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Sync Moco project time tracking data into Bigin by Zoho CRM to enhance sales insights and reporting. Latenode’s affordability and custom JavaScript options streamline data transformation for bespoke sales workflows.
Connect Moco and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Moco or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
Moco
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Moco 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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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 Moco 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 Moco 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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Moco
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moco, 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 Moco and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Moco and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moco + Bigin by Zoho CRM + Google Sheets: When a new event is logged in Moco, this automation finds the corresponding contact in Bigin by Zoho CRM. The contact's details are then updated in a Google Sheets spreadsheet for reporting and analysis.
Bigin by Zoho CRM + Moco + Zoho Books: Upon closing a deal in Bigin by Zoho CRM, this automation creates a new project in Moco. Subsequently, an invoice is generated in Zoho Books for the client associated with the deal.
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco account to Bigin by Zoho CRM using Latenode?
To connect your Moco account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically create Bigin contacts from new Moco projects?
Yes, you can! Latenode allows you to automatically create contacts in Bigin from new projects in Moco. This saves time and ensures your sales team has up-to-date project information.
What types of tasks can I perform by integrating Moco with Bigin by Zoho CRM?
Integrating Moco with Bigin by Zoho CRM allows you to perform various tasks, including:
How secure is the Moco integration within Latenode?
Latenode uses industry-standard security protocols to protect your data during Moco and Bigin by Zoho CRM integration, ensuring secure data transfer.
Are there any limitations to the Moco and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: