Does it actually execute actions or just suggest them?

DoMyWork executes the actions. When you describe a task, the agent performs the work in Bigin by Zoho CRM and other connected apps, not just suggesting what you should do.

How is this different from native Zoho AI?

Native AI in Zoho often focuses on analytics or suggestions. DoMyWork is an execution agent that performs multi-step work across Bigin and 1,500+ other apps.

Is this better than Zapier for Bigin tasks?

Zapier requires you to build logical flows step-by-step. With DoMyWork, you simply describe the outcome in plain English, and the agent handles the multi-step execution.

Does the agent monitor my Bigin data 24/7?

Yes. When set to autopilot, the agent watches for triggers in Bigin or other apps and acts immediately, ensuring your pipeline stays updated without manual effort.

How is my data handled?

Data security is our priority. The agent only accesses the information needed to complete the specific tasks you assign, and we do not use your data to train public models.

Can I connect Bigin to other apps?

Yes. DoMyWork connects Bigin by Zoho CRM to 1,500+ apps, allowing you to move data and trigger actions between your CRM, email, project trackers, and more.

AI Agent for Bigin by Zoho CRM

Qualify, update, and progress your deals automatically. DoMyWork AI agents work with Bigin by Zoho CRM and 1,500+ apps to turn your pipeline into revenue.

Find deals in Bigin that have not moved in 14 days

Enrich new contacts from my latest email thread

Draft follow-up emails for all my hot leads

Summarise my weekly pipeline progress for the team

Check for duplicate contacts across my CRM

Create new deals from my recent form submissions

Agent for

Bigin by Zoho CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Move your best deals forward before they go cold

Qualify new leads, enrich contact details, draft follow-ups, and update your pipeline records.

12 stale deals identified

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Bigin, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Find the deals that have quietly stopped moving

"Identify all deals in Bigin that have been in the 'Negotiation' stage for over 10 days and draft a check-in email for each."

Send Message

Enrich new contacts with missing company data

"Find contacts in Bigin with empty company fields, search the web for their details, and update the records."

Send Message

Summarise my top priority deals for the week

"List the 5 highest value deals in Bigin and post a summary of their current stage to Slack."

Send Message

Clean up my contact list by merging duplicates

"Scan my Bigin contacts for duplicates based on email address and merge them into single records."

Send Message

Got a different task in mind? Describe it

Send Message

Review this week's pipeline health

"Analyse the deals added to Bigin this week and provide a summary of the total potential revenue."

Send Message

Identify high-value prospects for personal outreach

"Find all deals in Bigin worth over $5,000 and draft a personalised outreach email for me to send."

Send Message

Check for deals that need immediate attention

"List any deals in Bigin that have been inactive for more than 2 weeks and suggest a next step for each."

Send Message

Summarise feedback from recent client meetings

"Scan my recent Bigin deal notes for feedback and create a bulleted summary of common pain points."

Send Message

Compare this month's performance to last month

"Retrieve the total deal value from Bigin for this month and last month to compare growth."

Send Message

Got a different task in mind? Describe it

Send Message

Standardise contact data across my CRM

"Check all Bigin contacts for missing phone numbers and search the web to fill them in."

Send Message

Audit my pipeline for missing deal information

"Find deals in Bigin that are missing a close date and flag them in a spreadsheet."

Send Message

Sync my CRM data to my reporting sheet

"Export all active deals from Bigin to my 'Pipeline Report' Google Sheet."

Send Message

Identify inactive accounts for archiving

"Find all contacts in Bigin who haven't been associated with a deal in 6 months and tag them as 'Archive'."

Send Message

Format lead names for consistency

"Check all Bigin contact names for correct capitalisation and fix any errors."

Send Message

Got a different task in mind? Describe it

Send Message

Check in on recently closed deals

"Find all deals closed in Bigin last week and draft a 'welcome' email for each new client."

Send Message

Flag clients who might be at risk

"Scan Bigin deal notes for negative sentiment and list the contacts who need a follow-up call."

Send Message

Update client records after support tickets

"Take the latest support ticket summary from Zendesk and add it as a note to the corresponding Bigin deal."

Send Message

Prepare a list of clients for quarterly reviews

"Identify all clients in Bigin who haven't had a meeting in 3 months and draft an invite email."

Send Message

Organise client documents in my drive

"Find the company website for each Bigin contact and create a folder for their documents in Google Drive."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Bigin by Zoho CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Bigin by Zoho CRM AI Agent

🛸 Autopilot

Act on your pipeline data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new deals, validate details, and trigger follow-ups before you even open the CRM.

Setting up an autopilot is too easy

New deal is created in Bigin by Zoho CRM

Describe...

1. Draft a welcome email the moment a deal is won

WhenDeal is won in Bigin by Zoho CRM

Then

Read the deal details, check the contact's industry, and draft a tailored welcome email in Gmail.

Put on Autopilot

2. Flag stale deals before they go cold

WhenEvery Monday at 09:00 AM

Then

Check all open deals in Bigin, identify those inactive for 14 days, and post a list to Slack.

Put on Autopilot

3. Enrich new contacts automatically

WhenNew contact is created in Bigin by Zoho CRM

Then

Search the web for the contact's company size and industry, then update the Bigin record.

Put on Autopilot

4. Alert the team to high-value deals

WhenNew deal is created in Bigin by Zoho CRM

Then

Check if the deal value exceeds $10k and post an alert to the #sales Slack channel.

Put on Autopilot

5. Log meeting notes from calendar events

WhenNew event is created in Google Calendar

Then

Find the contact in Bigin, read the event description, and add it as a note to the deal.

Put on Autopilot

1. Get a weekly summary of new pipeline revenue

WhenEvery Friday at 05:00 PM

Then

Sum the value of all deals created in Bigin this week and email the total to me.

Put on Autopilot

2. Monitor deal stage changes for key accounts

WhenDeal is updated in Bigin by Zoho CRM

Then

If the deal stage changes to 'Closed Lost', analyse the notes and email me a summary of the reason.

Put on Autopilot

3. Track new lead sources automatically

WhenNew contact is created in Bigin by Zoho CRM

Then

Identify the source, track it in a Google Sheet, and notify me if the lead volume spikes.

Put on Autopilot

4. Review new client feedback instantly

WhenDeal is updated in Bigin by Zoho CRM

Then

Check for new notes in the deal, summarise the feedback, and post it to my private Slack channel.

Put on Autopilot

5. Keep an eye on monthly growth goals

WhenEvery 1st of the month at 09:00 AM

Then

Calculate total won deal value in Bigin and compare it to last month's total.

Put on Autopilot

1. Ensure all new deals have a close date

WhenNew deal is created in Bigin by Zoho CRM

Then

Check if the close date is set; if not, flag the deal owner in Slack.

Put on Autopilot

2. Standardise data formats for new contacts

WhenNew contact is created in Bigin by Zoho CRM

Then

Format the phone number and address fields to match our standard and update the record.

Put on Autopilot

3. Sync new deals to your project tracker

WhenDeal is won in Bigin by Zoho CRM

Then

Create a new project in Asana with the deal name and owner details.

Put on Autopilot

4. Detect and merge duplicate contacts

WhenNew contact is created in Bigin by Zoho CRM

Then

Check for existing contacts with the same email; if found, merge the new record.

Put on Autopilot

5. Archive old deals periodically

WhenEvery 1st of the month at 08:00 AM

Then

Find all deals closed over 1 year ago and move them to an 'Archive' folder.

Put on Autopilot

1. Trigger onboarding tasks for new clients

WhenDeal is won in Bigin by Zoho CRM

Then

Create an onboarding checklist in Todoist for the account manager.

Put on Autopilot

2. Send check-in emails to long-term clients

WhenEvery 90 days at 09:00 AM

Then

Find clients with no recent activity in Bigin and draft a check-in email.

Put on Autopilot

3. Escalate negative feedback immediately

WhenDeal is updated in Bigin by Zoho CRM

Then

If a note contains negative keywords, alert the CS manager in Slack.

Put on Autopilot

4. Update client records with support history

WhenNew ticket is created in Zendesk

Then

Find the client in Bigin and add a note about the new ticket.

Put on Autopilot

5. Prepare client review reports

WhenEvery 1st of the month at 10:00 AM

Then

Gather all notes from Bigin for key accounts and compile a monthly status report.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Bigin by Zoho CRM

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Research and Score

Agent

Research {{Company}} and score {{Name}} against ICP. Write a reason.

AI AgentExecute agent from playbook

3. Determine Action

Agent

Decide if lead is qualified based on score.

Complete in a clickSend data to 1500+ apps

4. Update Bigin

Update RecordinBigin by Zoho CRM

5. Notify Slack

Send MessageinSlack

Lead Qualification Playbook

Qualify and score new leads in one click.

Clone This Playbook

Deal Handover Playbook

Hand over won deals to the success team.

Clone This Playbook

Meeting Follow-up Playbook

Send tailored follow-ups after meetings.

Clone This Playbook

Competitor Research Playbook

Research competitors mentioned in deals.

Clone This Playbook

Reference Request Playbook

Request references from happy clients.

Clone This Playbook

Pipeline Review Playbook

Generate a weekly pipeline health report.

Clone This Playbook

Investor Update Playbook

Prepare data for investor updates.

Clone This Playbook

Market Trend Playbook

Research industry trends.

Clone This Playbook

Goal Setting Playbook

Set monthly sales goals.

Clone This Playbook

Hiring Needs Playbook

Assess if you need more sales reps.

Clone This Playbook

Data Cleanup Playbook

Remove duplicate contacts.

Clone This Playbook

Record Formatting Playbook

Standardise data entries.

Clone This Playbook

Pipeline Sync Playbook

Sync CRM to Sheets.

Clone This Playbook

Account Audit Playbook

Audit inactive accounts.

Clone This Playbook

Field Mapping Playbook

Map custom fields.

Clone This Playbook

Onboarding Playbook

Start client onboarding.

Clone This Playbook

Renewal Playbook

Handle client renewal.

Clone This Playbook

Feedback Playbook

Analyse client feedback.

Clone This Playbook

Meeting Prep Playbook

Prepare for client meetings.

Clone This Playbook

Churn Risk Playbook

Identify churn risk.

Clone This Playbook

1500+ App Integrations

Connect Bigin by Zoho CRM + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

SafetyCulture (iAuditor)

Clientjoy

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

QuickEmailVerification

Adobe Commerce (Magento)

Google Search Console

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Vyper

GrowSurf

Vectera

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New deal is created in Bigin by Zoho CRM

Then

Recurring Work on autopilot

Autopilot

Deal Qualification

Enter deal details

Research company

Update Bigin record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Bigin by Zoho CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Bigin by Zoho CRM AI Agent

It is an autonomous agent that connects to Bigin by Zoho CRM to perform tasks like lead qualification, deal updates, and cross-app routing without you needing to manually click buttons.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Bigin by Zoho CRM

Move your best deals forward before they go cold

Catch up on every lead from last week that nobody followed up on

Find the deals that have quietly stopped moving

Enrich new contacts with missing company data

Summarise my top priority deals for the week

Clean up my contact list by merging duplicates

Got a different task in mind? Describe it

Review this week's pipeline health

Identify high-value prospects for personal outreach

Check for deals that need immediate attention

Summarise feedback from recent client meetings

Compare this month's performance to last month

Got a different task in mind? Describe it

Standardise contact data across my CRM

Audit my pipeline for missing deal information

Sync my CRM data to my reporting sheet

Identify inactive accounts for archiving

Format lead names for consistency

Got a different task in mind? Describe it

Check in on recently closed deals

Flag clients who might be at risk

Update client records after support tickets

Prepare a list of clients for quarterly reviews

Organise client documents in my drive

Got a different task in mind? Describe it

How Does a Bigin by Zoho CRM AI Agent Work

Act on your pipeline data the moment it changes — with agents on autopilot

1. Draft a welcome email the moment a deal is won

2. Flag stale deals before they go cold

3. Enrich new contacts automatically

4. Alert the team to high-value deals

5. Log meeting notes from calendar events

1. Get a weekly summary of new pipeline revenue

2. Monitor deal stage changes for key accounts

3. Track new lead sources automatically

4. Review new client feedback instantly

5. Keep an eye on monthly growth goals

1. Ensure all new deals have a close date

2. Standardise data formats for new contacts

3. Sync new deals to your project tracker

4. Detect and merge duplicate contacts

5. Archive old deals periodically

1. Trigger onboarding tasks for new clients

2. Send check-in emails to long-term clients

3. Escalate negative feedback immediately

4. Update client records with support history

5. Prepare client review reports

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Deal Handover Playbook

Meeting Follow-up Playbook

Competitor Research Playbook

Reference Request Playbook

Pipeline Review Playbook

Investor Update Playbook

Market Trend Playbook

Goal Setting Playbook

Hiring Needs Playbook

Data Cleanup Playbook

Record Formatting Playbook

Pipeline Sync Playbook

Account Audit Playbook

Field Mapping Playbook

Onboarding Playbook

Renewal Playbook

Feedback Playbook

Meeting Prep Playbook

Churn Risk Playbook

Connect Bigin by Zoho CRM + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Bigin by Zoho CRM AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Bigin by Zoho CRM AI Agent