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Sync leads and deals between Bigin by Zoho CRM and Zendesk Sell, triggering custom workflows on Latenode. Scale your sales automation affordably, adding complex logic with JavaScript when needed.
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Create a New Scenario to Connect Bigin by Zoho CRM and Zendesk Sell
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 Zendesk Sell will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Zendesk Sell, 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 Zendesk Sell Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Bigin by Zoho CRM
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Zendesk Sell
Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Bigin by Zoho CRM and Zendesk Sell 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 Zendesk Sell 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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Zendesk Sell
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, Zendesk Sell, 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 Zendesk Sell integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Zendesk Sell + Slack: When a deal is updated to 'Closed Won' in either Bigin or Zendesk Sell, a notification is sent to a designated Slack channel informing the sales team of the successful deal closure.
Zendesk Sell + Bigin by Zoho CRM + QuickBooks: When a new lead or customer is created in either Zendesk Sell or Bigin, the information is automatically used to create a corresponding customer entry in QuickBooks for billing purposes.
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 Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups β all in a scalable, low-code environment.
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How can I connect my Bigin by Zoho CRM account to Zendesk Sell using Latenode?
To connect your Bigin by Zoho CRM account to Zendesk Sell on Latenode, follow these steps:
Can I sync new Bigin contacts to Zendesk Sell?
Yes, Latenode enables real-time contact synchronization. Automatically create or update Zendesk Sell leads when new contacts are added to Bigin, streamlining sales workflows.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Zendesk Sell?
Integrating Bigin by Zoho CRM with Zendesk Sell allows you to perform various tasks, including:
How does Latenode handle data transformations with Bigin by Zoho CRM?
Latenode offers powerful data transformation tools via JavaScript blocks and AI, ensuring seamless data mapping between Bigin and Zendesk Sell.
Are there any limitations to the Bigin by Zoho CRM and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: