BambooHR and Bigin by Zoho CRM Integration

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Automatically create new Bigin by Zoho CRM contacts from BambooHR employee data. Latenode’s visual editor and affordable execution costs simplify employee onboarding and keep sales aligned with HR.

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BambooHR

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect BambooHR and Bigin by Zoho CRM

Create a New Scenario to Connect BambooHR and Bigin by Zoho CRM

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find BambooHR or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.

Add the BambooHR Node

Select the BambooHR node from the app selection panel on the right.

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BambooHR

Configure the BambooHR

Click on the BambooHR node to configure it. You can modify the BambooHR URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Bigin by Zoho CRM Node

Next, click the plus (+) icon on the BambooHR 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.

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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.

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Sign In

Run node once

Configure the BambooHR 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.

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Bigin by Zoho CRM Oauth 2.0

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Run node once

Set Up the BambooHR and Bigin by Zoho CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring BambooHR, Bigin by Zoho CRM, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the BambooHR and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between BambooHR and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect BambooHR and Bigin by Zoho CRM

BambooHR + Bigin by Zoho CRM + Slack: When a new employee is added in BambooHR, a new contact is created in Bigin by Zoho CRM. Then, a welcome message is sent to a designated Slack channel.

Bigin by Zoho CRM + Google Calendar + BambooHR: When a deal is closed in Bigin by Zoho CRM, a team meeting is scheduled in Google Calendar and the employee record in BambooHR is updated to reflect the deal closure.

BambooHR and Bigin by Zoho CRM integration alternatives

About BambooHR

Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.

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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.

See how Latenode works

FAQ BambooHR and Bigin by Zoho CRM

How can I connect my BambooHR account to Bigin by Zoho CRM using Latenode?

To connect your BambooHR account to Bigin by Zoho CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select BambooHR and click on "Connect".
  • Authenticate your BambooHR and Bigin by Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate new employee onboarding in Bigin by Zoho CRM?

Yes, you can! Latenode automates onboarding based on BambooHR data, instantly creating new Bigin contacts. Save time and ensure data accuracy across platforms!

What types of tasks can I perform by integrating BambooHR with Bigin by Zoho CRM?

Integrating BambooHR with Bigin by Zoho CRM allows you to perform various tasks, including:

  • Automatically create new Bigin contacts from new BambooHR employee records.
  • Update contact information in Bigin when employee details change in BambooHR.
  • Trigger deal creation in Bigin upon employee promotion in BambooHR.
  • Send personalized welcome emails via Bigin to new BambooHR hires.
  • Synchronize employee leave data from BambooHR to Bigin for project planning.

How secure is BambooHR data when used with Latenode workflows?

Latenode uses secure authentication and encryption to protect your BambooHR and Bigin data. We adhere to industry best practices for data security.

Are there any limitations to the BambooHR and Bigin by Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data sync may take time depending on the volume of records.
  • Complex custom fields may require custom JavaScript for full integration.
  • API rate limits of BambooHR and Bigin can affect high-volume data transfers.

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