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Capture leads via Formsite and automatically update Bigin by Zoho CRM, enriching records with form data. Latenode's visual editor and affordable execution costs simplify and scale lead management workflows.
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Create a New Scenario to Connect Bigin by Zoho CRM and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
Bigin by Zoho CRM
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Formsite
Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Bigin by Zoho CRM and Formsite 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 Formsite 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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Formsite
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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Formsite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Formsite + Bigin by Zoho CRM + Zoho Campaigns: When a new form is submitted in Formsite, a new contact is created in Bigin by Zoho CRM, and that contact is then added or updated in Zoho Campaigns.
Formsite + Bigin by Zoho CRM + Slack: When a new form is submitted on Formsite, a contact is created in Bigin by Zoho CRM and a notification with form submission details is sent to a designated Slack channel.
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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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How can I connect my Bigin by Zoho CRM account to Formsite using Latenode?
To connect your Bigin by Zoho CRM account to Formsite on Latenode, follow these steps:
Can I automatically update Bigin deals from Formsite submissions?
Yes, with Latenode! Trigger workflows from new Formsite entries to update Bigin by Zoho CRM deals automatically. Leverage Latenode's no-code blocks for ease, or JavaScript for complex logic!
What types of tasks can I perform by integrating Bigin by Zoho CRM with Formsite?
Integrating Bigin by Zoho CRM with Formsite allows you to perform various tasks, including:
Can I use JavaScript code to transform data between Bigin and Formsite?
Yes, Latenode allows you to use JavaScript to transform data between Bigin by Zoho CRM and Formsite, for advanced customization and calculations.
Are there any limitations to the Bigin by Zoho CRM and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: