Bigin by Zoho CRM and Confluence Integration

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Automatically create Confluence documentation from new Bigin by Zoho CRM deals. Latenode's visual editor simplifies complex logic and adds custom JavaScript for nuanced data mapping, saving time and ensuring accuracy.

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Bigin by Zoho CRM

Confluence

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bigin by Zoho CRM and Confluence

Create a New Scenario to Connect Bigin by Zoho CRM and Confluence

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 Confluence will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Confluence, 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.

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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.

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Run node once

Add the Confluence Node

Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.

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Authenticate Confluence

Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.

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Configure the Bigin by Zoho CRM and Confluence Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Bigin by Zoho CRM and Confluence Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Bigin by Zoho CRM, Confluence, 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 Confluence integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Confluence (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Bigin by Zoho CRM and Confluence

Bigin by Zoho CRM + Confluence + Slack: When a deal reaches a specific stage in Bigin, search for the relevant Confluence page using keywords from the deal. Then, send a message to a designated Slack channel with a link to the Confluence page.

Confluence + Bigin by Zoho CRM + Google Sheets: When a Confluence page is updated, search for a matching contact in Bigin using the page title. If a contact is found, log the page view event in a Google Sheet, including the contact's name and the page title.

Bigin by Zoho CRM and Confluence integration alternatives

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.

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

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FAQ Bigin by Zoho CRM and Confluence

How can I connect my Bigin by Zoho CRM account to Confluence using Latenode?

To connect your Bigin by Zoho CRM account to Confluence on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Bigin by Zoho CRM and click on "Connect".
  • Authenticate your Bigin by Zoho CRM and Confluence accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Confluence pages from new Bigin by Zoho CRM deals?

Yes, you can! Latenode allows you to trigger Confluence page creation from new Bigin by Zoho CRM deals. Automate documentation and keep your team aligned with deal progress.

What types of tasks can I perform by integrating Bigin by Zoho CRM with Confluence?

Integrating Bigin by Zoho CRM with Confluence allows you to perform various tasks, including:

  • Create Confluence pages for new Bigin by Zoho CRM contacts
  • Update Confluence pages when Bigin by Zoho CRM deals change stages
  • Post Bigin by Zoho CRM deal summaries to Confluence spaces
  • Generate meeting agendas in Confluence from Bigin by Zoho CRM events
  • Archive Bigin by Zoho CRM contact information into Confluence pages

Can I use JavaScript to transform data between Bigin by Zoho CRM and Confluence?

Yes, Latenode allows using JavaScript code blocks to transform and map data between Bigin by Zoho CRM and Confluence for advanced customization.

Are there any limitations to the Bigin by Zoho CRM and Confluence integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript coding.
  • Real-time synchronization depends on the API limits of both apps.
  • Attachments from Bigin by Zoho CRM might require additional parsing.

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