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Automatically update Microsoft SharePoint Online document libraries when deals progress in Bigin by Zoho CRM. Latenode's visual editor and affordable execution pricing makes automating document management easy and scalable.
Connect Microsoft SharePoint Online and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Microsoft SharePoint Online 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 Microsoft SharePoint Online, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SharePoint Online or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Microsoft SharePoint Online Node
Select the Microsoft SharePoint Online node from the app selection panel on the right.
Microsoft SharePoint Online
Configure the Microsoft SharePoint Online
Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online 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 Microsoft SharePoint Online 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.
Microsoft SharePoint Online
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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 Microsoft SharePoint Online 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 Microsoft SharePoint Online 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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Microsoft SharePoint Online
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft SharePoint Online, 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 Microsoft SharePoint Online and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Microsoft SharePoint Online + Microsoft Teams + Bigin by Zoho CRM: When a new file is uploaded to a designated folder in SharePoint Online, a notification is sent to a specific channel in Microsoft Teams to alert the team. The corresponding contact in Bigin by Zoho CRM is then updated with a link to the document.
Bigin by Zoho CRM + Microsoft SharePoint Online + Zoho CRM: When a new contact is created in Bigin by Zoho CRM, a new folder is created in Microsoft SharePoint Online using the contact's name. Then, a task is created in Zoho CRM to review the documents added to the SharePoint folder.
About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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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 Microsoft SharePoint Online account to Bigin by Zoho CRM using Latenode?
To connect your Microsoft SharePoint Online account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically update contact info in Bigin from SharePoint uploads?
Yes, with Latenode, automatically updating Bigin contact information from new Microsoft SharePoint Online uploads is simple. Streamline data entry and improve accuracy with automated workflows.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Bigin by Zoho CRM?
Integrating Microsoft SharePoint Online with Bigin by Zoho CRM allows you to perform various tasks, including:
Can I use advanced logic with SharePoint and Bigin connections?
Yes, Latenode lets you add custom JavaScript, AI prompts, and conditional steps for advanced automation beyond basic data transfer.
Are there any limitations to the Microsoft SharePoint Online and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: