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Automatically send personalized Thankster cards when new deals close in Bigin by Zoho CRM. Latenode’s visual editor simplifies building complex automation, while affordable execution-based pricing optimizes costs.
Connect Bigin by Zoho CRM and Thankster in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Thankster, 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 Thankster Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
Bigin by Zoho CRM
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Thankster
Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Bigin by Zoho CRM and Thankster 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 Thankster 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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Thankster
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, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Thankster (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Thankster + Zoho CRM: When a deal is closed in Bigin by Zoho CRM, the contact information is used to create or update a contact in Thankster. Then, Thankster sends a thank you card, and a record is created in Zoho CRM to log the event.
Thankster + Bigin by Zoho CRM + Slack: When Thankster sends a card to a contact, their contact information is retrieved from Bigin by Zoho CRM. Then, a message is sent to a Slack channel to notify the sales team.
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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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How can I connect my Bigin by Zoho CRM account to Thankster using Latenode?
To connect your Bigin by Zoho CRM account to Thankster on Latenode, follow these steps:
Can I automatically send thank you cards for new Bigin leads?
Yes! Latenode automates Thankster card creation based on new Bigin by Zoho CRM leads, triggering personalized mailings instantly. Enhance engagement with zero manual effort using our visual workflow editor.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Thankster?
Integrating Bigin by Zoho CRM with Thankster allows you to perform various tasks, including:
How does Latenode handle Bigin by Zoho CRM API rate limits?
Latenode offers advanced queueing and error handling. These features efficiently manage Bigin by Zoho CRM API usage, preventing errors even during peak automation.
Are there any limitations to the Bigin by Zoho CRM and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: