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Sync Bigin by Zoho CRM and Close CRM for unified lead management. Latenode's visual editor simplifies complex dataflows, while affordable execution-based pricing makes advanced CRM automation accessible.
Connect Bigin by Zoho CRM and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Close CRM
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 Close CRM will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Close CRM, 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 Close CRM Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Bigin by Zoho CRM
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Bigin by Zoho CRM and Close CRM 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 Close CRM 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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Close CRM
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, Close CRM, 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 Close CRM integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Close CRM + Google Sheets: When a new lead is created in Bigin, it's also created in Close CRM. The lead details are then logged in a Google Sheet for reporting purposes.
Close CRM + Bigin by Zoho CRM + Slack: When a lead's status is changed in Close CRM, the corresponding contact is updated in Bigin. Then, a notification is sent to a Slack channel to celebrate the deal closing.
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 Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my Bigin by Zoho CRM account to Close CRM using Latenode?
To connect your Bigin by Zoho CRM account to Close CRM on Latenode, follow these steps:
Can I sync new Bigin contacts to Close as leads?
Yes, you can! Latenode's visual editor makes it easy to sync new Bigin by Zoho CRM contacts to Close CRM, automatically creating new leads. Save time and ensure no lead is missed.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Close CRM?
Integrating Bigin by Zoho CRM with Close CRM allows you to perform various tasks, including:
Can I use JavaScript to transform data between Bigin and Close?
Yes! Latenode allows you to use JavaScript to transform data, ensuring seamless compatibility between Bigin by Zoho CRM and Close CRM fields.
Are there any limitations to the Bigin by Zoho CRM and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: