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Automatically send SMS updates from ClickSend to Bigin by Zoho CRM when deals change stages, keeping your sales team informed. Latenode's visual editor simplifies workflow creation and its affordable pricing helps you scale your automations.
Connect ClickSend and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect ClickSend 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 ClickSend, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickSend or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find ClickSend or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the ClickSend Node
Select the ClickSend node from the app selection panel on the right.
ClickSend
Configure the ClickSend
Click on the ClickSend node to configure it. You can modify the ClickSend 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 ClickSend 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.
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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 ClickSend 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 ClickSend 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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ClickSend
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ClickSend, 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 ClickSend and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between ClickSend and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ClickSend + Bigin by Zoho CRM + Google Sheets: When a new SMS is received in ClickSend, the automation finds or creates the corresponding contact in Bigin by Zoho CRM. Then, the details of the SMS and contact are logged in a Google Sheet for performance tracking.
Bigin by Zoho CRM + ClickSend + Zoho Campaigns: When a new contact is added to Bigin by Zoho CRM, a welcome SMS is sent via ClickSend to that contact. The contact is then added or updated in a Zoho Campaigns mailing list.
About ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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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 ClickSend account to Bigin by Zoho CRM using Latenode?
To connect your ClickSend account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I send SMS reminders for upcoming Bigin appointments?
Yes, you can! Latenode lets you visually automate this, triggering ClickSend SMS messages directly from Bigin. Improve engagement and reduce missed appointments effortlessly.
What types of tasks can I perform by integrating ClickSend with Bigin by Zoho CRM?
Integrating ClickSend with Bigin by Zoho CRM allows you to perform various tasks, including:
Can I use JavaScript to customize ClickSend messages in Latenode?
Yes! Latenode allows advanced users to use JavaScript for custom logic, tailoring ClickSend messages based on data from Bigin.
Are there any limitations to the ClickSend and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: