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Sync leads between Bigin by Zoho CRM and HighLevel, enhancing marketing and sales alignment. Latenode’s visual editor simplifies complex data flows, while affordable execution-based pricing scales with your business needs.
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Create a New Scenario to Connect Bigin by Zoho CRM and HighLevel
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 HighLevel will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or HighLevel, 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 HighLevel Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select HighLevel from the list of available apps, and choose the action you need from the list of nodes within HighLevel.
Bigin by Zoho CRM
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HighLevel
Authenticate HighLevel
Now, click the HighLevel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HighLevel settings. Authentication allows you to use HighLevel through Latenode.
Configure the Bigin by Zoho CRM and HighLevel 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 HighLevel 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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HighLevel
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, HighLevel, 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 HighLevel integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and HighLevel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + HighLevel + Google Sheets: When a new contact is created in Bigin, it is automatically added to HighLevel. A new row is then added to a Google Sheet to log the contact creation for reporting purposes.
HighLevel + Bigin by Zoho CRM + Slack: When a new contact is created in HighLevel, the contact is added to Bigin by Zoho CRM, and a notification is sent to a designated Slack channel to alert the sales team for immediate follow-up.
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 HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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How can I connect my Bigin by Zoho CRM account to HighLevel using Latenode?
To connect your Bigin by Zoho CRM account to HighLevel on Latenode, follow these steps:
Can I sync new Bigin leads to HighLevel?
Yes, you can! With Latenode, automate lead synchronization between Bigin by Zoho CRM and HighLevel. Instantly transfer new leads for streamlined marketing and sales, leveraging no-code logic.
What types of tasks can I perform by integrating Bigin by Zoho CRM with HighLevel?
Integrating Bigin by Zoho CRM with HighLevel allows you to perform various tasks, including:
Can I use JavaScript to customize data mapping between Bigin by Zoho CRM?
Yes, you can enhance the integration by using JavaScript blocks within Latenode to transform data and tailor it to your needs.
Are there any limitations to the Bigin by Zoho CRM and HighLevel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: