Share real-time updates
with customers, leads,
and your team

Team Pipelines can go beyond helping your team track progress!

With External Record Sharing, you can keep customers, leads, and third-party stakeholders updated
in real time on orders, support tickets, or any other record in your pipelines.

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Here's how we can help you

  • Share the status of orders, support requests, refunds, and more.
  • Pass on essential customer data to internal teams.
  • Securely share customer data.
  • Automate record sharing.

Effortlessly keep your customers informed

Fulfilling a new order or resolving an issue? Avoid endless emails, calls, or meetings to keep your customer updated.

With Bigin’s External Record Sharing, you can securely share real-time updates (along with other pertinent data) on their orders, requests, or any other records as they move through your pipelines.

Sharing the status of an order with the customer.

Conveniently share updates across teams

Keep everyone in your business in the loop about a customer, without giving them access to pipelines that aren’t relevant to them.

If you’re a support agent assisting a client managed by a sales rep, you can easily share the status of the issue not only with the client but also with the sales rep on your team, ensuring that they stay informed and can communicate with the customer confidently.

Sales rep can access required information about their customer's support ticket. Sales rep can access required information about their customer's support ticket.

Protect customer data with OTP fortification

Secure every shared record with OTP-based access. Only authorized recipients can view sensitive information, helping you maintain customer trust and data safety at all times.

OTP-verification for opening a shared record.

Smart automation for seamless updates

Use Workflows or Stage Automation to instantly share records with customers as they move through your pipelines.

For example, if you manage a refund process pipeline, you can create a workflow that automatically sends customers a secure link when their record enters the first stage of the pipeline, allowing them to track the status of their refund in real time.

Setting up a workflow for automatically sharing refund status.

Still have more doubts?
Here are the answers to some frequently asked questions!

What is external record sharing?
External Record Sharing in Bigin lets you securely share customer records, orders, refunds, or requests with the respective or internal teams. This allows them to track the status of their records precisely and view other pertinent details, thus eliminating the need for them to reach out to you personally.
How do I share records with customers securely?
You can generate secure links for any record in your pipeline and share them via email. WhatsApp, or any preferred medium. Head to this document to understand the process in-depth.
Can internal teams stay updated with shared records?
Yes. Bigin allows you to share records internally, keeping sales, support, and other departments informed without granting unnecessary pipeline access.
How does Bigin protect shared data?
Records can be secured with OTP-verification, ensuring only authorized users can view sensitive
customer information.
Can I automate external record sharing?
Yes! Use Workflows or Stage Automations to automatically share and unshare records based on your trigger.
What types of records can I share externally?
You can share orders, refunds, support requests, bookings, and any other records in your pipelines safely
with customers or other stakeholders.
Do customers need a Bigin account to view shared records?
No. Customers can access shared records via secure links without creating a Bigin account.
How can external record sharing improve customer experience?
By giving customers real-time visibility into their orders, requests, or refunds, Bigin’s external record sharing increases transparency, reduces follow-ups, and builds trust.
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It is a perfect go to CRM product for small businesses. The visualization in cards format is well liked by our top management team & sticks in the mind well. Other log features like calls, meetings, activities are doing wonders to streamline & monitor activities of the sales team. We begin our sales review with Bigin, thanks for this wonderful product.

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Have been using Bigin for quite sometime now and am all but amazed by the simplicity of the tool. It's clean, functional and easy to use. I am able to track my sales pipeline and plan accordingly. Cheers to team Zoho for bringing this efficient & cost effective tool.

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Boost transparency, build trust, and reduce busywork with External Record Sharing

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