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How to connect Basin and Bigin by Zoho CRM
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Basin or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Basin 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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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 Basin 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 Basin 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Basin, 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 Basin and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and Bigin by Zoho CRM
Basin + Bigin by Zoho CRM + Slack: Upon a new form submission in Basin, a new contact is created in Bigin. Subsequently, a notification is sent to a designated Slack channel to alert the sales team about the new lead.
Basin + Bigin by Zoho CRM + Google Sheets: When a new form submission is received in Basin, the contact information is used to update an existing contact or create a new one in Bigin, and the submission data is simultaneously logged in Google Sheets for analysis.
Basin and Bigin by Zoho CRM integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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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FAQ Basin and Bigin by Zoho CRM
How can I connect my Basin account to Bigin by Zoho CRM using Latenode?
To connect your Basin account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bigin contacts from new Basin form submissions?
Yes, you can! Latenode lets you instantly create Bigin contacts whenever a new form is submitted in Basin, saving time. Use no-code blocks or JS for advanced data transforms.
What types of tasks can I perform by integrating Basin with Bigin by Zoho CRM?
Integrating Basin with Bigin by Zoho CRM allows you to perform various tasks, including:
- Create a new contact in Bigin from a Basin form submission.
- Update a Bigin deal stage when a Basin form is completed.
- Send personalized follow-up emails using Bigin after a Basin submission.
- Log form data in Bigin as notes on specific contacts.
- Trigger automated tasks in Bigin based on Basin form responses.
Can I use JavaScript to transform data from Basin?
Yes! Latenode lets you use JavaScript code blocks to transform and manipulate data extracted from Basin before sending it to Bigin.
Are there any limitations to the Basin and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Basin and Bigin can affect workflow execution.
- Custom fields in Bigin require careful mapping during setup.
