Bigin by Zoho CRM and Fireflies.ai Integration

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Automatically update Bigin by Zoho CRM with meeting summaries from Fireflies.ai. Latenode’s visual editor makes custom field mapping effortless, and affordable execution lets you scale data enrichment without cost concerns.

Bigin by Zoho CRM + Fireflies.ai integration

Connect Bigin by Zoho CRM and Fireflies.ai in minutes with Latenode.

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Bigin by Zoho CRM

Fireflies.ai

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bigin by Zoho CRM and Fireflies.ai

Create a New Scenario to Connect Bigin by Zoho CRM and Fireflies.ai

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

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Connect Bigin by Zoho CRM

Sign In

Run node once

Add the Fireflies.ai Node

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

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Bigin by Zoho CRM

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Fireflies.ai

Authenticate Fireflies.ai

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

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Run node once

Configure the Bigin by Zoho CRM and Fireflies.ai 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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Bigin by Zoho CRM

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Select an action *

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The action ID

Run node once

Set Up the Bigin by Zoho CRM and Fireflies.ai 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, Fireflies.ai, 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 Fireflies.ai integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Fireflies.ai (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 Fireflies.ai

Fireflies.ai + Bigin by Zoho CRM + Slack: When a new transcript is available in Fireflies.ai, the automation will log the meeting notes to Bigin as a new contact and send a summary of the meeting to a designated Slack channel.

Fireflies.ai + Bigin by Zoho CRM + Google Sheets: This automation flow tracks customer interactions from Fireflies.ai transcripts, logs them into Bigin by Zoho CRM, and then summarizes the interaction data into a Google Sheets spreadsheet.

Bigin by Zoho CRM and Fireflies.ai 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 Fireflies.ai

Automate meeting summaries with Fireflies.ai in Latenode. Capture transcriptions, extract action items, and push data to your CRM or project management tools. Build custom workflows to analyze call trends or automate follow-ups. Latenode adds flexible data routing and no-code logic to your AI-powered meeting intelligence.

See how Latenode works

FAQ Bigin by Zoho CRM and Fireflies.ai

How can I connect my Bigin by Zoho CRM account to Fireflies.ai using Latenode?

To connect your Bigin by Zoho CRM account to Fireflies.ai 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 Fireflies.ai accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Bigin contacts from Fireflies.ai meeting transcripts?

Yes, you can! Latenode enables seamless data transfer, automatically creating new Bigin by Zoho CRM contacts from Fireflies.ai transcript data, saving sales reps valuable time and improving CRM data quality.

What types of tasks can I perform by integrating Bigin by Zoho CRM with Fireflies.ai?

Integrating Bigin by Zoho CRM with Fireflies.ai allows you to perform various tasks, including:

  • Create new Bigin by Zoho CRM leads from analyzed Fireflies.ai meeting data.
  • Update existing Bigin by Zoho CRM contact details with information from meetings.
  • Log Fireflies.ai meeting summaries as notes in Bigin by Zoho CRM.
  • Trigger automated follow-up tasks in Bigin by Zoho CRM based on meeting keywords.
  • Analyze meeting sentiment and update Bigin by Zoho CRM contact scores automatically.

Can I filter Fireflies.ai transcripts before updating Bigin by Zoho CRM?

Yes! Latenode allows you to filter Fireflies.ai transcripts using AI or custom JavaScript, ensuring only relevant information updates your Bigin by Zoho CRM records.

Are there any limitations to the Bigin by Zoho CRM and Fireflies.ai integration on Latenode?

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

  • The integration relies on the accuracy of Fireflies.ai's transcription service.
  • Complex data transformations might require some JavaScript coding knowledge.
  • API rate limits of Bigin by Zoho CRM and Fireflies.ai may impact high-volume workflows.

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