Bigin by Zoho CRM and Follow Up Boss Integration

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Sync leads from Bigin by Zoho CRM to Follow Up Boss and ensure prompt follow-up with automated workflows. Latenode’s visual editor and affordable pricing simplify complex sales sequences, letting you customize logic and scale without extra costs.

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Bigin by Zoho CRM

Follow Up Boss

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bigin by Zoho CRM and Follow Up Boss

Create a New Scenario to Connect Bigin by Zoho CRM and Follow Up Boss

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

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

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Authenticate Follow Up Boss

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

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Configure the Bigin by Zoho CRM and Follow Up Boss 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 Follow Up Boss 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, Follow Up Boss, 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 Follow Up Boss integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Follow Up Boss (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 Follow Up Boss

Bigin by Zoho CRM + Follow Up Boss + Google Sheets: When a new deal is created in either Bigin by Zoho CRM or Follow Up Boss, a new row is added to a Google Sheet to maintain a unified deal log.

Follow Up Boss + Bigin by Zoho CRM + Slack: When a contact is updated in either Follow Up Boss or Bigin by Zoho CRM, a notification is sent to a designated Slack channel to keep the sales team informed.

Bigin by Zoho CRM and Follow Up Boss 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 Follow Up Boss

Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.

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FAQ Bigin by Zoho CRM and Follow Up Boss

How can I connect my Bigin by Zoho CRM account to Follow Up Boss using Latenode?

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

Can I automatically update Follow Up Boss when deals close in Bigin?

Yes, you can! Latenode enables real-time synchronization, ensuring Follow Up Boss reflects the latest deal statuses from Bigin. This keeps your sales team aligned and informed.

What types of tasks can I perform by integrating Bigin by Zoho CRM with Follow Up Boss?

Integrating Bigin by Zoho CRM with Follow Up Boss allows you to perform various tasks, including:

  • Create new Follow Up Boss contacts from new Bigin leads.
  • Update contact information in Follow Up Boss based on Bigin updates.
  • Trigger automated email sequences in Follow Up Boss upon deal stage changes in Bigin.
  • Log Bigin activities in Follow Up Boss for comprehensive tracking.
  • Sync deal amounts between Bigin and Follow Up Boss for reporting.

What Bigin by Zoho CRM data can I access within Latenode?

Latenode allows you to access leads, contacts, deals, activities, and custom modules from Bigin by Zoho CRM, providing a complete view.

Are there any limitations to the Bigin by Zoho CRM and Follow Up Boss integration on Latenode?

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

  • Initial data synchronization may take time depending on dataset size.
  • Complex custom fields might require additional configuration.
  • API rate limits of Bigin by Zoho CRM and Follow Up Boss apply.

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