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

Add the Ocean.io Node
Select the Ocean.io node from the app selection panel on the right.

Ocean.io
Configure the Ocean.io
Click on the Ocean.io node to configure it. You can modify the Ocean.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Ocean.io 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 Ocean.io 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 Ocean.io 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 donβt 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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AI Anthropic Claude 3
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Bigin by Zoho CRM
Trigger on Webhook
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Ocean.io
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Webhook response

Save and Activate the Scenario
After configuring Ocean.io, 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 Ocean.io and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Ocean.io 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 Ocean.io and Bigin by Zoho CRM
Ocean.io + Bigin by Zoho CRM + Slack: When a new lead is identified in Ocean.io via a people search, the automation checks if a corresponding contact exists in Bigin. If the contact is not found, a new contact is created in Bigin and a notification is sent to a designated Slack channel to alert the sales team about the new lead.
Ocean.io + Bigin by Zoho CRM + Google Sheets: This automation searches for people on Ocean.io and if a new contact is found that doesn't exist in Bigin, it creates that contact. Then, the contact information is added as a new row to a Google Sheet for reporting purposes.
Ocean.io and Bigin by Zoho CRM integration alternatives
About Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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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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FAQ Ocean.io and Bigin by Zoho CRM
How can I connect my Ocean.io account to Bigin by Zoho CRM using Latenode?
To connect your Ocean.io account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ocean.io and click on "Connect".
- Authenticate your Ocean.io and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I qualify leads from Ocean.io in Bigin automatically?
Yes, you can! Latenode enables real-time lead qualification, updating Bigin based on Ocean.io data. Automate scoring and routing for faster, more efficient lead management.
What types of tasks can I perform by integrating Ocean.io with Bigin by Zoho CRM?
Integrating Ocean.io with Bigin by Zoho CRM allows you to perform various tasks, including:
- Create new Bigin contacts from qualified Ocean.io leads.
- Update Bigin contact details with Ocean.io engagement data.
- Trigger custom Bigin activities based on Ocean.io lead scores.
- Synchronize contact data between both platforms in real time.
- Send personalized emails from Bigin upon Ocean.io lead qualification.
HowsecureistheOcean.iotoBiginbyZohoCRMintegrationonLatenode?
Latenode uses advanced encryption and security protocols to ensure data privacy. You control the data flow and permissions between apps.
Are there any limitations to the Ocean.io and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time depending on the volume of data.
- Complex data transformations may require custom JavaScript code.
- API rate limits of Ocean.io and Bigin may affect high-volume workflows.