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Automatically trigger Delighted surveys after key Bigin by Zoho CRM milestones. Latenode's visual editor makes customization easy, and affordable execution-based pricing lets you scale feedback collection without breaking the bank.
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Create a New Scenario to Connect Bigin by Zoho CRM and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
Bigin by Zoho CRM
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Delighted
Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Bigin by Zoho CRM and Delighted 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 Delighted 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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Delighted
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, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Delighted (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Delighted + Bigin by Zoho CRM + Slack: When a customer submits a negative response in Delighted, the automation finds the corresponding contact in Bigin by Zoho CRM and then sends a direct message in Slack to the account manager, alerting them to follow up with the customer immediately.
Delighted + Bigin by Zoho CRM + Zoho Campaigns: When a customer provides positive feedback in Delighted, the automation finds the corresponding contact in Bigin by Zoho CRM. If the contact exists, they are added to a customer appreciation email campaign in Zoho Campaigns.
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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI β all without per-step costs.
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How can I connect my Bigin by Zoho CRM account to Delighted using Latenode?
To connect your Bigin by Zoho CRM account to Delighted on Latenode, follow these steps:
Can I trigger surveys after closing deals in Bigin by Zoho CRM?
Yes, you can! Latenode enables you to automatically trigger Delighted surveys upon deal closure in Bigin by Zoho CRM, instantly capturing customer feedback and boosting satisfaction insights.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Delighted?
Integrating Bigin by Zoho CRM with Delighted allows you to perform various tasks, including:
How secure is my Bigin by Zoho CRM data when using Latenode?
Latenode employs enterprise-grade security, including encryption and secure authentication, ensuring your Bigin by Zoho CRM data is protected at all times.
Are there any limitations to the Bigin by Zoho CRM and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: