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Automatically enrich Bigin by Zoho CRM leads with AI Agent insights on Latenode, tailoring outreach based on real-time data. Latenode's visual editor and affordable pricing make this high-impact automation accessible and scalable.
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Create a New Scenario to Connect AI Agent and Bigin by Zoho CRM
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find AI Agent or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the AI Agent node, select Bigin by Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Bigin by Zoho CRM.
AI Agent
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Bigin by Zoho CRM
Authenticate Bigin by Zoho CRM
Now, click the Bigin by Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bigin by Zoho CRM settings. Authentication allows you to use Bigin by Zoho CRM through Latenode.
Configure the AI Agent and Bigin by Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Bigin by Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Bigin by Zoho CRM
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Bigin by Zoho CRM, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the AI Agent and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between AI Agent and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + AI Agent + Google Sheets: When a new contact is added to Bigin by Zoho CRM, the AI Agent summarizes the contact's information. The summary is then added as a new row in a Google Sheet for reporting purposes.
Bigin by Zoho CRM + AI Agent + Slack: When a deal is closed in Bigin by Zoho CRM, the AI Agent drafts a congratulatory message based on the deal details. This message is then sent to the relevant team in Slack to celebrate the success.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Bigin by Zoho CRM
Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.
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How can I connect my AI Agent account to Bigin by Zoho CRM using Latenode?
To connect your AI Agent account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically analyze leads from Bigin in AI Agent?
Yes, you can! Latenode lets you trigger AI Agent from new Bigin leads. This automates lead qualification, saving time and ensuring consistent follow-up.
What types of tasks can I perform by integrating AI Agent with Bigin by Zoho CRM?
Integrating AI Agent with Bigin by Zoho CRM allows you to perform various tasks, including:
HowdoesLatenodeenhanceAI-Agent'sBiginintegrationcapabilities?
Latenode adds advanced logic, JavaScript, and custom API calls to AI Agent, extending its Bigin capabilities beyond basic triggers.
Are there any limitations to the AI Agent and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: