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Automatically create Bigin by Zoho CRM leads from tracked time in Clockify. Latenode’s visual editor simplifies complex setups, offering affordable scaling and advanced customization with JavaScript.
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Create a New Scenario to Connect Clockify 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 Clockify, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clockify or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Clockify or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Clockify Node
Select the Clockify node from the app selection panel on the right.
Clockify
Configure the Clockify
Click on the Clockify node to configure it. You can modify the Clockify 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 Clockify 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.
Clockify
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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 Clockify 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 Clockify 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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Clockify
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Clockify, 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 Clockify and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Clockify and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clockify + Bigin by Zoho CRM + Slack: When a new time entry is created in Clockify, find the related contact in Bigin. If the time spent on the contact exceeds a predefined budget, send a notification in Slack.
Bigin by Zoho CRM + Clockify + Google Sheets: When a deal is closed in Bigin, create a time entry in Clockify and log the deal data along with the time entry details in a Google Sheet.
About Clockify
Track work hours in Clockify and automate reporting within Latenode. Log time entries, then trigger automated invoice creation, project updates, or performance dashboards. Centralize time tracking data in your workflows and reduce manual data entry. Use AI tools to analyze time data and optimize project timelines.
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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 Clockify account to Bigin by Zoho CRM using Latenode?
To connect your Clockify account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically create Bigin leads from Clockify time entries?
Yes, you can! Latenode lets you automate lead creation based on tracked time. Benefit: effortless data sync ensures no potential client interaction is missed.
What types of tasks can I perform by integrating Clockify with Bigin by Zoho CRM?
Integrating Clockify with Bigin by Zoho CRM allows you to perform various tasks, including:
How do I handle errors during Clockify and Bigin data sync?
Latenode's advanced error handling and logging ensure you can quickly identify and resolve sync issues between Clockify and Bigin.
Are there any limitations to the Clockify and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: