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Automatically enrich Bigin by Zoho CRM contact data using AI: Perplexity. Latenode's visual editor makes it easy to build custom AI prompts and JavaScript logic, letting you tailor data enrichment for less with usage-based pricing.
Connect Bigin by Zoho CRM and AI: Perplexity in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and AI: Perplexity
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: Perplexity will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or AI: Perplexity, 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: Perplexity Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select AI: Perplexity from the list of available apps, and choose the action you need from the list of nodes within AI: Perplexity.
Bigin by Zoho CRM
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AI: Perplexity
Authenticate AI: Perplexity
Now, click the AI: Perplexity node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI: Perplexity settings. Authentication allows you to use AI: Perplexity through Latenode.
Configure the Bigin by Zoho CRM and AI: Perplexity 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: Perplexity 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: Perplexity
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: Perplexity, 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: Perplexity integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and AI: Perplexity (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + AI: Perplexity + Slack: When a new lead is created in Bigin by Zoho CRM, a summary of the lead's information is generated using Perplexity AI and posted to a designated Slack channel for quick review by the sales team.
Bigin by Zoho CRM + AI: Perplexity + Google Sheets: When new contact feedback is added to Bigin by Zoho CRM, Perplexity AI analyzes the feedback to determine a sentiment score, then updates the contact's record in Bigin by Zoho CRM, and finally adds this data to a Google Sheet.
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: 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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How can I connect my Bigin by Zoho CRM account to AI: Perplexity using Latenode?
To connect your Bigin by Zoho CRM account to AI: Perplexity on Latenode, follow these steps:
Can I analyze lead sentiment using AI from CRM data?
Yes, with Latenode! Automatically send Bigin by Zoho CRM contact data to AI: Perplexity, analyze sentiment, and update lead scores. This improves lead qualification and targeting.
What types of tasks can I perform by integrating Bigin by Zoho CRM with AI: Perplexity?
Integrating Bigin by Zoho CRM with AI: Perplexity allows you to perform various tasks, including:
Can I trigger AI: Perplexity based on new deals in Bigin by Zoho CRM?
Yes! Latenode's real-time triggers allow instant automation. Analyze new deal details via AI: Perplexity and get custom reports.
Are there any limitations to the Bigin by Zoho CRM and AI: Perplexity integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: