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How to connect Miro and Bigin by Zoho CRM
Create a New Scenario to Connect Miro 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 Miro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Miro or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Miro or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Miro Node
Select the Miro 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 Miro 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 Miro 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 Miro 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 Miro, 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 Miro and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Miro 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 Miro and Bigin by Zoho CRM
Miro + Bigin by Zoho CRM + Slack: When a new or updated item is created in Miro, automatically create a contact in Bigin and notify the sales team in Slack via a public channel message.
Bigin by Zoho CRM + Miro + Google Calendar: When a new deal is created in Bigin, create a board in Miro and schedule a brainstorming session in Google Calendar.
Miro and Bigin by Zoho CRM integration alternatives
About Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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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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See how Latenode works
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FAQ Miro and Bigin by Zoho CRM
How can I connect my Miro account to Bigin by Zoho CRM using Latenode?
To connect your Miro account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Miro and click on "Connect".
- Authenticate your Miro and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bigin contacts from new Miro users?
Yes, you can! Latenode’s visual editor makes it simple to create workflows that add new Miro users as contacts in Bigin, streamlining lead management.
What types of tasks can I perform by integrating Miro with Bigin by Zoho CRM?
Integrating Miro with Bigin by Zoho CRM allows you to perform various tasks, including:
- Create new Bigin deals from Miro board brainstorming sessions.
- Update Bigin contact information based on Miro profile updates.
- Send Miro board invites automatically upon new Bigin lead creation.
- Generate Bigin tasks for action items identified on Miro boards.
- Archive Miro boards automatically upon closing a Bigin deal.
Can Latenode handle complex data transformations between apps?
Yes, Latenode excels at complex data transformations using JavaScript code blocks, ensuring smooth data flow between Miro and Bigin.
Are there any limitations to the Miro and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Miro board layouts may require custom parsing logic.
- Bigin API rate limits might affect high-volume data transfers.
- Real-time, two-way synchronization isn't supported natively.
