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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.
Connect Bigin by Zoho CRM and Fireflies.ai in minutes with Latenode.
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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.
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 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.
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.
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.
Set Up the Bigin by Zoho CRM and Fireflies.ai 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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Fireflies.ai
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, 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.
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.
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 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.
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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:
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:
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: