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Sync RD Station leads to Bigin by Zoho CRM automatically, enriching data and triggering sales actions. Latenode's visual editor and affordable execution pricing simplifies complex lead nurturing while scaling automation.
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Create a New Scenario to Connect RD Station 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find RD Station or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station 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 RD Station 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.
RD Station
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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 RD Station 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 RD Station 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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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, 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 RD Station and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between RD Station and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Bigin by Zoho CRM + Google Sheets: When a new lead conversion occurs in RD Station, a new contact is created in Bigin by Zoho CRM, and the lead information is added to a Google Sheet for reporting and tracking.
Bigin by Zoho CRM + RD Station + Zoho Campaigns: When a deal is won in Bigin by Zoho CRM, the contact's information is added or updated in RD Station, and they are added to a welcome campaign in Zoho Campaigns.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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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 RD Station account to Bigin by Zoho CRM using Latenode?
To connect your RD Station account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I automatically create Bigin contacts from new RD Station leads?
Yes, you can! Latenode automates contact creation, ensuring no leads are missed. Scale efficiently with advanced features and custom code capabilities for complex needs.
What types of tasks can I perform by integrating RD Station with Bigin by Zoho CRM?
Integrating RD Station with Bigin by Zoho CRM allows you to perform various tasks, including:
What RD Station events can trigger workflows in Latenode?
RD Station events like new leads or status changes can trigger Latenode workflows, enabling real-time, cross-platform automation.
Are there any limitations to the RD Station and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: