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Enrich Bigin by Zoho CRM leads with real-time data from Tavily using Latenode's visual editor, adding custom JavaScript logic for precise lead qualification. Scale affordably and turn insights into action faster.
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Create a New Scenario to Connect Bigin by Zoho CRM and Tavily
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 Tavily will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Tavily, 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 Tavily Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Tavily from the list of available apps, and choose the action you need from the list of nodes within Tavily.
Bigin by Zoho CRM
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Tavily
Authenticate Tavily
Now, click the Tavily node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tavily settings. Authentication allows you to use Tavily through Latenode.
Configure the Bigin by Zoho CRM and Tavily 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 Tavily 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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Tavily
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, Tavily, 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 Tavily integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Tavily (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Tavily + Slack: When a new lead (Company) is added in Bigin, Tavily searches for relevant information about the company. A summary is then sent to a designated Slack channel to notify the sales team.
Tavily + Bigin by Zoho CRM + Google Sheets: Tavily searches for information about a company. The information is then used to create or update a company record in Bigin, and the data is added to a Google Sheet for tracking.
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 Tavily
Use Tavily in Latenode to automate research workflows. Retrieve and analyze data from various sources for competitive intelligence or market research. Integrate Tavily’s search API into Latenode for automated content aggregation and report generation. Connect to AI models or databases, scaling your data processing without complex coding.
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How can I connect my Bigin by Zoho CRM account to Tavily using Latenode?
To connect your Bigin by Zoho CRM account to Tavily on Latenode, follow these steps:
Can I automatically enrich Bigin contacts with Tavily search results?
Yes, you can! Latenode allows you to create workflows that automatically enrich Bigin by Zoho CRM contacts, using Tavily to find up-to-date information & improve lead quality.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Tavily?
Integrating Bigin by Zoho CRM with Tavily allows you to perform various tasks, including:
How secure is my Bigin by Zoho CRM data when using Latenode?
Latenode employs industry-standard security measures, including encryption and access controls, to protect your Bigin by Zoho CRM data during integration and workflow execution.
Are there any limitations to the Bigin by Zoho CRM and Tavily integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: