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Sync Bigin by Zoho CRM leads into Podio for streamlined project management. Latenode’s visual editor makes custom field mapping simple, while affordable execution-based pricing scales perfectly as your team closes more deals.
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Create a New Scenario to Connect Bigin by Zoho CRM and Podio
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 Podio will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Podio, 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 Podio Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Podio from the list of available apps, and choose the action you need from the list of nodes within Podio.
Bigin by Zoho CRM
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Podio
Authenticate Podio
Now, click the Podio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Podio settings. Authentication allows you to use Podio through Latenode.
Configure the Bigin by Zoho CRM and Podio 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 Podio 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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Podio
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, Podio, 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 Podio integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Podio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Podio + Slack: When a deal is created in Bigin by Zoho CRM, a project is created in Podio, and a notification is sent to a designated Slack channel to inform the team.
Podio + Bigin by Zoho CRM + Google Sheets: When a project is completed in Podio, the corresponding company in Bigin by Zoho CRM is updated, and the completion is logged in a Google Sheet 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 Podio
Sync Podio project data to other apps, automate task creation based on triggers, or generate reports using Latenode’s visual builder. Bypass Podio's limitations with custom JavaScript functions, AI integrations, and flexible data transformations. Automate your workflows without complex code and scale efficiently with Latenode.
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How can I connect my Bigin by Zoho CRM account to Podio using Latenode?
To connect your Bigin by Zoho CRM account to Podio on Latenode, follow these steps:
Can I automatically create Podio items from new Bigin by Zoho CRM contacts?
Yes, you can! Latenode enables automated workflows, ensuring new Bigin by Zoho CRM contacts instantly become Podio items. Centralize data and boost team collaboration effortlessly.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Podio?
Integrating Bigin by Zoho CRM with Podio allows you to perform various tasks, including:
How secure is connecting Bigin by Zoho CRM to Podio through Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your data during Bigin by Zoho CRM and Podio integration.
Are there any limitations to the Bigin by Zoho CRM and Podio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: