How to Integrate Your Bigin Account With KrispCall
Combining your conversation platform is crucial for efficient workflow, especially in this modern business world. If you're using Bigin to manage your customer relationships and KrispCall for your business phone system, integrating the two can significantly streamline your operations.
This guide will walk you through the simple steps to connect your Bigin account with KrispCall, enabling you to manage calls, track interactions, streamline workflows, and enhance your overall customer interaction.
The integration of KrispCall’s cloud telephony features and Bigin’s CRM capabilities brings many benefits to enhance your business interactions. Some of the standout benefits are as follows:
Integrating Bigin with KrispCall allows for the automatic logging of every call, which significantly reduces the need for manual data entry and decreases the likelihood of errors. This integration facilitates the tracking of call history, recordings, and notes directly within Bigin, creating a unified view of customer interactions.
Moreover, having comprehensive call records readily available enables you to review previous conversations, follow up effectively, and keep precise records of client interactions, thereby enhancing overall operational clarity and responsibility.
By syncing KrispCall with Bigin, you gain immediate access to customer details and interaction history during calls. This capability allows for more personalized discussions that take into account previous interactions, preferences, and inquiries.
With real-time customer insights, your team can offer tailored solutions, resolve issues faster, and build stronger relationships. Such personalized engagement boosts customer satisfaction, nurtures loyalty and trust, and ultimately contributes to improved business results and sustained client retention.
The integration eliminates the need to switch between multiple platforms, allowing users to manage calls, messages, and CRM activities from a single interface. Automated data synchronization and real-time updates minimize repetitive tasks, conserving precious time.
This allows teams to concentrate more on sales and customer service instead of administrative duties. A seamless workflow enhances efficiency, enabling businesses to handle more calls, close deals faster, and provide exceptional service without operational delays.
With access to shared call logs, notes, and customer information in Bigin, team members can remain synchronized regarding customer interactions. This level of transparency encourages collaboration, as multiple team members can review conversation histories and effectively coordinate follow-ups.
Whether it's sales, support, or management, everyone stays informed and can contribute to a cohesive customer experience. Enhanced collaboration ensures smoother handoffs, fewer miscommunications, and better teamwork across departments.
The integration provides actionable insights by analyzing call data, customer interactions, and performance trends. Businesses can use these insights to refine sales strategies, optimize customer engagement, and identify areas for improvement.
Furthermore, with this integration, agents receive a real-time pop-up within the Bigin interface for every incoming call, containing essential caller information. Such information includes call history and company details. This instant access to crucial data empowers agents to personalize their approach and be fully prepared, leading to more effective interactions and higher conversion rates.
Step 1: Log in to the KrispCall account and navigate to Settings.
Step 2: In the settings section, you'll find Integrations under APP SETTINGS. Click on it.
Step 3: After clicking on integrations, you will discover various automation tools and CRM's available for integration with KrispCall. To integrate Bigin from KrispCall, simply search for Bigin and select the CONNECT button located beneath it.
Step 4: Clicking on the connect button will direct you to the authorization page, where you can choose to accept or decline the integration if you already possess a Bigin account. To proceed, click on the Accept button.
Step 5: Upon clicking the accept button, a notification indicating successful CRM integration will appear, and Bigin will be shown in the active integration tab.
Following the successful integration of Bigin, users have the ability to activate or deactivate various settings. The first area to explore is the general setting.
Point to remember: By default, all general and workflow setting options will be enabled upon the initial integration.
The general settings represent the initial configuration option, which includes three additional settings. By default, all toggle buttons in the general settings are activated.
Create new contacts for calls: This button enables one-way contact synchronization when the toggle is activated, meaning that any contact added in KrispCall will be synced to Bigin. If the toggle is deactivated, the contacts will not sync.
Contacts 2-way sync: This button facilitates two-way contact synchronization when the toggle is on, allowing contacts created in Bigin to sync with KrispCall. If the toggle is off, no contacts will be synced. Additionally, this feature supports initial sync, meaning that if there are existing contacts in either KrispCall or Bigin, toggling this option will sync those contacts across both platforms.
Notes logging: This setting allows for the synchronization of notes to Bigin that are created, edited, or deleted during calls or in the conversation box. If this toggle is turned off, notes will not be synced to Bigin.
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the ability to click on these settings and modify them according to their preferences.
Log outgoing answered calls as Calls(Engagements)/Disabled: When the setting is enabled as Calls (Engagements), outgoing answered calls will be synchronized with Bigin. If set to Disabled, these calls will not sync with Bigin.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling Calls (Engagements), incoming answered calls will be synced to Bigin. If the setting is Disabled, these calls will not sync.
Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to Bigin. By enabling the setting as Disabled, the incoming answered calls will not be synced to Bigin.
Log incoming unanswered calls as Calls(Engagements)/Disabled: When set to Calls (Engagements), incoming unanswered calls will be synchronized with Bigin. If the setting is Disabled, they will not be synced.
Log voicemail as Calls(Engagements)/Disabled: Enabling this setting as Calls (Engagements) will sync voicemail logs to Bigin. If set to Disabled, voicemail logs will not be synced.
Log incoming SMS as Disabled/SMS: When the setting is enabled as Tasks, incoming SMS will be synced to Bigin CRM. If the setting is disabled, it will not sync.
Log outgoing SMS as DIsabled/SMS: By enabling this setting as Tasks, outgoing SMS will be synchronized with Bigin CRM. If the setting is disabled, it will not sync.
The connected numbers configuration can be found by following the workflow settings. There are two options available within the connected numbers configuration.
Log phone calls for these phone numbers: This option automatically selects the list of numbers available in the channel during the integration process.
Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers to be synced at Bigin.
If a user acquires a new number after the integration, they must manually add that number to the connected numbers.
Note: If no numbers are selected, call logs will not be synchronized in Bigin.
This guide will walk you through the simple steps to connect your Bigin account with KrispCall, enabling you to manage calls, track interactions, streamline workflows, and enhance your overall customer interaction.
Benefits of Integrating Your Bigin Account with KrispCall
The integration of KrispCall’s cloud telephony features and Bigin’s CRM capabilities brings many benefits to enhance your business interactions. Some of the standout benefits are as follows:
1. Enhanced Call Logging and Activity Tracking
Integrating Bigin with KrispCall allows for the automatic logging of every call, which significantly reduces the need for manual data entry and decreases the likelihood of errors. This integration facilitates the tracking of call history, recordings, and notes directly within Bigin, creating a unified view of customer interactions.
Moreover, having comprehensive call records readily available enables you to review previous conversations, follow up effectively, and keep precise records of client interactions, thereby enhancing overall operational clarity and responsibility.
2. Improved Customer Context and Personalization
By syncing KrispCall with Bigin, you gain immediate access to customer details and interaction history during calls. This capability allows for more personalized discussions that take into account previous interactions, preferences, and inquiries.
With real-time customer insights, your team can offer tailored solutions, resolve issues faster, and build stronger relationships. Such personalized engagement boosts customer satisfaction, nurtures loyalty and trust, and ultimately contributes to improved business results and sustained client retention.
3. Streamlined Workflow and Increased Productivity
The integration eliminates the need to switch between multiple platforms, allowing users to manage calls, messages, and CRM activities from a single interface. Automated data synchronization and real-time updates minimize repetitive tasks, conserving precious time.
This allows teams to concentrate more on sales and customer service instead of administrative duties. A seamless workflow enhances efficiency, enabling businesses to handle more calls, close deals faster, and provide exceptional service without operational delays.
4. Enhanced Collaboration and Team Alignment
With access to shared call logs, notes, and customer information in Bigin, team members can remain synchronized regarding customer interactions. This level of transparency encourages collaboration, as multiple team members can review conversation histories and effectively coordinate follow-ups.
Whether it's sales, support, or management, everyone stays informed and can contribute to a cohesive customer experience. Enhanced collaboration ensures smoother handoffs, fewer miscommunications, and better teamwork across departments.
5. Improved Data-Driven Decision Making
The integration provides actionable insights by analyzing call data, customer interactions, and performance trends. Businesses can use these insights to refine sales strategies, optimize customer engagement, and identify areas for improvement.
Furthermore, with this integration, agents receive a real-time pop-up within the Bigin interface for every incoming call, containing essential caller information. Such information includes call history and company details. This instant access to crucial data empowers agents to personalize their approach and be fully prepared, leading to more effective interactions and higher conversion rates.
How to Integrate Your Bigin Account with KrispCall?
Step 1: Log in to the KrispCall account and navigate to Settings.
Step 2: In the settings section, you'll find Integrations under APP SETTINGS. Click on it.
Step 3: After clicking on integrations, you will discover various automation tools and CRM's available for integration with KrispCall. To integrate Bigin from KrispCall, simply search for Bigin and select the CONNECT button located beneath it.
Step 4: Clicking on the connect button will direct you to the authorization page, where you can choose to accept or decline the integration if you already possess a Bigin account. To proceed, click on the Accept button.
Step 5: Upon clicking the accept button, a notification indicating successful CRM integration will appear, and Bigin will be shown in the active integration tab.
Integration Settings
Following the successful integration of Bigin, users have the ability to activate or deactivate various settings. The first area to explore is the general setting.
Point to remember: By default, all general and workflow setting options will be enabled upon the initial integration.
1. General Settings
The general settings represent the initial configuration option, which includes three additional settings. By default, all toggle buttons in the general settings are activated.
Create new contacts for calls: This button enables one-way contact synchronization when the toggle is activated, meaning that any contact added in KrispCall will be synced to Bigin. If the toggle is deactivated, the contacts will not sync.
Contacts 2-way sync: This button facilitates two-way contact synchronization when the toggle is on, allowing contacts created in Bigin to sync with KrispCall. If the toggle is off, no contacts will be synced. Additionally, this feature supports initial sync, meaning that if there are existing contacts in either KrispCall or Bigin, toggling this option will sync those contacts across both platforms.
Notes logging: This setting allows for the synchronization of notes to Bigin that are created, edited, or deleted during calls or in the conversation box. If this toggle is turned off, notes will not be synced to Bigin.
2. Workflow Settings
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the ability to click on these settings and modify them according to their preferences.
Log outgoing answered calls as Calls(Engagements)/Disabled: When the setting is enabled as Calls (Engagements), outgoing answered calls will be synchronized with Bigin. If set to Disabled, these calls will not sync with Bigin.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling Calls (Engagements), incoming answered calls will be synced to Bigin. If the setting is Disabled, these calls will not sync.
Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to Bigin. By enabling the setting as Disabled, the incoming answered calls will not be synced to Bigin.
Log incoming unanswered calls as Calls(Engagements)/Disabled: When set to Calls (Engagements), incoming unanswered calls will be synchronized with Bigin. If the setting is Disabled, they will not be synced.
Log voicemail as Calls(Engagements)/Disabled: Enabling this setting as Calls (Engagements) will sync voicemail logs to Bigin. If set to Disabled, voicemail logs will not be synced.
Log incoming SMS as Disabled/SMS: When the setting is enabled as Tasks, incoming SMS will be synced to Bigin CRM. If the setting is disabled, it will not sync.
Log outgoing SMS as DIsabled/SMS: By enabling this setting as Tasks, outgoing SMS will be synchronized with Bigin CRM. If the setting is disabled, it will not sync.
3. Connected Numbers
The connected numbers configuration can be found by following the workflow settings. There are two options available within the connected numbers configuration.
Log phone calls for these phone numbers: This option automatically selects the list of numbers available in the channel during the integration process.
Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers to be synced at Bigin.
If a user acquires a new number after the integration, they must manually add that number to the connected numbers.
Note: If no numbers are selected, call logs will not be synchronized in Bigin.
Updated on: 12/03/2025
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