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Automatically trigger Bigin by Zoho CRM deals or tasks when Process Street checklists are completed. Build complex workflows with JavaScript and affordable execution-based pricing on Latenode.
Connect Process Street and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Process Street 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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Process Street or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
Process Street
Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street 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 Process Street 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.
Process Street
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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 Process Street 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 Process Street 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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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, 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 Process Street and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Process Street and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + Bigin by Zoho CRM + Slack: When a Process Street checklist is completed, a new lead is created in Bigin. A notification is then sent to a designated Slack channel informing the sales team of the new lead.
Bigin by Zoho CRM + Process Street + Google Sheets: When a new deal is created in Bigin, a specific Process Street checklist is initiated to guide the sales process. The details of the new deal and checklist run are then logged in a Google Sheet for tracking and reporting.
About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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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 Process Street account to Bigin by Zoho CRM using Latenode?
To connect your Process Street account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically update Bigin when a Process Street checklist is completed?
Yes, with Latenode, automatically update Bigin records upon Process Street checklist completion. Ensure data consistency and save time by triggering actions with our flexible no-code editor.
What types of tasks can I perform by integrating Process Street with Bigin by Zoho CRM?
Integrating Process Street with Bigin by Zoho CRM allows you to perform various tasks, including:
How do I handle errors in my Process Street automations on Latenode?
Latenode provides robust error handling with detailed logs and customizable retry policies, ensuring reliable Process Street and Bigin automations.
Are there any limitations to the Process Street and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: