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Automatically create WhatsApp Personal Account messages for new Bigin by Zoho CRM leads, and use Latenode’s visual editor for easy customization. Scale affordably with pay-by-execution pricing.
Connect Bigin by Zoho CRM and WhatsApp Personal Account in minutes with Latenode.
Create Bigin by Zoho CRM to WhatsApp Personal Account workflow
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Bigin by Zoho CRM
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Create a New Scenario to Connect Bigin by Zoho CRM and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
Bigin by Zoho CRM
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WhatsApp Personal Account
Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the Bigin by Zoho CRM and WhatsApp Personal Account 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 WhatsApp Personal Account 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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WhatsApp Personal Account
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, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and WhatsApp Personal Account (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Google Sheets + WhatsApp Personal Account: When a new contact is added in Bigin, their information is added to a Google Sheet, and a welcome message is sent to them via WhatsApp.
WhatsApp Personal Account + Bigin by Zoho CRM + Calendly: When a new message is received in WhatsApp, create a contact in Bigin and then create an invitee in Calendly.
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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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How can I connect my Bigin by Zoho CRM account to WhatsApp Personal Account using Latenode?
To connect your Bigin by Zoho CRM account to WhatsApp Personal Account on Latenode, follow these steps:
Can I send WhatsApp messages for new Bigin contacts?
Yes, you can! With Latenode, automatically send personalized WhatsApp messages to new contacts added in Bigin by Zoho CRM, enhancing customer engagement instantly and ensuring timely follow-ups.
What types of tasks can I perform by integrating Bigin by Zoho CRM with WhatsApp Personal Account?
Integrating Bigin by Zoho CRM with WhatsApp Personal Account allows you to perform various tasks, including:
How secure is Bigin by Zoho CRM data on Latenode?
Latenode employs enterprise-grade security measures, including encryption, to ensure your Bigin by Zoho CRM data is protected both in transit and at rest.
Are there any limitations to the Bigin by Zoho CRM and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: