Formstack and Bigin by Zoho CRM Integration

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Automatically create Bigin by Zoho CRM contacts from Formstack submissions and enrich data with AI using Latenode's visual editor, then scale your automation affordably as your business grows.

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Formstack

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formstack and Bigin by Zoho CRM

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

Add the Formstack Node

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

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Formstack

Configure the Formstack

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

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Run node once

Add the Bigin by Zoho CRM Node

Next, click the plus (+) icon on the Formstack 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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Formstack

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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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Configure the Formstack 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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Run node once

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

Formstack + Bigin by Zoho CRM + Google Sheets: When a new form submission is received in Formstack, a new contact is created in Bigin by Zoho CRM. The details of the submission are then logged in a Google Sheets spreadsheet for analysis.

Bigin by Zoho CRM + Formstack + Zoho Campaigns: When a new contact is created in Bigin by Zoho CRM, and a form is submitted in Formstack, the contact's information is added or updated in a specified email list in Zoho Campaigns.

Formstack and Bigin by Zoho CRM integration alternatives

About Formstack

Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.

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 Formstack and Bigin by Zoho CRM

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

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

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Formstack and click on "Connect".
  • Authenticate your Formstack 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 Formstack submissions?

Yes, you can! Latenode allows you to instantly create new Bigin contacts from Formstack form submissions. This eliminates manual data entry and ensures leads are captured immediately, accelerating your sales cycle.

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

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

  • Automatically add new leads to Bigin when a Formstack form is submitted.
  • Update contact details in Bigin based on Formstack form updates.
  • Create tasks in Bigin when specific Formstack submissions are received.
  • Trigger email sequences in Bigin based on form responses.
  • Sync form submission data with custom fields in Bigin.

Can I use conditional logic with Formstack data on Latenode?

Yes! Latenode supports conditional logic. This allows you to route Formstack data based on responses, creating dynamic workflows.

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

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

  • Complex Formstack layouts may require custom parsing with JavaScript.
  • Bigin's API rate limits can impact high-volume data transfers.
  • Attachments from Formstack submissions may need additional storage.

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