Discord bot and Bigin by Zoho CRM Integration

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Automatically create Bigin by Zoho CRM contacts from new Discord bot server members. Latenode's visual editor makes it easy to customize data flows and use Javascript for advanced field formatting without extra costs.

Swap Apps

Discord bot

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Discord bot and Bigin by Zoho CRM

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

Add the Discord bot Node

Select the Discord bot node from the app selection panel on the right.

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Discord bot

Configure the Discord bot

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

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Discord bot

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Sign In

Run node once

Add the Bigin by Zoho CRM Node

Next, click the plus (+) icon on the Discord bot 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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Discord bot

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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.

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Sign In

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Configure the Discord bot 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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Bigin by Zoho CRM Oauth 2.0

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Run node once

Set Up the Discord bot 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 Discord bot, 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 Discord bot and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Discord bot 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 Discord bot and Bigin by Zoho CRM

Discord bot + Google Sheets + Bigin by Zoho CRM: When a new member joins a Discord server, their details are logged in a Google Sheet, and a corresponding contact is created or updated in Bigin.

Bigin by Zoho CRM + Discord bot + Zoho Cliq: When a deal is created in Bigin, a congratulatory message is sent via the Discord bot to a specific channel, and a notification is also sent to a Zoho Cliq channel.

Discord bot and Bigin by Zoho CRM integration alternatives

About Discord bot

Use Discord bots in Latenode to automate community updates or customer support. Trigger actions based on Discord events, like new messages or reactions, and update your databases, send emails, or manage tasks. Latenode allows complex workflows and custom logic, with no-code tools or JavaScript, beyond Discord's basic features.

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 Discord bot and Bigin by Zoho CRM

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

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

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

Can I automatically create Bigin contacts from new Discord members?

Yes, you can! Latenode's visual editor makes it simple to automate contact creation, saving time and ensuring no leads are missed, enhancing your CRM data.

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

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

  • Send Bigin contact updates as Discord bot messages to relevant channels.
  • Create new Bigin tasks when specific commands are triggered in Discord.
  • Automatically update Bigin deal stages based on Discord user activity.
  • Post Discord server announcements for new Bigin contact creation.
  • Sync Discord roles with contact segments in Bigin for targeted outreach.

Can I use JavaScript for complex Discord bot + Bigin integrations?

Yes! Latenode allows JavaScript code blocks, enabling you to handle complex logic and data transformations within your integration flows.

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

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

  • Rate limits imposed by the Discord bot and Bigin by Zoho CRM APIs may affect performance.
  • Complex data transformations might require advanced JavaScript coding skills.
  • Initial setup requires valid API keys and appropriate permissions for both applications.

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