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How to connect Motion and Bigin by Zoho CRM
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Motion or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion 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 Motion 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 Motion 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 Motion 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 Motion, 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 Motion and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and Bigin by Zoho CRM
Motion + Google Calendar + Bigin by Zoho CRM: When a task is created in Motion, create an event in Google Calendar. After event end, create contact in Bigin.
Bigin by Zoho CRM + Motion + Slack: When a deal closes in Bigin, create a task in Motion and notify a Slack channel.
Motion and Bigin by Zoho CRM integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and Bigin by Zoho CRM
How can I connect my Motion account to Bigin by Zoho CRM using Latenode?
To connect your Motion account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion 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 Motion leads?
Yes, you can! Latenode lets you automate contact creation with advanced logic and data transformation, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating Motion with Bigin by Zoho CRM?
Integrating Motion with Bigin by Zoho CRM allows you to perform various tasks, including:
- Create new Bigin deals when Motion projects reach a specific stage.
- Update Bigin contact information based on changes in Motion tasks.
- Trigger Motion task creation when a new lead is added to Bigin.
- Send custom notifications via Motion for critical Bigin deal updates.
- Synchronize meeting schedules between Motion and Bigin calendars.
Can I use JavaScript to customize data flows between Motion and Bigin?
Yes, Latenode allows using JavaScript for complex data transformations, providing unmatched flexibility beyond simple integrations.
Are there any limitations to the Motion and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API request limits of both apps.
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires admin access to both Motion and Bigin by Zoho CRM.
