Signals appear as real-time push notifications inside the Bigin interface and mobile app. They are triggered by customer-facing events: an email being opened, a link in an email being clicked, a web form submission, or a response to a survey. Each Signal links directly to the relevant contact or deal record, so the user can take immediate action, such as making a call or sending a reply, from the notification itself without searching for the record manually.
Signals are most valuable in short sales cycles where timing matters, such as retail B2B, professional services proposals, or event-driven offers. Configure Signals for your highest-priority pipeline stages, particularly the proposal and negotiation stages, where a prospect re-engaging with a document is a clear buying signal. Avoid over-configuring Signals for every minor event: notification fatigue leads users to ignore them, which defeats their purpose entirely.
Signals depend on Bigin’s email integration: the email account must be connected and tracked within Bigin for email-open or link-click Signals to function. Signals for web form submissions require a Bigin web form to be in use. Bigin’s Signals are similar to the Signals feature in Zoho CRM but are scoped to the integrations Bigin natively supports. Users must have browser or mobile notifications enabled to receive Signals in real time.
Yes. When you connect your Gmail or Outlook account to Bigin and enable email tracking, Signals can notify you when a tracked email is opened or a link is clicked by the recipient. The email integration must be configured in Bigin’s settings, and the recipient’s email client must allow the tracking pixel to load for open-tracking to function.
Yes. Bigin allows users to configure their Signal preferences, choosing which types of events generate notifications. You can enable Signals only for the events most relevant to your role, such as form submissions or email opens on proposals, and disable lower-priority events to keep notifications focused and actionable.
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