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Create a New Scenario to Connect Bigin by Zoho CRM and Vapi
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Vapi will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
Bigin by Zoho CRM
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Vapi
Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Bigin by Zoho CRM and Vapi 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 Vapi 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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Vapi
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, Vapi, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Bigin by Zoho CRM and Vapi integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Vapi (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Vapi + Bigin by Zoho CRM + Google Sheets: When a call ends in Vapi, log the call details into a contact in Bigin by Zoho CRM. Weekly, summarize the call data from Bigin and add it to Google Sheets.
Vapi + Bigin by Zoho CRM + Slack: When Vapi detects a specific keyword during a call, fetch the associated contact in Bigin by Zoho CRM, and notify the sales team on Slack with the contact details and keyword.
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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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How can I connect my Bigin by Zoho CRM account to Vapi using Latenode?
To connect your Bigin by Zoho CRM account to Vapi on Latenode, follow these steps:
Can I trigger outbound calls when a Bigin by Zoho CRM deal closes?
Yes, with Latenode! Trigger Vapi calls automatically when a Bigin by Zoho CRM deal reaches "Closed Won." Leverage no-code logic and custom JS functions for advanced call routing.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Vapi?
Integrating Bigin by Zoho CRM with Vapi allows you to perform various tasks, including:
HowsecureistheBiginbyZohoCRMintegrationwithVapionLatenode?
Latenode uses secure authentication and encryption to protect your Bigin by Zoho CRM and Vapi data during integration and workflow execution.
Are there any limitations to the Bigin by Zoho CRM and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: