Scan to contact๐๏ธ About
A simple skill to connect Bigin CRM to OpenClaw
Prerequisites
- Bigin account (developer sandbox recommended)
- Python 3.8+
requestslibrary (pip install requests)
๐๏ธ Architecture
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โ OpenClaw Agent โ
โ (Your personal sales assistant) โ
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โ Bigin CRM Skill (Python) โ
โ - OAuth2 authentication โ
โ - REST API v2 wrapper โ
โ - Pipeline automation โ
โ - Contact/Company management โ
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โ Bigin CRM REST API v2 โ
โ - Pipelines (core sales module) โ
โ - Contacts & Companies โ
โ - Tasks, Events, Calls โ
โ - Products & Notes โ
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๐ ๏ธ Core Features
1. Authentication & Setup
# One-time OAuth setup
bigin auth --client-id "1000.xxx" --client-secret "xxx"
# Opens browser for Bigin/Zoho login
# Stores tokens securely in ~/.openclaw/credentials/bigin-crm.json
# Check auth status
bigin auth:whoami
2. Pipeline Management (Core Feature)
# Create a pipeline entry (like a deal/opportunity)
bigin pipeline create --contact-id 12345 --company-id 67890 \
--stage "Initial Contact" --amount 50000 \
--closing-date "2026-03-15" --owner "sales@yourcompany.com"
# Update pipeline stage
bigin pipeline update --id 12345678 --stage "Negotiation" \
--amount 75000 --probability 70
# Move to next stage
bigin pipeline advance --id 12345678
# Mark as won/lost
bigin pipeline win --id 12345678
bigin pipeline lose --id 12345678 --reason "Budget constraints"
# List all pipelines
bigin pipeline list --stage "Proposal" --owner "me" --limit 50
# Search pipelines
bigin pipeline search --query "company:Acme" --stage "Open"
# Get pipeline details with history
bigin pipeline get --id 12345678 --include-history
3. Contact Management
# Create contact
bigin contact create --first-name "John" --last-name "Doe" \
--email "john@company.com" --phone "+91-98765-43210" \
--company "Acme Inc" --source "Website"
# Bulk import from CSV
bigin contact import --file contacts.csv --mapping mapping.json
# Search contacts
bigin contact search --query "company:Acme" --limit 100
# Update contact
bigin contact update --id 87654321 --phone "+91-99999-88888"
# Get contact with associated pipelines
bigin contact get --id 87654321 --include-pipelines
4. Company Management
# Create company
bigin company create --name "Acme Inc" --industry "Technology" \
--website "https://acme.com" --employees 50 \
--address "123 Business Park, Bengaluru"
# Search companies
bigin company search --query "industry:Technology"
# Get company with all contacts and pipelines
bigin company get --id 67890 --include-contacts --include-pipelines
5. Task & Activity Management
# Create follow-up task
bigin task create --related-to pipeline:12345678 \
--subject "Send proposal" --due "2026-02-25" --priority "High"
# Create event (meeting)
bigin event create --related-to contact:87654321 \
--title "Product Demo" --start "2026-02-24 14:00" --duration 30 \
--location "Zoom"
# Log a call
bigin call create --related-to contact:87654321 \
--subject "Discovery call" --duration 15 \
--outcome "Interested, follow-up scheduled"
# List upcoming tasks
bigin task list --due-before "2026-02-28" --status "Open"
# Complete task
bigin task complete --id 54321
6. Pipeline Automation
# Auto-assign unassigned pipelines (round-robin)
bigin pipeline assign --unassigned --round-robin
# Create follow-up tasks for stale pipelines
bigin automation follow-up --stale-days 7 --create-tasks
# Move pipelines based on activity
bigin automation advance --auto-advance --criteria "proposal-sent-and-7-days"
# Bulk update stage
bigin pipeline bulk-update --stage "Negotiation" \
--new-stage "Closed Won" --criteria "probability-gt-80"
7. Reporting & Analytics
# Pipeline report
bigin report pipeline --by-stage --by-owner --output pipeline-report.csv
# Sales performance
bigin report performance --owner "sales@company.com" \
--month "2026-02" --output performance.json
# Forecast (weighted by probability)
bigin forecast --month "2026-03" --output forecast.csv
# Activity report
bigin report activity --user "me" --week "2026-08" \
--include-calls --include-tasks --include-events
8. AI-Powered Features
# Auto-enrich contact from email
"When I receive an email from a new sender, create contact and check for existing company"
# Smart pipeline scoring
"Score all open pipelines based on: last activity, email replies, stage age, company size"
# Follow-up reminders
"Which contacts haven't been contacted in 7 days? Create tasks for them."
# Meeting prep
"Before my 2 PM demo, give me: contact history, active pipelines, last 3 emails, company details"
# Pipeline health check
"Identify pipelines stuck in same stage for >14 days and suggest next actions"
9. Integration with Zoho Email Skill
# Unified workflow: Email โ Bigin
# 1. Receive email from prospect
# 2. Extract sender info โ Create/update contact
# 3. Check if company exists โ Create if new
# 4. Create pipeline entry if none exists
# 5. Assign to sales rep
# 6. Set follow-up task
# 7. Reply with acknowledgment
๐ Project Structure
bigin-crm-skill/
โโโ SKILL.md # Skill documentation
โโโ config/
โ โโโ bigin-config.json # API endpoints (bigin/v2)
โ โโโ oauth-config.json # Client ID/secret template
โโโ scripts/
โ โโโ bigin_crm.py # Main Python module
โ โโโ auth.py # OAuth2 flow (ZohoBigin scopes)
โ โโโ pipelines.py # Pipeline operations (CORE!)
โ โโโ contacts.py # Contact management
โ โโโ companies.py # Company/Account management
โ โโโ tasks.py # Task management
โ โโโ events.py # Event/meeting management
โ โโโ calls.py # Call logging
โ โโโ reports.py # Analytics & reporting
โ โโโ automation.py # Pipeline automation
โโโ examples/
โ โโโ bulk-import-contacts.csv # Sample import file
โ โโโ pipeline-mapping.json # Pipeline stage mapping
โ โโโ automation-workflows/ # Pre-built workflows
โ โโโ auto-assign.yaml
โ โโโ follow-up-reminders.yaml
โ โโโ stage-advancement.yaml
โโโ tests/
โ โโโ test_pipelines.py # Pipeline tests
โ โโโ test_contacts.py # Contact tests
โ โโโ test_automation.py # Automation tests
โโโ README.md # Installation & usage
๐ Resources
Bigin API Documentation
- Bigin API v2 Overview: https://www.bigin.com/developer/docs/apis/v2/
- Modules API: https://www.bigin.com/developer/docs/apis/v2/modules-api.html
- Bulk APIs: https://www.bigin.com/developer/docs/apis/v2/bulk-read/overview.html
- OAuth Guide: https://www.bigin.com/developer/docs/apis/v2/oauth-overview.html
- Notification APIs: https://www.bigin.com/developer/docs/apis/v2/notifications/overview.html
Zoho OAuth Console
- API Console: https://api-console.zoho.com/
- Create "Server-based Application" for OAuth2
๐ Getting Started
Prerequisites
- Bigin account (developer sandbox recommended)
- Python 3.8+
requestslibrary (pip install requests)
Step 1: Create Zoho OAuth App
- Go to https://api-console.zoho.com/
- Click "Add Client" โ "Server-based Application"
- Set redirect URI:
http://localhost:8888/callback - Select scopes:
ZohoBigin.modules.ALL,ZohoBigin.settings.ALL - Note down Client ID and Client Secret
Step 2: Initialize Project
mkdir -p ~/.openclaw/skills/bigin-crm-skill
cd ~/.openclaw/skills/bigin-crm-skill
touch SKILL.md README.md
mkdir -p scripts config examples tests