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Sync Monday project updates to Bigin by Zoho CRM deals, ensuring sales stays informed. Latenode's visual editor and JavaScript support make complex logic simple, plus you only pay for execution time.
Connect Monday and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Monday and Bigin by Zoho CRM
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Monday or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
Monday
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Monday 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.
Monday
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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 Monday 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 Monday 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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Monday
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Monday, Bigin by Zoho CRM, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Monday and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Monday and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Monday + Bigin by Zoho CRM + Slack: When a new item (project) is created in Monday, a corresponding deal is created in Bigin. A notification is then sent to a designated Slack channel to inform the sales team of the new deal.
Bigin by Zoho CRM + Monday + Google Sheets: When a deal stage is updated in Bigin, the corresponding project status is updated in Monday. A log of the changes, including the deal ID, stage, project ID, and status, is recorded in a Google Sheet.
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday account to Bigin by Zoho CRM using Latenode?
To connect your Monday account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically create Bigin contacts from new Monday items?
Yes, you can! Latenode's visual builder makes this easy. Automatically create contacts in Bigin when a new item is added to Monday, streamlining your sales process.
What types of tasks can I perform by integrating Monday with Bigin by Zoho CRM?
Integrating Monday with Bigin by Zoho CRM allows you to perform various tasks, including:
How can I transform data when using Monday and Bigin?
Latenode lets you transform data with JavaScript or AI steps for custom needs. Enrich data and ensure it matches the format of both Monday and Bigin.
Are there any limitations to the Monday and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: