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How to connect Microsoft To Do and Bigin by Zoho CRM
Create a New Scenario to Connect Microsoft To Do 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 Microsoft To Do, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft To Do or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Microsoft To Do or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Microsoft To Do Node
Select the Microsoft To Do node from the app selection panel on the right.
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Configure the Microsoft To Do
Click on the Microsoft To Do node to configure it. You can modify the Microsoft To Do 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 To Do 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 Microsoft To Do 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 To Do 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 Microsoft To Do, 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 Microsoft To Do and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Microsoft To Do 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 Microsoft To Do and Bigin by Zoho CRM
Microsoft Outlook + Microsoft To Do + Bigin by Zoho CRM: When a new email arrives in Microsoft Outlook, create a task in Microsoft To Do to address the email's content. Link the task to the relevant contact in Bigin by Zoho CRM, allowing for quick access to customer information while managing the task.
Bigin by Zoho CRM + Microsoft To Do + Slack: When a new contact is created in Bigin by Zoho CRM, create a high-priority task in Microsoft To Do to follow up with the new contact. Notify the team in a designated Slack channel about the new contact and the associated task for coordinated outreach.
Microsoft To Do and Bigin by Zoho CRM integration alternatives
About Microsoft To Do
Automate task management by integrating Microsoft To Do with Latenode. Automatically create tasks from emails, database entries, or other apps. Sync tasks between systems, set reminders based on triggers, and manage projects visually using Latenode's low-code interface. Stop manual updates and build scalable task workflows.
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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 Microsoft To Do and Bigin by Zoho CRM
How can I connect my Microsoft To Do account to Bigin by Zoho CRM using Latenode?
To connect your Microsoft To Do account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft To Do and click on "Connect".
- Authenticate your Microsoft To Do and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Bigin contacts from new Microsoft To Do tasks?
Yes, you can! Latenode lets you automate contact creation in Bigin from new Microsoft To Do tasks. Streamline lead management and save time by automatically syncing your to-dos with your CRM data.
What types of tasks can I perform by integrating Microsoft To Do with Bigin by Zoho CRM?
Integrating Microsoft To Do with Bigin by Zoho CRM allows you to perform various tasks, including:
- Creating a new Bigin task when a Microsoft To Do task is created.
- Updating a Bigin contact when a Microsoft To Do task is completed.
- Adding a note to a Bigin contact when a new Microsoft To Do task appears.
- Creating a new Bigin deal from high-priority Microsoft To Do tasks.
- Syncing due dates between Microsoft To Do tasks and Bigin activities.
How can I trigger workflows based on Microsoft To Do task completion?
You can use Latenode's triggers to initiate workflows when tasks are completed in Microsoft To Do, automating follow-up actions in Bigin.
Are there any limitations to the Microsoft To Do 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 Microsoft To Do API rate limits.
- Attachments from Microsoft To Do might not transfer directly to Bigin.
