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How to connect Jira and Bigin by Zoho CRM
Create a New Scenario to Connect Jira 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 Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Jira or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira 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 Jira 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 Jira 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 Jira 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 Jira, 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 Jira and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Jira 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 Jira and Bigin by Zoho CRM
Jira + Bigin by Zoho CRM + Slack: When a Jira issue is updated, the automation retrieves the issue details and sends a notification to a Slack channel including relevant information about the associated company or contact found in Bigin by Zoho CRM.
Bigin by Zoho CRM + Jira + Google Sheets: When a new contact is created in Bigin by Zoho CRM, the automation creates a new issue in Jira to track the qualification process and adds a row in Google Sheets to track the lead.
Jira and Bigin by Zoho CRM integration alternatives
About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.
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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 Jira and Bigin by Zoho CRM
How can I connect my Jira account to Bigin by Zoho CRM using Latenode?
To connect your Jira account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Jira issues from new Bigin leads?
Yes, you can! Latenode’s visual editor makes this easy. Automatically create Jira issues when new leads appear in Bigin, streamlining your development workflow and improving response times.
What types of tasks can I perform by integrating Jira with Bigin by Zoho CRM?
Integrating Jira with Bigin by Zoho CRM allows you to perform various tasks, including:
- Creating Jira issues when new deals are won in Bigin.
- Updating Bigin contacts when Jira issues are resolved.
- Syncing project tasks from Jira to Bigin as activities.
- Automatically assigning Jira tasks to Bigin contact owners.
- Triggering Bigin workflows based on Jira issue status changes.
How can I transform Jira data before sending to Bigin?
Use Latenode's built-in JavaScript blocks. Easily reformat data, calculate values, and customize the data flow between Jira and Bigin.
Are there any limitations to the Jira and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom fields require careful mapping to ensure data compatibility.
