Paypal and Bigin by Zoho CRM Integration

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Automatically create or update Bigin by Zoho CRM contacts upon successful Paypal payments. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing makes scaling your sales workflows easy.

Swap Apps

Paypal

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Paypal and Bigin by Zoho CRM

Create a New Scenario to Connect Paypal and Bigin by Zoho CRM

In the workspace, click the β€œCreate 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 Paypal, triggered by another scenario, or executed manually (for testing purposes). In most cases, Paypal or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Paypal or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.

Add the Paypal Node

Select the Paypal node from the app selection panel on the right.

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Paypal

Configure the Paypal

Click on the Paypal node to configure it. You can modify the Paypal URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Paypal

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Run node once

Add the Bigin by Zoho CRM Node

Next, click the plus (+) icon on the Paypal 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.

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Run node once

Configure the Paypal 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.

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Bigin by Zoho CRM Oauth 2.0

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The action ID

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Run node once

Set Up the Paypal 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 Paypal, 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 β€œRun once” and triggering an event to check if the Paypal and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Paypal 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 Paypal and Bigin by Zoho CRM

Paypal + Bigin by Zoho CRM + Google Sheets: When a successful sale is recorded in PayPal, this automation updates the corresponding customer's information in Bigin by Zoho CRM and logs the transaction details in a Google Sheet for record-keeping and reporting.

Bigin by Zoho CRM + Paypal + Zoho Books: When a new deal is created in Bigin by Zoho CRM, an invoice is automatically created in Zoho Books. Payments received via Paypal are then reconciled with the corresponding invoice in Zoho Books.

Paypal and Bigin by Zoho CRM integration alternatives

About Paypal

Use Paypal in Latenode to automate payment processing. Trigger workflows on successful payments to update databases, send notifications, or provision services. Streamline accounting, subscriptions, or e-commerce tasks. Latenode adds scheduling, error handling, and custom logic without code. Scale payment workflows visually.

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.

See how Latenode works

FAQ Paypal and Bigin by Zoho CRM

How can I connect my Paypal account to Bigin by Zoho CRM using Latenode?

To connect your Paypal account to Bigin by Zoho CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Paypal and click on "Connect".
  • Authenticate your Paypal 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 Paypal payments?

Yes, you can! Latenode lets you automate contact creation in Bigin from new Paypal payments, saving time and ensuring accurate customer data using no-code or JavaScript logic.

What types of tasks can I perform by integrating Paypal with Bigin by Zoho CRM?

Integrating Paypal with Bigin by Zoho CRM allows you to perform various tasks, including:

  • Automatically creating new deals in Bigin upon successful Paypal payments.
  • Updating contact information in Bigin when a Paypal transaction occurs.
  • Sending personalized thank-you emails via Bigin for new Paypal payments.
  • Tracking Paypal payment statuses directly within your Bigin contact records.
  • Generating financial reports combining Paypal data with Bigin customer data.

How secure is connecting Paypal to Latenode for automation?

Latenode uses secure authentication and encryption to protect your Paypal credentials and data during automation workflows, ensuring data privacy.

Are there any limitations to the Paypal and Bigin by Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the API request limits of Paypal and Bigin by Zoho CRM.
  • Custom field mappings in Bigin by Zoho CRM might require advanced configuration.
  • Complex workflows involving large data volumes may require optimized Latenode configurations.

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