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Automatically add new Bigin by Zoho CRM contacts to Cleverreach for targeted email campaigns. Latenode's visual editor and affordable pay-by-execution pricing makes lead nurturing easier. Scale your CRM and email marketing without code.
Connect Bigin by Zoho CRM and Cleverreach in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Cleverreach
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – 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 Cleverreach will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Cleverreach, 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 Cleverreach Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
Bigin by Zoho CRM
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Cleverreach
Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Bigin by Zoho CRM and Cleverreach 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 Cleverreach 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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Cleverreach
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, Cleverreach, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Bigin by Zoho CRM and Cleverreach integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Cleverreach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Cleverreach + Zoho Campaigns: When a new contact is added to Bigin, they are automatically added as a subscriber in Cleverreach and as a contact in Zoho Campaigns, ensuring synchronized email marketing lists.
Cleverreach + Bigin by Zoho CRM + Zoho Mail: When a subscriber clicks a link in a Cleverreach campaign, a follow-up email is sent via Zoho Mail. The event is logged by updating the contact's information in Bigin.
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 Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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How can I connect my Bigin by Zoho CRM account to Cleverreach using Latenode?
To connect your Bigin by Zoho CRM account to Cleverreach on Latenode, follow these steps:
Can I sync new Bigin contacts to Cleverreach lists?
Yes, with Latenode, you can automatically add new Bigin by Zoho CRM contacts to your Cleverreach email lists, ensuring timely and targeted communication.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Cleverreach?
Integrating Bigin by Zoho CRM with Cleverreach allows you to perform various tasks, including:
Can I use JavaScript to transform data between Bigin and Cleverreach?
Yes, Latenode allows custom JavaScript code to transform data for unique Bigin by Zoho CRM + Cleverreach workflows.
Are there any limitations to the Bigin by Zoho CRM and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: