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Create a New Scenario to Connect Bigin by Zoho CRM and Miro
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 Miro will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Miro, 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 Miro Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Miro from the list of available apps, and choose the action you need from the list of nodes within Miro.
Bigin by Zoho CRM
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Miro
Authenticate Miro
Now, click the Miro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Miro settings. Authentication allows you to use Miro through Latenode.
Configure the Bigin by Zoho CRM and Miro 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 Miro 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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Miro
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, Miro, 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 Miro integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Miro (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin + Miro + Slack: When a deal stage is updated in Bigin, the corresponding item on a Miro board is updated. A Slack message is then sent to a specified channel to notify the team about the deal stage change.
Miro + Bigin + Google Sheets: When a new or updated item is created on a Miro board (e.g., during a brainstorming session), a lead is created in Bigin. The lead information is then added as a new row in a Google Sheets spreadsheet for tracking.
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 Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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How can I connect my Bigin by Zoho CRM account to Miro using Latenode?
To connect your Bigin by Zoho CRM account to Miro on Latenode, follow these steps:
Can I automatically update Miro boards based on Bigin deals?
Yes, you can! Latenode allows you to trigger Miro board updates when deal stages change in Bigin. Visualize your sales pipeline progress in real-time for better team alignment.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Miro?
Integrating Bigin by Zoho CRM with Miro allows you to perform various tasks, including:
Can I use custom fields from Bigin in my Latenode workflows?
Yes, Latenode supports accessing custom fields from Bigin. Use them to personalize your Miro boards or automate tasks based on specific data.
Are there any limitations to the Bigin by Zoho CRM and Miro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: