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Sync Businessmap project updates to Zoho CRM automatically, keeping sales aligned with project milestones. Latenode's visual editor and JavaScript support make complex logic easy, and execution-based pricing keeps costs low as you scale.
Connect Businessmap and Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Businessmap and Zoho CRM
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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Zoho CRM will be your first step. To do this, click "Choose an app," find Businessmap or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoho CRM Node
Next, click the plus (+) icon on the Businessmap node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
Businessmap
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Zoho CRM
Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Businessmap and Zoho CRM 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 Businessmap and Zoho CRM 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 CRM
Trigger on Webhook
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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, Zoho CRM, 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 Businessmap and Zoho CRM integration works as expected. Depending on your setup, data should flow between Businessmap and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + Zoho CRM + Slack: When a card's status changes in Businessmap, the corresponding client record in Zoho CRM is updated. A notification is then sent to a designated Slack channel to inform the team of the update.
Zoho CRM + Businessmap + Google Sheets: When a new deal is created in Zoho CRM, a new project is created in Businessmap. The project details are then logged in a Google Sheets spreadsheet for tracking and reporting.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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How can I connect my Businessmap account to Zoho CRM using Latenode?
To connect your Businessmap account to Zoho CRM on Latenode, follow these steps:
Can I automate lead creation in Zoho CRM from new Businessmap cards?
Yes, you can! Latenode lets you automate lead creation using a visual interface. Enjoy seamless synchronization, keeping your sales pipeline updated automatically and saving time.
What types of tasks can I perform by integrating Businessmap with Zoho CRM?
Integrating Businessmap with Zoho CRM allows you to perform various tasks, including:
How does Latenode handle data transformations between Businessmap and Zoho CRM?
Latenode offers powerful data mapping and transformation using JavaScript, ensuring seamless compatibility between Businessmap and Zoho CRM data structures.
Are there any limitations to the Businessmap and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: