Productboard and Bigin by Zoho CRM Integration

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Sync Productboard feature requests to Bigin by Zoho CRM as leads, closing the loop on customer feedback. Latenode's visual editor and affordable execution pricing makes it easier to connect product and sales teams, driving revenue through product improvements.

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Productboard

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Productboard and Bigin by Zoho CRM

Create a New Scenario to Connect Productboard 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 Productboard, triggered by another scenario, or executed manually (for testing purposes). In most cases, Productboard or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Productboard or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.

Add the Productboard Node

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

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Configure the Productboard

Click on the Productboard node to configure it. You can modify the Productboard 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 Productboard 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 Productboard 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 Productboard 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 Productboard, 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 Productboard and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Productboard 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 Productboard and Bigin by Zoho CRM

Productboard + Bigin by Zoho CRM + Slack: When a new feature is requested in Productboard, a new contact is created in Bigin by Zoho CRM. The sales team is then notified via a Slack channel message about the new potential lead.

Bigin by Zoho CRM + Productboard + Google Sheets: When a new deal is created in Bigin, the corresponding feature request in Productboard is updated. The details of the update, including deal size and feature priority, are then logged in Google Sheets.

Productboard and Bigin by Zoho CRM integration alternatives

About Productboard

Sync Productboard insights into Latenode to automate product development workflows. Track feature requests, prioritize tasks, and trigger actions in other apps (like Jira or Slack) based on user feedback. Build custom reports and alerts using Latenode's visual editor, making feedback actionable across teams without manual data wrangling.

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 Productboard and Bigin by Zoho CRM

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

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

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

Yes, you can! Latenode lets you automate contact creation, ensuring sales always knows about valuable user feedback. Improve efficiency and sales follow-up with instant, automated syncing.

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

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

  • Create new Bigin contacts from new Productboard feedback notes.
  • Update existing Bigin contact details with Productboard user insights.
  • Trigger Bigin tasks when Productboard features reach a specific stage.
  • Sync Productboard feature requests with Bigin deal stages for better context.
  • Automatically log Productboard feedback in Bigin contact history.

Can I use JavaScript to transform data between Productboard and Bigin?

Yes! Latenode allows you to use JavaScript to customize data transformations for advanced Productboard and Bigin data handling.

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

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

  • Initial data migration requires manual setup and mapping.
  • Complex data transformations may require JavaScript coding knowledge.
  • Rate limits from Productboard and Bigin by Zoho CRM APIs apply.

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