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Automatically archive finalized Bigin by Zoho CRM deals in Microsoft SharePoint Online. Latenode's visual editor makes it easy to customize file naming and folder structure, while low-cost execution handles scaling.
Connect Bigin by Zoho CRM and Microsoft SharePoint Online in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Microsoft SharePoint Online
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 Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Microsoft SharePoint Online, 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 Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.
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Microsoft SharePoint Online
Authenticate Microsoft SharePoint Online
Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.
Configure the Bigin by Zoho CRM and Microsoft SharePoint Online 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 Microsoft SharePoint Online 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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Microsoft SharePoint Online
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, Microsoft SharePoint Online, 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 Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Microsoft SharePoint Online + Zoho CRM: When a deal is created or updated in Bigin, the automation will create a corresponding folder in SharePoint to store related documents. Subsequently, relevant deal information will be updated in Zoho CRM.
Microsoft SharePoint Online + Bigin by Zoho CRM + Microsoft Teams: When a new file is uploaded to a designated SharePoint folder, the automation retrieves the associated lead details from Bigin and sends a notification with that information to a specific channel in Microsoft Teams.
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 Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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How can I connect my Bigin by Zoho CRM account to Microsoft SharePoint Online using Latenode?
To connect your Bigin by Zoho CRM account to Microsoft SharePoint Online on Latenode, follow these steps:
Can I automatically save new Bigin contacts' documents to SharePoint?
Yes, you can! Latenode’s visual editor makes it easy. Triggered by new Bigin contacts, automatically save related files to a designated SharePoint folder. Centralize your data effortlessly.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Microsoft SharePoint Online?
Integrating Bigin by Zoho CRM with Microsoft SharePoint Online allows you to perform various tasks, including:
What authentication methods does Latenode support for Bigin by Zoho CRM?
Latenode supports OAuth 2.0 for secure, direct access to your Bigin data. This provides a seamless and secure authentication experience.
Are there any limitations to the Bigin by Zoho CRM and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: