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Automatically enrich Bigin by Zoho CRM leads using Bland AI's conversational insights. Latenode's visual editor simplifies complex logic, while affordable execution pricing keeps costs low as you scale AI-driven lead qualification.
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Create a New Scenario to Connect Bigin by Zoho CRM and Bland AI
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 Bland AI will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Bland AI, 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 Bland AI Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Bland AI from the list of available apps, and choose the action you need from the list of nodes within Bland AI.
Bigin by Zoho CRM
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Bland AI
Authenticate Bland AI
Now, click the Bland AI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bland AI settings. Authentication allows you to use Bland AI through Latenode.
Configure the Bigin by Zoho CRM and Bland AI 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 Bland AI 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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Bland AI
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, Bland AI, 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 Bland AI integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Bland AI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Bland AI + Zoho Cliq: When a new contact is created in Bigin, a phone call is sent using Bland AI. After the call, the AI analyzes the conversation and a message is sent to a Zoho Cliq channel with the analysis.
Bland AI + Bigin by Zoho CRM + Google Sheets: When a phone call ends in Bland AI, the transcript is fetched. Contact details are then retrieved from Bigin by Zoho CRM, and both sets of data are added to a new row in Google Sheets.
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 Bland AI
Use Bland AI in Latenode to automate content creation or rewrite existing text. Streamline your marketing or support workflows by generating tailored responses. Integrate it directly into your Latenode scenarios and use visual tools to manage prompts, route results, and scale AI tasks without complex coding.
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How can I connect my Bigin by Zoho CRM account to Bland AI using Latenode?
To connect your Bigin by Zoho CRM account to Bland AI on Latenode, follow these steps:
Can I automate lead qualification using AI analysis?
Yes, you can! Latenode allows you to trigger Bland AI from Bigin by Zoho CRM to qualify leads automatically. This saves time and ensures only promising leads are pursued.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Bland AI?
Integrating Bigin by Zoho CRM with Bland AI allows you to perform various tasks, including:
Can I customize AI prompts for lead scoring in Bigin by Zoho CRM?
Yes, Latenode allows custom prompts for Bland AI. Tailor AI analysis to your specific lead criteria for better lead scoring.
Are there any limitations to the Bigin by Zoho CRM and Bland AI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: