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How to connect Beehiiv and Zoho CRM
Create a New Scenario to Connect Beehiiv and 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 Beehiiv, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beehiiv or Zoho CRM will be your first step. To do this, click "Choose an app," find Beehiiv or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Beehiiv Node
Select the Beehiiv node from the app selection panel on the right.
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Add the Zoho CRM Node
Next, click the plus (+) icon on the Beehiiv node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Beehiiv and 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 Beehiiv and 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 Beehiiv, 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 Beehiiv and Zoho CRM integration works as expected. Depending on your setup, data should flow between Beehiiv and 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 Beehiiv and Zoho CRM
Beehiiv + Calendly + Zoho CRM: When a new subscriber is added to Beehiiv, use Calendly to schedule a follow-up call. Then, create or update a lead in Zoho CRM with the subscriber's information and Calendly event details.
Zoho CRM + Beehiiv + Slack: When a new lead is created or updated in Zoho CRM, add them as a subscriber to a specified Beehiiv newsletter and then notify the sales team in Slack about the new lead.
Beehiiv and Zoho CRM integration alternatives
About Beehiiv
Automate your Beehiiv newsletter workflows in Latenode. Trigger email campaigns based on CRM events or website activity. Sync subscriber data, segment audiences using AI, and analyze results, all within visual, scalable workflows. Connect Beehiiv to any app, enhance data, and automate repetitive tasks to focus on content.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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FAQ Beehiiv and Zoho CRM
How can I connect my Beehiiv account to Zoho CRM using Latenode?
To connect your Beehiiv account to Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beehiiv and click on "Connect".
- Authenticate your Beehiiv and Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Zoho CRM contacts from new Beehiiv subscribers?
Yes! Latenode's visual editor makes this easy. Keep your CRM data current with automated subscriber sync, ensuring accurate sales and marketing insights.
What types of tasks can I perform by integrating Beehiiv with Zoho CRM?
Integrating Beehiiv with Zoho CRM allows you to perform various tasks, including:
- Create new Zoho CRM leads from new Beehiiv subscribers.
- Update Zoho CRM contact details when Beehiiv subscriber info changes.
- Trigger targeted Zoho CRM campaigns based on Beehiiv subscription events.
- Sync Beehiiv newsletter engagement data to Zoho CRM contact records.
- Add Beehiiv subscribers to specific Zoho CRM mailing lists.
Can I use JavaScript to transform Beehiiv data before updating Zoho CRM?
Yes, Latenode's JavaScript blocks allow you to transform data before it reaches Zoho CRM, offering advanced customization.
Are there any limitations to the Beehiiv and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Initial sync of large datasets can take time to process.
- Field mappings must be correctly configured for accurate data transfer.
