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Automatically enrich Bigin by Zoho CRM leads with AI Agent insights using Latenode's visual editor. Build custom lead scoring models with JavaScript, and scale affordably by paying only for execution time.
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Create a New Scenario to Connect Bigin by Zoho CRM and AI Agent
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 Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or AI Agent will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or AI Agent, and select the appropriate trigger to start the scenario.
Add the Bigin by Zoho CRM Node
Select the Bigin by Zoho CRM node from the app selection panel on the right.
Bigin by Zoho CRM
Configure the Bigin by Zoho CRM
Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
Bigin by Zoho CRM
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Bigin by Zoho CRM and AI Agent 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 Bigin by Zoho CRM and AI Agent 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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AI Agent
Trigger on Webhook
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Bigin by Zoho CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bigin by Zoho CRM, AI Agent, 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 Bigin by Zoho CRM and AI Agent integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + AI Agent + Slack: When a new contact is created in Bigin, the AI Agent summarizes the contact's information. The summary is then posted to a dedicated Slack channel for quick review by the sales team.
Bigin by Zoho CRM + AI Agent + Google Sheets: Analyze customer sentiment from new contact data in Bigin using AI. Log the analysis results, including the contact's name and sentiment score, into a Google Sheets spreadsheet for reporting and tracking trends over time.
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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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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How can I connect my Bigin by Zoho CRM account to AI Agent using Latenode?
To connect your Bigin by Zoho CRM account to AI Agent on Latenode, follow these steps:
Can I generate summaries of Bigin leads using AI Agent?
Yes, you can. Latenode allows automated summaries of Bigin by Zoho CRM leads with AI Agent. This saves time and ensures you focus on the most promising leads.
What types of tasks can I perform by integrating Bigin by Zoho CRM with AI Agent?
Integrating Bigin by Zoho CRM with AI Agent allows you to perform various tasks, including:
Can I use custom JavaScript functions with Bigin by Zoho CRM in Latenode?
Yes, Latenode allows you to incorporate custom JavaScript code, enabling advanced data manipulation and workflow logic beyond standard no-code options.
Are there any limitations to the Bigin by Zoho CRM and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: