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How to connect Drip and Bigin by Zoho CRM
Create a New Scenario to Connect Drip 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 Drip, triggered by another scenario, or executed manually (for testing purposes). In most cases, Drip or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Drip or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Drip Node
Select the Drip node from the app selection panel on the right.
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Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Drip 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.
Configure the Drip 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 Drip 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Drip, 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 Drip and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Drip 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 Drip and Bigin by Zoho CRM
Drip + Bigin by Zoho CRM + Zoho Campaigns: When a new lead is added to Drip, a contact is created in Bigin, and that contact is added to Zoho Campaigns for targeted email nurturing.
Bigin by Zoho CRM + Drip + Slack: When a deal closes in Bigin, the customer is added to a welcome series in Drip, and a congratulatory message is sent to the sales representative in Slack.
Drip and Bigin by Zoho CRM integration alternatives
About Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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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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FAQ Drip and Bigin by Zoho CRM
How can I connect my Drip account to Bigin by Zoho CRM using Latenode?
To connect your Drip account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Drip and click on "Connect".
- Authenticate your Drip and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll new Bigin leads into Drip campaigns?
Yes, you can! Latenode allows automated enrollment, triggering targeted campaigns. This ensures timely, personalized communication, boosting conversion rates without manual effort.
What types of tasks can I perform by integrating Drip with Bigin by Zoho CRM?
Integrating Drip with Bigin by Zoho CRM allows you to perform various tasks, including:
- Add new Bigin contacts to Drip as subscribers.
- Update Drip subscriber information based on Bigin deal stages.
- Trigger Drip campaigns when a new deal is created in Bigin.
- Send personalized emails via Drip based on Bigin contact properties.
- Create Bigin tasks for sales reps when a Drip campaign is completed.
How do I handle custom fields between Drip and Bigin on Latenode?
Latenode lets you map custom fields using a visual interface. JavaScript blocks allow even more complex data transformations for total flexibility.
Are there any limitations to the Drip and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between platforms may require manual effort.
- Complex workflow logic might require some JavaScript coding skills.
- Real-time updates depend on the API rate limits of both Drip and Bigin.
