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Automatically create personalized videos in Captions when contact details change in Bigin by Zoho CRM. Latenode's visual editor and affordable pricing make dynamic content updates easier to manage and scale.
Connect Bigin by Zoho CRM and Captions in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Captions
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Captions will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Captions, 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 Captions Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Captions from the list of available apps, and choose the action you need from the list of nodes within Captions.
Bigin by Zoho CRM
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Captions
Authenticate Captions
Now, click the Captions node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Captions settings. Authentication allows you to use Captions through Latenode.
Configure the Bigin by Zoho CRM and Captions 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 Captions 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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Captions
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, Captions, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Bigin by Zoho CRM and Captions integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Captions (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Captions + Slack: When a new lead is created in Bigin, Captions generates a summary of the lead. This summary is then sent to a dedicated Slack channel to notify the team.
Captions + Bigin by Zoho CRM + Google Sheets: When a Captions video generation request is completed, relevant video metrics are logged in Google Sheets along with corresponding lead data from Bigin by Zoho CRM.
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 Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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How can I connect my Bigin by Zoho CRM account to Captions using Latenode?
To connect your Bigin by Zoho CRM account to Captions on Latenode, follow these steps:
Can I automatically create Captions videos from new Bigin leads?
Yes, you can! With Latenode, automate video creation in Captions whenever a new lead is added in Bigin. Enhance lead engagement and personalize your outreach with ease.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Captions?
Integrating Bigin by Zoho CRM with Captions allows you to perform various tasks, including:
HowsecureistheBiginbyZohoCRMintegrationwithCaptionsonLatenode?
Latenode employs industry-standard security protocols, including encryption, to ensure data safety during Bigin by Zoho CRM and Captions integration workflows.
Are there any limitations to the Bigin by Zoho CRM and Captions integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: