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Automatically create personalized video content for Bigin by Zoho CRM leads in Creatomate. Latenode's visual editor simplifies complex video automations while scaling affordably, enhanced by custom code or flexible API integrations.
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Create a New Scenario to Connect Bigin by Zoho CRM and Creatomate
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Creatomate will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Creatomate, 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 Creatomate Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Creatomate from the list of available apps, and choose the action you need from the list of nodes within Creatomate.
Bigin by Zoho CRM
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Creatomate
Authenticate Creatomate
Now, click the Creatomate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Creatomate settings. Authentication allows you to use Creatomate through Latenode.
Configure the Bigin by Zoho CRM and Creatomate 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 Creatomate 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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Creatomate
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, Creatomate, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Bigin by Zoho CRM and Creatomate integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Creatomate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Creatomate + Google Drive: When a new contact is added to Bigin CRM, Creatomate renders a personalized welcome video from a template. This video is then uploaded to Google Drive.
Bigin by Zoho CRM + Creatomate + Slack: When a deal closes in Bigin CRM, Creatomate generates a celebratory video. This video is then sent to a designated Slack channel as a notification.
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 Creatomate
Automate video creation with Creatomate in Latenode. Generate personalized videos from data: product demos, social media content, or reports. Connect Creatomate to any data source and automate complex workflows with Latenode's visual editor, JavaScript support, and flexible API. Scale video production without manual effort.
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How can I connect my Bigin by Zoho CRM account to Creatomate using Latenode?
To connect your Bigin by Zoho CRM account to Creatomate on Latenode, follow these steps:
Can I automatically create personalized videos for new Bigin leads?
Yes, you can! Latenode's visual editor makes it easy to trigger Creatomate videos when new leads are added in Bigin by Zoho CRM, boosting engagement with personalized content.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Creatomate?
Integrating Bigin by Zoho CRM with Creatomate allows you to perform various tasks, including:
Can I filter Bigin by Zoho CRM data before sending it to Creatomate?
Yes, Latenode allows you to filter data using no-code blocks or JavaScript before it reaches Creatomate, ensuring only relevant info is used.
Are there any limitations to the Bigin by Zoho CRM and Creatomate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: