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Automatically enrich new Bigin by Zoho CRM leads with Instantly data using Latenode. Customize data flows with JavaScript, and scale lead qualification affordably by paying only for execution time.
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Create a New Scenario to Connect Bigin by Zoho CRM and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
Bigin by Zoho CRM
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Instantly
Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Bigin by Zoho CRM and Instantly 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 Instantly 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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Instantly
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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Instantly + Slack: When a new contact is created in Bigin, automatically create a lead in Instantly for outreach and notify the sales team in Slack.
Instantly + Bigin by Zoho CRM + Google Sheets: Log Instantly campaign performance data (e.g., emails sent, opened, replies) to Google Sheets and update contact information in Bigin by Zoho CRM.
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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic β all without per-step pricing limits.
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How can I connect my Bigin by Zoho CRM account to Instantly using Latenode?
To connect your Bigin by Zoho CRM account to Instantly on Latenode, follow these steps:
Can I automatically update Bigin contacts from new Instantly leads?
Yes, you can! Latenode enables seamless data transfer, automatically updating Bigin by Zoho CRM with new Instantly leads, saving time and ensuring data consistency. Plus, scale easily with built-in queueing!
What types of tasks can I perform by integrating Bigin by Zoho CRM with Instantly?
Integrating Bigin by Zoho CRM with Instantly allows you to perform various tasks, including:
How secure is Bigin by Zoho CRM data when using Latenode integrations?
Latenode uses secure authentication and encryption protocols to protect your Bigin by Zoho CRM data during all integration processes. Data privacy is a top priority.
Are there any limitations to the Bigin by Zoho CRM and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: