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Create a New Scenario to Connect Bigin by Zoho CRM and Tools
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 Tools will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Tools, 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 Tools Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Tools from the list of available apps, and choose the action you need from the list of nodes within Tools.
Bigin by Zoho CRM
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Tools
Authenticate Tools
Now, click the Tools node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tools settings. Authentication allows you to use Tools through Latenode.
Configure the Bigin by Zoho CRM and Tools 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 Tools 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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Tools
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, Tools, 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 Tools integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Tools (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Tools + Google Sheets: When a new contact is created in Bigin, the automation logs the contact details and timestamps in Google Sheets, leveraging the 'Tools' app for any necessary data transformations or storage.
Bigin by Zoho CRM + Tools + Slack: Monitors contact updates in Bigin. When a contact is updated, the automation checks stored key-value data using 'Tools'. If the stored data indicates high engagement, a message is sent to a Slack channel.
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 Tools
Use Tools inside Latenode to automate tasks that lack native integrations. Control applications via UI automation, extract data from complex websites, and then pipe the results into other services. Add custom logic with JavaScript for precise control, scaling processes affordably with Latenode's usage-based pricing.
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How can I connect my Bigin by Zoho CRM account to Tools using Latenode?
To connect your Bigin by Zoho CRM account to Tools on Latenode, follow these steps:
Can I automatically update Tools tasks when a Bigin by Zoho CRM deal closes?
Yes, you can! Latenode lets you visually map data between apps, so closing a deal in Bigin by Zoho CRM can instantly trigger a task update in Tools. Keep your project workflow aligned with sales progress!
What types of tasks can I perform by integrating Bigin by Zoho CRM with Tools?
Integrating Bigin by Zoho CRM with Tools allows you to perform various tasks, including:
Can I use JavaScript to customize the data transferred from Bigin by Zoho CRM?
Yes! Latenode allows you to use JavaScript code to transform and enrich data from Bigin by Zoho CRM before sending it to Tools. Unleash full control over data flow.
Are there any limitations to the Bigin by Zoho CRM and Tools integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: