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Automate lead nurturing: Sync new Bigin by Zoho CRM contacts to Odoo for automated invoicing and project creation. Latenode's visual editor and affordable pricing make scaling this automation easy, while customizing each step using JavaScript ensures precision.
Connect Odoo and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Odoo 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 Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Odoo or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
Odoo
Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Odoo 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.
Odoo
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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 Odoo 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 Odoo 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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Odoo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, 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 Odoo and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Odoo and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + QuickBooks: When a new contact is created in Bigin by Zoho CRM, the automation creates a corresponding customer in QuickBooks, ensuring synchronized customer data for accounting purposes.
Bigin by Zoho CRM + Odoo + Slack: When a new contact is created in Bigin by Zoho CRM that also exists as a CRM lead in Odoo, send a notification to a Slack channel.
About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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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 Odoo account to Bigin by Zoho CRM using Latenode?
To connect your Odoo account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I sync Odoo invoices with Bigin deals?
Yes, you can! Latenode allows seamless syncing. Automate invoice creation upon deal closure, ensuring accurate records and saving time. Enjoy no-code ease with advanced scaling.
What types of tasks can I perform by integrating Odoo with Bigin by Zoho CRM?
Integrating Odoo with Bigin by Zoho CRM allows you to perform various tasks, including:
Can I use JavaScript to customize my Odoo-Bigin workflows?
Yes! Latenode lets you use JavaScript for advanced logic and data transformations within your Odoo and Bigin by Zoho CRM integrations.
Are there any limitations to the Odoo and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: