# Send bigin-crm-skill to your agent Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually. ## Fast path - Download the package from Yavira. - Extract it into a folder your agent can access. - Paste one of the prompts below and point your agent at the extracted folder. ## Suggested prompts ### New install ```text I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete. ``` ### Upgrade existing ```text I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run. ``` ## Machine-readable fields ```json { "schemaVersion": "1.0", "item": { "slug": "bigin-crm-skill", "name": "bigin-crm-skill", "source": "tencent", "type": "skill", "category": "开发工具", "sourceUrl": "https://clawhub.ai/lindy-dev/bigin-crm-skill", "canonicalUrl": "https://clawhub.ai/lindy-dev/bigin-crm-skill", "targetPlatform": "OpenClaw" }, "install": { "downloadUrl": "/downloads/bigin-crm-skill", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=bigin-crm-skill", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "README.md", "SKILL.md", "scripts/auth.py", "scripts/contacts.py", "scripts/tasks.py", "scripts/bigin_crm.py" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "slug": "bigin-crm-skill", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-05-11T18:25:50.160Z", "expiresAt": "2026-05-18T18:25:50.160Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=bigin-crm-skill", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=bigin-crm-skill", "contentDisposition": "attachment; filename=\"bigin-crm-skill-1.0.1.zip\"", "redirectLocation": null, "bodySnippet": null, "slug": "bigin-crm-skill" }, "scope": "item", "summary": "Item download looks usable.", "detail": "Yavira can redirect you to the upstream package for this item.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/bigin-crm-skill" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] } }, "links": { "detailUrl": "https://openagent3.xyz/skills/bigin-crm-skill", "downloadUrl": "https://openagent3.xyz/downloads/bigin-crm-skill", "agentUrl": "https://openagent3.xyz/skills/bigin-crm-skill/agent", "manifestUrl": "https://openagent3.xyz/skills/bigin-crm-skill/agent.json", "briefUrl": "https://openagent3.xyz/skills/bigin-crm-skill/agent.md" } } ``` ## Documentation ### 🏗️ About A simple skill to connect Bigin CRM to OpenClaw ### Prerequisites Bigin account (developer sandbox recommended) Python 3.8+ requests library (pip install requests) ### 🏗️ Architecture ┌─────────────────────────────────────────┐ │ OpenClaw Agent │ │ (Your personal sales assistant) │ └─────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────┐ │ Bigin CRM Skill (Python) │ │ - OAuth2 authentication │ │ - REST API v2 wrapper │ │ - Pipeline automation │ │ - Contact/Company management │ └─────────────────────────────────────────┘ │ ▼ ┌─────────────────────────────────────────┐ │ Bigin CRM REST API v2 │ │ - Pipelines (core sales module) │ │ - Contacts & Companies │ │ - Tasks, Events, Calls │ │ - Products & Notes │ └─────────────────────────────────────────┘ ### 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 → Bigin # 1. Receive email from prospect # 2. Extract sender info → Create/update contact # 3. Check if company exists → Create if new # 4. Create pipeline entry if none exists # 5. Assign to sales rep # 6. Set follow-up task # 7. Reply with acknowledgment ### 📁 Project Structure bigin-crm-skill/ ├── SKILL.md # Skill documentation ├── config/ │ ├── bigin-config.json # API endpoints (bigin/v2) │ └── oauth-config.json # Client ID/secret template ├── scripts/ │ ├── bigin_crm.py # Main Python module │ ├── auth.py # OAuth2 flow (ZohoBigin scopes) │ ├── pipelines.py # Pipeline operations (CORE!) │ ├── contacts.py # Contact management │ ├── companies.py # Company/Account management │ ├── tasks.py # Task management │ ├── events.py # Event/meeting management │ ├── calls.py # Call logging │ ├── reports.py # Analytics & reporting │ └── automation.py # Pipeline automation ├── examples/ │ ├── bulk-import-contacts.csv # Sample import file │ ├── pipeline-mapping.json # Pipeline stage mapping │ └── automation-workflows/ # Pre-built workflows │ ├── auto-assign.yaml │ ├── follow-up-reminders.yaml │ └── stage-advancement.yaml ├── tests/ │ ├── test_pipelines.py # Pipeline tests │ ├── test_contacts.py # Contact tests │ └── test_automation.py # Automation tests └── README.md # Installation & usage ### 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 ### Prerequisites Bigin account (developer sandbox recommended) Python 3.8+ requests library (pip install requests) ### Step 1: Create Zoho OAuth App Go to https://api-console.zoho.com/ Click "Add Client" → "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 ## Trust - Source: tencent - Verification: Indexed source record - Publisher: lindy-dev - Version: 1.0.1 ## Source health - Status: healthy - Item download looks usable. - Yavira can redirect you to the upstream package for this item. - Health scope: item - Reason: direct_download_ok - Checked at: 2026-05-11T18:25:50.160Z - Expires at: 2026-05-18T18:25:50.160Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/bigin-crm-skill) - [Send to Agent page](https://openagent3.xyz/skills/bigin-crm-skill/agent) - [JSON manifest](https://openagent3.xyz/skills/bigin-crm-skill/agent.json) - [Markdown brief](https://openagent3.xyz/skills/bigin-crm-skill/agent.md) - [Download page](https://openagent3.xyz/downloads/bigin-crm-skill)