales outcomes.

Supercharge Your Bigin Sales Process with Coefficient

Connecting Bigin to Google Sheets using Coefficient empowers you to take your sales data analysis and reporting to the next level. With just a few simple steps, you can import your key Bigin data into a spreadsheet and start uncovering valuable insights to accelerate your sales growth.

Get started with Coefficient now and experience the power of combining Bigin’s sales management capabilities with Google Sheets’ flexibility and collaboration features.

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Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

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Vijay Srinivas GTM @ Coefficient
Vijay Srinivas is an engineer turned marketer who loves to dabble in data and has 6 years of experience in GTM for Startups and SaaS orgs. Building his skills currently to be a PLG & spreadsheet expert.
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