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How to connect Knack and Bigin by Zoho CRM
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Knack or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack 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 Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Bigin by Zoho CRM
Knack + Bigin by Zoho CRM + Slack: When a new record is created in Knack, a new contact is created in Bigin. A notification is then sent to a Slack channel informing the sales team of the new contact.
Bigin by Zoho CRM + Knack + Google Sheets: When a contact is updated in Bigin, the data is updated in Knack and logged to a Google Sheet for backup and reporting purposes.
Knack and Bigin by Zoho CRM integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and Bigin by Zoho CRM
How can I connect my Knack account to Bigin by Zoho CRM using Latenode?
To connect your Knack account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Bigin deals from new Knack form entries?
Yes, you can! Latenode's visual editor makes it simple to automatically update Bigin deals when a new entry is added to your Knack form, streamlining your sales process.
What types of tasks can I perform by integrating Knack with Bigin by Zoho CRM?
Integrating Knack with Bigin by Zoho CRM allows you to perform various tasks, including:
- Create new Bigin contacts from Knack database entries.
- Update Knack records when a Bigin deal reaches a certain stage.
- Sync contact information between Knack and Bigin in real-time.
- Trigger email campaigns in Bigin from Knack form submissions.
- Generate custom reports combining data from both Knack and Bigin.
How secure is connecting Knack through Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to ensure the safety of your data.
Are there any limitations to the Knack 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.
- The number of tasks depends on your Latenode subscription plan.
- API rate limits from Knack and Bigin can affect workflow speed.
