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Automatically log CloudTalk calls as new Bigin by Zoho CRM leads or update existing contacts. Latenode’s visual editor makes it simple to customize lead enrichment, using JavaScript or even AI, and scale affordably.
Connect Bigin by Zoho CRM and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Bigin by Zoho CRM
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CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Bigin by Zoho CRM and CloudTalk 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 CloudTalk 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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CloudTalk
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, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + Bigin by Zoho CRM: When a new call is registered in CloudTalk, an activity is created in Bigin by Zoho CRM under the corresponding contact.
CloudTalk + Bigin by Zoho CRM + Slack: When a new call is registered in CloudTalk and no contact is found in Bigin by Zoho CRM, a message is sent to a Slack channel.
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 CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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How can I connect my Bigin by Zoho CRM account to CloudTalk using Latenode?
To connect your Bigin by Zoho CRM account to CloudTalk on Latenode, follow these steps:
Can I automatically log CloudTalk calls in Bigin?
Yes, with Latenode, automatically log CloudTalk calls as activities in Bigin by Zoho CRM. This centralizes communication data, improving reporting and contact management.
What types of tasks can I perform by integrating Bigin by Zoho CRM with CloudTalk?
Integrating Bigin by Zoho CRM with CloudTalk allows you to perform various tasks, including:
Can I use JavaScript to customize my Bigin by Zoho CRM workflows?
Yes! Latenode allows full JavaScript integration to extend Bigin by Zoho CRM, providing unlimited flexibility for custom data transformations.
Are there any limitations to the Bigin by Zoho CRM and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: