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Sync Bigin by Zoho CRM contacts to SmartSuite for project tracking. Latenode’s visual editor simplifies complex data mapping, while affordable execution-based pricing avoids cost overruns as your contact list grows.
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Create a New Scenario to Connect Bigin by Zoho CRM and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
Bigin by Zoho CRM
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SmartSuite
Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Bigin by Zoho CRM and SmartSuite 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 SmartSuite 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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SmartSuite
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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and SmartSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Zoho Campaigns + SmartSuite: When a new contact is added in Bigin, they are automatically added or updated in Zoho Campaigns. This action then triggers the creation of a new record in SmartSuite, marking the contact's entry into the CRM and the start of a welcome campaign.
SmartSuite + Bigin by Zoho CRM + Slack: Upon a new record being created in SmartSuite (e.g., a task completion), the corresponding contact in Bigin by Zoho CRM is updated. Subsequently, a Slack notification is sent to the relevant account manager to inform them of the task's completion and the contact's updated status.
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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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How can I connect my Bigin by Zoho CRM account to SmartSuite using Latenode?
To connect your Bigin by Zoho CRM account to SmartSuite on Latenode, follow these steps:
Can I sync new Bigin contacts to SmartSuite?
Yes, easily! Latenode's visual editor lets you automate contact syncing. Never manually update; keep contact lists synchronized across Bigin by Zoho CRM and SmartSuite.
What types of tasks can I perform by integrating Bigin by Zoho CRM with SmartSuite?
Integrating Bigin by Zoho CRM with SmartSuite allows you to perform various tasks, including:
Can Latenode handle complex data transformations with Bigin by Zoho CRM?
Yes! Latenode allows advanced data manipulation using JavaScript and AI, transforming data during the Bigin by Zoho CRM integration.
Are there any limitations to the Bigin by Zoho CRM and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: