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Sync leads between Cloze and Bigin by Zoho CRM to ensure consistent data across sales platforms. Latenode's visual editor and affordable pricing makes scaling your lead management workflows easier. Customize data flows with code.
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Create a New Scenario to Connect Cloze and Bigin by 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Cloze or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
Cloze
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Cloze 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.
Cloze
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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 Cloze 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 Cloze and Bigin by Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Bigin by Zoho CRM
Trigger on Webhook
β
Cloze
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Bigin by 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 Cloze and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Cloze and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Bigin by Zoho CRM + Slack: When a deal is updated in Cloze (triggering a change), the corresponding contact is updated in Bigin by Zoho CRM, and a congratulatory message is sent to a specified Slack channel.
Bigin by Zoho CRM + Cloze + Google Sheets: When a new contact is added to Bigin by Zoho CRM, a corresponding person is created or updated in Cloze, and the lead information is logged in a Google Sheet.
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze account to Bigin by Zoho CRM using Latenode?
To connect your Cloze account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I sync new Cloze contacts to Bigin by Zoho CRM?
Yes, you can! Latenode's real-time triggers ensure new Cloze contacts are instantly added to Bigin by Zoho CRM, streamlining your sales pipeline and eliminating manual data entry.
What types of tasks can I perform by integrating Cloze with Bigin by Zoho CRM?
Integrating Cloze with Bigin by Zoho CRM allows you to perform various tasks, including:
How secure is my Cloze data when using Latenode?
Latenode uses advanced encryption and secure authentication to protect your Cloze and Bigin by Zoho CRM data during integration and workflow execution.
Are there any limitations to the Cloze and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: