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Enrich Bigin by Zoho CRM data with Pinecone's vector embeddings for semantic search. Latenode's visual editor and affordable execution pricing make building AI-powered CRM insights simple and scalable, even with custom JavaScript logic.
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Create a New Scenario to Connect Bigin by Zoho CRM and Pinecone
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 Pinecone will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Pinecone, 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 Pinecone Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Pinecone from the list of available apps, and choose the action you need from the list of nodes within Pinecone.
Bigin by Zoho CRM
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Pinecone
Authenticate Pinecone
Now, click the Pinecone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pinecone settings. Authentication allows you to use Pinecone through Latenode.
Configure the Bigin by Zoho CRM and Pinecone 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 Pinecone 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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Pinecone
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, Pinecone, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Bigin by Zoho CRM and Pinecone integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Pinecone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + OpenAI + Pinecone: When a new contact is added in Bigin by Zoho CRM, use OpenAI (not available in provided actions) to generate insights about the contact. Store these insights as a vector in Pinecone, using the contact's ID as metadata for easy retrieval.
Bigin by Zoho CRM + Pinecone + Slack: When a new lead (contact) is added to Bigin by Zoho CRM, relevant data is extracted and stored as a vector in Pinecone. A notification is then sent to the sales team via Slack, alerting them of the new lead and providing a link to the Pinecone vector ID for further information.
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 Pinecone
Use Pinecone in Latenode to build scalable vector search workflows. Store embeddings from AI models, then use them to find relevant data. Automate document retrieval or personalized recommendations. Connect Pinecone with other apps via Latenode, bypassing complex coding and scaling easily with our pay-as-you-go pricing.
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How can I connect my Bigin by Zoho CRM account to Pinecone using Latenode?
To connect your Bigin by Zoho CRM account to Pinecone on Latenode, follow these steps:
Can I enrich Bigin contacts with Pinecone-stored vector data?
Yes, using Latenode! Enrich Bigin by Zoho CRM contacts automatically with relevant data from Pinecone to personalize outreach and improve sales strategies.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Pinecone?
Integrating Bigin by Zoho CRM with Pinecone allows you to perform various tasks, including:
How do I trigger automations in Latenode based on Bigin by Zoho CRM data?
Use the Bigin by Zoho CRM trigger node in Latenode to start workflows upon new or updated contacts and deals in Bigin by Zoho CRM.
Are there any limitations to the Bigin by Zoho CRM and Pinecone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: