Converter and Bigin by Zoho CRM Integration

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Automatically update Bigin by Zoho CRM contacts with converted lead data from Converter using Latenode's visual editor. Easily customize data mapping and scaling with Javascript while saving with our affordable pricing.

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Converter

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Converter and Bigin by Zoho CRM

Create a New Scenario to Connect Converter 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 Converter, triggered by another scenario, or executed manually (for testing purposes). In most cases, Converter or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Converter or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.

Add the Converter Node

Select the Converter node from the app selection panel on the right.

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Configure the Converter

Click on the Converter node to configure it. You can modify the Converter URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the Bigin by Zoho CRM Node

Next, click the plus (+) icon on the Converter 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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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.

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Converter

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Run node once

Configure the Converter 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.

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Converter

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Bigin by Zoho CRM Oauth 2.0

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Run node once

Set Up the Converter and Bigin by Zoho CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Converter, 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 Converter and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Converter and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Converter and Bigin by Zoho CRM

Bigin by Zoho CRM + Converter + Google Drive: When a new contact is created in Bigin, a file is converted using the Converter, and then the converted file is uploaded to Google Drive.

Bigin by Zoho CRM + Converter + Slack: When a lead's file is converted to the requested format, a notification is sent to a specified Slack channel.

Converter and Bigin by Zoho CRM integration alternatives

About Converter

Need to standardize file formats? Integrate Converter in Latenode to automatically transform documents as part of any workflow. Convert PDFs to text, images to vector graphics, and more. Automate data entry, content repurposing, or reporting pipelines with no-code ease and JavaScript customization. Stop juggling formats manually.

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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.

See how Latenode works

FAQ Converter and Bigin by Zoho CRM

How can I connect my Converter account to Bigin by Zoho CRM using Latenode?

To connect your Converter account to Bigin by Zoho CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Converter and click on "Connect".
  • Authenticate your Converter and Bigin by Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate lead creation from converted files?

Yes, you can! Latenode lets you automatically create Bigin by Zoho CRM leads from successfully converted Converter files. This streamlines your sales process and ensures no lead is missed, all without manual data entry.

What types of tasks can I perform by integrating Converter with Bigin by Zoho CRM?

Integrating Converter with Bigin by Zoho CRM allows you to perform various tasks, including:

  • Automatically creating new Bigin by Zoho CRM deals from converted documents.
  • Updating contact information in Bigin by Zoho CRM after a file conversion.
  • Triggering email notifications in Bigin by Zoho CRM upon successful file conversion.
  • Logging file conversion details in Bigin by Zoho CRM deal notes.
  • Creating tasks in Bigin by Zoho CRM to follow up on converted files.

How secure is connecting Converter to Bigin by Zoho CRM on Latenode?

Latenode uses secure authentication protocols and encryption to protect your data when connecting Converter and Bigin by Zoho CRM. Your credentials are never stored.

Are there any limitations to the Converter and Bigin by Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time updates depend on the API availability of both Converter and Bigin by Zoho CRM.
  • Complex file conversions may require additional processing time.
  • The number of operations depends on your Latenode plan limits.

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