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Automatically post Bigin by Zoho CRM updates to Zoho Cliq for team awareness and faster reactions. Latenode’s visual editor and affordable execution pricing make setup and scaling simpler than ever.
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Create a New Scenario to Connect Bigin by Zoho CRM and Zoho Cliq
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 Zoho Cliq will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Zoho Cliq, 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 Zoho Cliq Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Zoho Cliq from the list of available apps, and choose the action you need from the list of nodes within Zoho Cliq.
Bigin by Zoho CRM
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Zoho Cliq
Authenticate Zoho Cliq
Now, click the Zoho Cliq node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Cliq settings. Authentication allows you to use Zoho Cliq through Latenode.
Configure the Bigin by Zoho CRM and Zoho Cliq 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 Zoho Cliq 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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Zoho Cliq
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, Zoho Cliq, 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 Zoho Cliq integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Zoho Cliq (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Zoho Cliq + Zoho CRM: When a deal is updated in Bigin, a notification is sent to a specified channel in Zoho Cliq. Subsequently, the deal is also updated in Zoho CRM to reflect the changes made in Bigin.
Bigin by Zoho CRM + Zoho Cliq + Google Calendar: Upon creation of a new company in Bigin, a message is sent in Zoho Cliq to schedule a meeting. This also creates an event in Google Calendar.
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 Zoho Cliq
Integrate Zoho Cliq with Latenode to automate team communication based on real-time triggers. Post messages to channels when specific events occur in other apps. Manage approvals, send notifications, and monitor project status changes automatically. Build custom workflows for efficient collaboration without manual steps, using Latenode's visual editor and API support for advanced logic.
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How can I connect my Bigin by Zoho CRM account to Zoho Cliq using Latenode?
To connect your Bigin by Zoho CRM account to Zoho Cliq on Latenode, follow these steps:
Can I get Cliq notifications for new Bigin leads?
Yes, you can! Latenode's visual editor makes this easy. Get instant alerts in Cliq when new leads are added in Bigin by Zoho CRM, ensuring your team responds promptly and efficiently.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Zoho Cliq?
Integrating Bigin by Zoho CRM with Zoho Cliq allows you to perform various tasks, including:
HowsecureistheBiginbyZohoCRMintegrationonLatenode?
Latenode uses secure authentication and encryption to protect your Bigin by Zoho CRM data, ensuring your workflows run safely and reliably.
Are there any limitations to the Bigin by Zoho CRM and Zoho Cliq integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: