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Automatically create and update Bigin by Zoho CRM contacts from Ocean.io lead data. Latenode's visual editor makes complex logic simple, and affordable execution-based pricing makes it scalable.
Connect Ocean.io and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Ocean.io and Bigin by Zoho CRM
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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.
Ocean.io
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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:
JavaScript
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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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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, Bigin by Zoho CRM, and any additional nodes, donโt 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 โRun onceโ 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.
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.
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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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:
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:
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: