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Enrich Bigin by Zoho CRM leads with AI: Perplexity insights using Latenode's visual editor. Build custom workflows, use JavaScript for advanced logic, and save on costs with execution-based pricing.
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Create a New Scenario to Connect AI: Perplexity and Bigin by Zoho CRM
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find AI: Perplexity or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity 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: Perplexity 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: Perplexity
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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: Perplexity 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: Perplexity 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: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, Bigin by Zoho CRM, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the AI: Perplexity and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Perplexity + Bigin by Zoho CRM + Slack: Summarize research on a company using Perplexity, update the company details in Bigin, and then share a summary and a link to the Bigin record in a Slack channel.
Google Sheets + Perplexity + Bigin by Zoho CRM: When a new row is added to a Google Sheet, research the lead using Perplexity, then create or update the contact details in Bigin.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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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: Perplexity account to Bigin by Zoho CRM using Latenode?
To connect your AI: Perplexity account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I enrich leads with AI insights?
Yes! Latenode enables workflows to automatically analyze new Bigin leads with AI: Perplexity, extracting key insights. This helps personalize outreach and improve conversion rates.
What types of tasks can I perform by integrating AI: Perplexity with Bigin by Zoho CRM?
Integrating AI: Perplexity with Bigin by Zoho CRM allows you to perform various tasks, including:
How can I use custom prompts in AI: Perplexity?
Latenode allows you to use custom prompts within AI: Perplexity, tailoring AI responses to specific needs and improving workflow accuracy.
Are there any limitations to the AI: Perplexity and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: