Missive and Bigin by Zoho CRM Integration

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Automatically create or update Bigin by Zoho CRM contacts from Missive conversations, ensuring seamless data sync. Latenode's visual editor and affordable pricing make scaling effortless.

Swap Apps

Missive

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Missive and Bigin by Zoho CRM

Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Missive or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.

Add the Missive Node

Select the Missive node from the app selection panel on the right.

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Missive

Configure the Missive

Click on the Missive node to configure it. You can modify the Missive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Bigin by Zoho CRM Node

Next, click the plus (+) icon on the Missive 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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Missive

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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.

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Missive

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Connect Bigin by Zoho CRM

Sign In

Run node once

Configure the Missive 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.

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Connect Bigin by Zoho CRM

Bigin by Zoho CRM Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Missive 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 Missive, 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 Missive and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Bigin by Zoho CRM

Missive + Bigin by Zoho CRM + Slack: When a new contact is created in Missive, a new contact record is created in Bigin by Zoho CRM. Then, a notification is sent to a specified Slack channel to inform the team.

Bigin by Zoho CRM + Missive + Zoho Cliq: When a new contact is created in Bigin by Zoho CRM, find the contact in Missive. Then, send a direct message in Zoho Cliq.

Missive and Bigin by Zoho CRM integration alternatives

About Missive

Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.

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.

See how Latenode works

FAQ Missive and Bigin by Zoho CRM

How can I connect my Missive account to Bigin by Zoho CRM using Latenode?

To connect your Missive account to Bigin by Zoho CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Missive and click on "Connect".
  • Authenticate your Missive 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 Missive messages?

Yes, you can! Latenode allows you to automatically create new Bigin contacts from incoming Missive messages, streamlining lead management and saving time. Leverage visual workflows and custom logic!

What types of tasks can I perform by integrating Missive with Bigin by Zoho CRM?

Integrating Missive with Bigin by Zoho CRM allows you to perform various tasks, including:

  • Automatically creating new Bigin leads from tagged Missive conversations.
  • Updating Bigin contact details based on information from Missive messages.
  • Triggering Missive notifications when a Bigin deal reaches a certain stage.
  • Logging Missive conversations as notes in Bigin contact records.
  • Sending personalized Missive replies based on Bigin contact data.

Can I use JavaScript to transform data between Missive and Bigin?

Yes, Latenode allows you to use JavaScript code blocks to manipulate data between Missive and Bigin, offering unmatched flexibility in data transformations.

Are there any limitations to the Missive and Bigin by Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require advanced JavaScript coding.
  • Real-time synchronization depends on the API rate limits of both apps.
  • Initial setup requires understanding of Missive and Bigin's data structures.

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