Process Street and Bigin by Zoho CRM Integration

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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.

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Process Street

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Bigin by Zoho CRM

Create a New Scenario to Connect Process Street 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 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.

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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.

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Run node once

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.

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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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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.

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Run node once

Set Up the Process Street 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 Process Street, 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 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.

Most powerful ways to connect Process Street and Bigin by Zoho CRM

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.

Process Street and Bigin by Zoho CRM integration alternatives

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.

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 Process Street and Bigin by Zoho CRM

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Process Street and click on "Connect".
  • Authenticate your Process Street and Bigin by Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create a new Bigin contact when a Process Street form is submitted.
  • Update a Bigin deal stage when a Process Street checklist is completed.
  • Trigger a Process Street checklist when a new lead is added to Bigin.
  • Generate custom reports combining data from both Process Street and Bigin.
  • Send automated email notifications via Bigin based on Process Street activity.

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:

  • Complex Process Street workflows with many steps might require careful optimization.
  • Rate limits imposed by Process Street and Bigin APIs can affect high-volume integrations.
  • Custom fields in Process Street and Bigin require proper mapping in Latenode.

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