Bigin by Zoho: identify callers in Webex

CRM · all sectors · international

If someone calls whose number is in Bigin by Zoho, the Webex sidebar gives their name – before you pick up. The lookup happens in your own Bigin by Zoho, at the moment of the call. With Bigin by Zoho, the company is added.

The phone rings Incoming call
Webex reports the number
Haus iT Caller ID standardises it
Your Bigin by Zoho looks it up Your customer data stays here
The sidebar names the caller

About 250 milliseconds from ring to name, measured on 03/09/2026 across 25 numbers that had never been looked up before. Not a single lookup took more than 400 milliseconds – the threshold at which a person starts waiting.

What the Bigin by Zoho connector delivers

Finds by phone number – yes When the phone rings, the caller's number is looked up in this system. That is the basic service; without it there would be no connector.
Finds by name – yes You can also type a name into the Webex tile's search bar. Without this capability the connector only answers the question “who is calling”.
States the company – yes The company the caller works for is added to their name – provided it is maintained in the system.
States the customer number – no The system does not supply a customer number through this interface. The line stays empty – it is not guessed.
Links into the record – no Der Klick in der Kachel führt nicht in den Datensatz: Wie sich ein Datensatz in diesem System per Adresse öffnen lässt, ist nicht öffentlich beschrieben – geraten wird es nicht.
Writes the call note back – no Die Anbindung liest ausschließlich: Eine Gesprächsnotiz schreibt sie in dieses System heute nicht zurück. Das Feld dafür erscheint in der Kachel gar nicht erst.

These details are not maintained by hand; they are read from the same description the query itself runs on. They therefore cannot go stale without the connector changing with them.

How the query works

When the phone rings, Webex reports the number to the portal. The portal queries your Bigin by Zoho with it – using the credentials your company has stored for that purpose – and returns what it found. There is no nightly sync and no copy of your customer base with us.

The result is cached so the same number is not queried on every call: hits for 14 days, unsuccessful queries for 24 hours.

What you need in Bigin by Zoho

Data centre
Client ID secret
Client secret secret
Refresh token secret

The portal walks you through where to find these details in your system step by step during setup.

The connector is set up once for the entire company. Which employee may use the Webex tile is decided by management or IT in the portal – the tile is billed per user, so set up is not the same as enabled.

Limits of this connector

Bigin by Zoho does not provide a customer number over this interface. The line then stays empty – it is not guessed.
Einen Klick in den Datensatz bietet die Kachel bei Bigin by Zoho nicht: Wie sich ein Kontakt dort per Adresse öffnen lässt, ist nicht öffentlich beschrieben.
Was im Gespräch notiert wird, schreibt die Anbindung heute nicht nach Bigin by Zoho zurück. Sie liest ausschließlich.
A contact system knows customers – not suppliers, not public authorities, not tradespeople. For everything that will never be in there, the portal has its own number book.

When you place the call

You type a name into the tile's search bar – Bigin by Zoho returns the phone numbers stored there, and one click has Webex dial.

The search bar type a name
Your Bigin by Zoho returns the numbers Your customer data stays here
The tile shows each one
Webex dials on one click

The path of an outgoing call in four steps: you type a name into the tile's search bar, Your Bigin by Zoho returns the phone numbers stored there – the customer data stays there – the tile shows each number separately with its label, and one click has Webex dial.

Every stored number appears on its own, with its label – office, mobile, private. Otherwise someone who called from a mobile gets a callback to the desk they are not sitting at.

Dialling is done by the Webex client. The portal opens no connection – it hands the number to your operating system, which passes it on to Webex.

From inside Bigin by Zoho you dial with an extension for Google Chrome: select the number, right-click, call. The number goes to the Webex App on your computer, and Webex places the call. You download the extension in the portal.

What it looks like

The tile during a call: company, contact, customer number and a button to open the record in the CRM. — The Webex sidebar during an incoming call. The screenshot is from live operation; which lines are filled for Bigin by Zoho is stated in the table above.

Questions about Bigin by Zoho and Webex

How do I see who is calling in Bigin by Zoho?

You do not see it in Bigin by Zoho but in Webex: Haus iT Caller ID looks the number up in your Bigin by Zoho while the phone rings and shows the result in the sidebar of the Webex client – before you pick up.

What appears in the tile then?

Always the caller's name. Plus the company, provided it is filled in on the record. Einen Verweis in den Datensatz bietet die Kachel hier nicht.

What does the Bigin by Zoho connector need?

These details: Data centre, Client ID, Client secret, Refresh token. The portal shows you where to find them in Bigin by Zoho during setup.

Is my customer data copied?

No. The question goes straight to your Bigin by Zoho, at the moment of the call. No copy of your customer base is created here, and no call content is processed.

What happens if the caller is not in Bigin by Zoho?

Then they stay unknown for now – a contact system knows customers, not suppliers or public authorities. That is what the portal's own number book is for: once someone is named, they are identified from then on.

What does it cost?

The portal with connection to Webex, retention of call data and number book is free, with no limit on workplaces. The Webex tile is billed per user per month.