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Automatically update Bigin by Zoho CRM with insights from Trint transcripts. Latenode's visual editor lets you customize data flows with JavaScript, ensuring only relevant transcript data enriches your CRM records, saving time and improving lead qualification.
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Create a New Scenario to Connect Bigin by Zoho CRM and Trint
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 Trint will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Trint, 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 Trint Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Trint from the list of available apps, and choose the action you need from the list of nodes within Trint.
Bigin by Zoho CRM
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Trint
Authenticate Trint
Now, click the Trint node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trint settings. Authentication allows you to use Trint through Latenode.
Configure the Bigin by Zoho CRM and Trint 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 Trint 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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Trint
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, Trint, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Bigin by Zoho CRM and Trint integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Trint (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Trint + Bigin by Zoho CRM + Slack: When a new event (e.g., a transcription) is created in Trint, the transcript is exported and a message is sent to a Slack channel. This message includes a link to the transcript and the associated contact in Bigin by Zoho CRM (if one exists).
Trint + Bigin by Zoho CRM + Google Docs: When a new event is created in Trint, the transcript is summarized and stored in a new Google Docs document. A link to this document is then added to the corresponding client record in Bigin by Zoho CRM.
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 Trint
Automate audio/video transcription workflows with Trint in Latenode. Extract text, identify speakers, and analyze content directly within your automated scenarios. Route transcripts to document storage, content management systems, or AI models for sentiment analysis. Simplify media workflows and automate reporting using Latenode's visual editor and flexible data handling.
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How can I connect my Bigin by Zoho CRM account to Trint using Latenode?
To connect your Bigin by Zoho CRM account to Trint on Latenode, follow these steps:
Can I automatically transcribe customer calls from Bigin by Zoho CRM using Trint?
Yes, you can! Latenode allows you to trigger Trint transcriptions from new Bigin by Zoho CRM call records, instantly converting audio to text for analysis and improved customer insights.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Trint?
Integrating Bigin by Zoho CRM with Trint allows you to perform various tasks, including:
How secure is my Bigin by Zoho CRM data when using Latenode?
Latenode uses industry-standard encryption and security protocols to protect your data during transit and storage, ensuring privacy and compliance.
Are there any limitations to the Bigin by Zoho CRM and Trint integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: