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Automatically create or update Bigin by Zoho CRM contacts from new Shopify orders, enriching customer data. Latenode's visual editor simplifies complex workflows, offering affordable, scalable automation and custom JavaScript logic.
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Create a New Scenario to Connect Bigin by Zoho CRM and Shopify
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 Shopify will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Shopify, 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 Shopify Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Shopify from the list of available apps, and choose the action you need from the list of nodes within Shopify.
Bigin by Zoho CRM
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Shopify
Authenticate Shopify
Now, click the Shopify node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shopify settings. Authentication allows you to use Shopify through Latenode.
Configure the Bigin by Zoho CRM and Shopify 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 Shopify 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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Shopify
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, Shopify, 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 Shopify integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Shopify (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Shopify + Zoho Books: When a deal is created (or updated) in Bigin by Zoho CRM, this automation searches for the corresponding order in Shopify. If found, it creates an invoice in Zoho Books, linking the order details to the invoice for accounting purposes.
Shopify + Bigin by Zoho CRM + Klaviyo: When a new customer is created in Shopify, this automation creates a corresponding contact in Bigin by Zoho CRM and then adds the profile to a specified welcome list in Klaviyo, triggering a targeted welcome email campaign.
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 Shopify
Sync Shopify orders, customers, or inventory data with other apps using Latenode. Automate fulfillment, update databases, or trigger marketing campaigns based on sales events. Use visual workflows to customize logic without code, and scale processes affordably based on execution time.
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How can I connect my Bigin by Zoho CRM account to Shopify using Latenode?
To connect your Bigin by Zoho CRM account to Shopify on Latenode, follow these steps:
Can I sync Shopify orders to Bigin deals?
Yes, easily! Latenode allows you to automatically create or update Bigin deals when new orders are placed in Shopify, streamlining your sales process. Use visual logic or JavaScript for advanced mapping.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Shopify?
Integrating Bigin by Zoho CRM with Shopify allows you to perform various tasks, including:
How do I handle errors in my Bigin by Zoho CRM automations?
Latenode provides built-in error handling. You can set up alerts or trigger alternative flows if a Bigin by Zoho CRM automation fails, ensuring data accuracy.
Are there any limitations to the Bigin by Zoho CRM and Shopify integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: