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Sync Bigin by Zoho CRM and Cloze to centralize contacts, automate lead updates, and eliminate duplicate data entry. Latenode’s visual editor and affordable pricing lets you build custom, scalable CRM integrations without overspending.
Connect Bigin by Zoho CRM and Cloze in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Bigin by Zoho CRM
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Cloze
Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Bigin by Zoho CRM and Cloze 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 Cloze 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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Cloze
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, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Cloze + Google Sheets: When a contact is updated in Bigin by Zoho CRM, the corresponding contact in Cloze is updated. The changes are then logged in a Google Sheets spreadsheet for auditing purposes.
Bigin by Zoho CRM + Cloze + Slack: When a deal stage is updated in either Bigin by Zoho CRM or Cloze, a notification is sent to a designated Slack channel to alert the sales team.
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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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How can I connect my Bigin by Zoho CRM account to Cloze using Latenode?
To connect your Bigin by Zoho CRM account to Cloze on Latenode, follow these steps:
Can I sync new Bigin contacts to Cloze automatically?
Yes, you can! Latenode lets you sync Bigin by Zoho CRM contacts to Cloze in real-time. Automate contact management and ensure data consistency effortlessly with our visual workflow builder.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Cloze?
Integrating Bigin by Zoho CRM with Cloze allows you to perform various tasks, including:
How secure is the Bigin by Zoho CRM data transfer in Latenode?
Latenode uses secure encryption and authentication protocols, ensuring the privacy and safety of your Bigin by Zoho CRM data during the integration.
Are there any limitations to the Bigin by Zoho CRM and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: