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Sync Bigin by Zoho CRM contacts to MongoDB for enriched profiles and custom reporting. Latenode's visual editor simplifies data transformation and offers affordable, execution-based pricing, letting you scale insights without escalating costs.
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Create a New Scenario to Connect Bigin by Zoho CRM and MongoDB
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 MongoDB will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or MongoDB, 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 MongoDB Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select MongoDB from the list of available apps, and choose the action you need from the list of nodes within MongoDB.
Bigin by Zoho CRM
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MongoDB
Authenticate MongoDB
Now, click the MongoDB node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your MongoDB settings. Authentication allows you to use MongoDB through Latenode.
Configure the Bigin by Zoho CRM and MongoDB 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 MongoDB 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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MongoDB
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, MongoDB, 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 MongoDB integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and MongoDB (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + MongoDB + Slack: When a new contact is added to Bigin CRM, its details are logged in MongoDB. Subsequently, a Slack notification is sent to a specified channel to alert the team about the new lead.
Bigin by Zoho CRM + MongoDB + Google Sheets: This automation tracks deal stages in Bigin CRM. When a contact is updated, its details are logged in MongoDB for analysis. Simultaneously, the updated contact information is synced to Google Sheets for reporting purposes.
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 MongoDB
Use MongoDB in Latenode to automate data storage and retrieval. Aggregate data from multiple sources, then store it in MongoDB for analysis or reporting. Latenode lets you trigger workflows based on MongoDB changes, create real-time dashboards, and build custom integrations. Low-code tools and JavaScript nodes unlock flexibility for complex data tasks.
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How can I connect my Bigin by Zoho CRM account to MongoDB using Latenode?
To connect your Bigin by Zoho CRM account to MongoDB on Latenode, follow these steps:
Can I archive Bigin by Zoho CRM leads in MongoDB?
Yes, you can! Latenode lets you automate archiving leads, creating backups and freeing up space. Plus, you can use JavaScript blocks for advanced data transformations.
What types of tasks can I perform by integrating Bigin by Zoho CRM with MongoDB?
Integrating Bigin by Zoho CRM with MongoDB allows you to perform various tasks, including:
Can I use Latenode to filter data before it enters MongoDB?
Yes, you can. Latenode's visual editor and JavaScript steps give you full control to filter and format data ensuring only relevant information reaches MongoDB.
Are there any limitations to the Bigin by Zoho CRM and MongoDB integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: