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Automatically generate personalized captions for Bigin by Zoho CRM leads using Caption AI. Latenode's visual editor and affordable execution pricing make it easier to scale content personalization across your entire sales pipeline with AI.
Connect Bigin by Zoho CRM and Caption AI in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Caption 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 Caption AI will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Caption 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 Caption AI Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Caption AI from the list of available apps, and choose the action you need from the list of nodes within Caption AI.
Bigin by Zoho CRM
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Caption AI
Authenticate Caption AI
Now, click the Caption AI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Caption AI settings. Authentication allows you to use Caption AI through Latenode.
Configure the Bigin by Zoho CRM and Caption 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 Caption 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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Caption 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, Caption 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 Caption AI integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Caption AI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Caption AI + Slack: When a new contact is added in Bigin, and Caption AI generates a meeting summary, a notification is sent to a designated Slack channel.
Bigin by Zoho CRM + Caption AI + Google Sheets: When a new contact is added in Bigin, and Caption AI generates a meeting summary, the contact details and meeting summary are logged into 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 Caption AI
Caption AI in Latenode streamlines content creation. Generate captions from images or videos directly within your workflows. Automate social media posting, ad campaigns, or content archiving. Latenode's visual editor and flexible integrations reduce manual work and allow for personalized, automated caption generation at scale, without code.
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How can I connect my Bigin by Zoho CRM account to Caption AI using Latenode?
To connect your Bigin by Zoho CRM account to Caption AI on Latenode, follow these steps:
Can I automatically generate marketing content from new Bigin leads?
Yes, you can! Latenode's AI blocks and no-code editor make it easy to generate engaging content for new Bigin by Zoho CRM leads, boosting campaign performance.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Caption AI?
Integrating Bigin by Zoho CRM with Caption AI allows you to perform various tasks, including:
What kind of Bigin by Zoho CRM data can I access in Latenode workflows?
You can access all standard and custom fields, related records, and modules within your Bigin by Zoho CRM account.
Are there any limitations to the Bigin by Zoho CRM and Caption AI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: