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Automatically generate personalized Google slides presentations from new Bigin by Zoho CRM leads, all visually orchestrated in Latenode. Benefit from flexible API integrations and only pay for the execution time.
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Create a New Scenario to Connect Google slides and Bigin by Zoho CRM
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google slides, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google slides or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Google slides or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Google slides Node
Select the Google slides node from the app selection panel on the right.
Google slides
Configure the Google slides
Click on the Google slides node to configure it. You can modify the Google slides URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Google slides 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.
Google slides
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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 Google slides 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 Google slides and Bigin by Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Bigin by Zoho CRM
Trigger on Webhook
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Google slides
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google slides, Bigin by Zoho CRM, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Google slides and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Google slides and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Google Slides + Google Sheets: When a new contact is created in Bigin, a Google Slides presentation is created using a template. The details of the created presentation and the contact information are then added to a Google Sheet for tracking.
Bigin by Zoho CRM + Google Slides + Zoho Campaigns: When a new contact is added to Bigin, a targeted campaign presentation is created in Google Slides. The newly created Google Slides are subsequently used in Zoho Campaigns to create a new campaign, targeting the new contact.
About Google slides
Automate Google Slides creation and updates in Latenode. Generate presentations from data, auto-populate templates, and ensure consistent branding across all decks. Trigger flows from new data or events, replacing manual updates and saving time. Use AI to summarize source documents for slides.
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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 Google slides account to Bigin by Zoho CRM using Latenode?
To connect your Google slides account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically update Bigin deals using data from Google slides?
Yes, with Latenode you can! Automatically updating Bigin deals ensures your CRM reflects the latest presentation data. Latenode's visual editor makes complex automation simple.
What types of tasks can I perform by integrating Google slides with Bigin by Zoho CRM?
Integrating Google slides with Bigin by Zoho CRM allows you to perform various tasks, including:
Can I trigger workflows when a Google slides presentation is modified?
Yes, Latenode's real-time triggers allow you to start workflows immediately when Google slides are changed, keeping your Bigin data fresh.
Are there any limitations to the Google slides and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: