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Automatically add new Bigin by Zoho CRM contacts to Cleverreach for targeted email campaigns. Latenode lets you deeply customize your lead nurturing flow with JavaScript and pay only for execution time.
Connect Cleverreach and Bigin by Zoho CRM in minutes with Latenode.
Create Cleverreach to Bigin by Zoho CRM workflow
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Create a New Scenario to Connect Cleverreach and Bigin by Zoho CRM
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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Cleverreach or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
Cleverreach
Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Cleverreach node, select Bigin by Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Bigin by Zoho CRM.
Cleverreach
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Bigin by Zoho CRM
Authenticate Bigin by Zoho CRM
Now, click the Bigin by Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bigin by Zoho CRM settings. Authentication allows you to use Bigin by Zoho CRM through Latenode.
Configure the Cleverreach and Bigin by 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 Cleverreach and Bigin by 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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Bigin by Zoho CRM
Trigger on Webhook
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Cleverreach
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cleverreach, Bigin by Zoho CRM, 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 Cleverreach and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Cleverreach and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cleverreach + Bigin by Zoho CRM + Zoho Campaigns: When a new subscriber is added to Cleverreach, a contact is created in Bigin and then added to a specified list in Zoho Campaigns.
Bigin by Zoho CRM + Cleverreach + Google Sheets: When a new contact is added to Bigin, their Cleverreach subscription status is checked, and then the contact details and subscription status are logged in a Google Sheet.
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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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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How can I connect my Cleverreach account to Bigin by Zoho CRM using Latenode?
To connect your Cleverreach account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I sync new Bigin contacts to Cleverreach lists?
Yes, you can! Latenode lets you automatically sync new Bigin by Zoho CRM contacts to Cleverreach, ensuring your email lists are always up-to-date and maximizing outreach effectiveness.
What types of tasks can I perform by integrating Cleverreach with Bigin by Zoho CRM?
Integrating Cleverreach with Bigin by Zoho CRM allows you to perform various tasks, including:
CanIuseJavaScripttocustomizeCleverreachBiginintegration?
Yes, Latenode allows you to use JavaScript to customize your Cleverreach and Bigin by Zoho CRM integration for unique data transformations and workflows.
Are there any limitations to the Cleverreach and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: