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Zoho Bigin Integrations

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Zoho Bigin Integration: The Best Business Cloud Software

Zoho Bigin Integration: Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with Zoho Bigin. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Zoho Bigin.

Zoho Bigin Integration Tutorials

Authorization of Zoho Bigin Integration

First, you have to select the Zoho Bigin from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Zoho Bigin from the action page.

Zoho Bigin Integration with Bit Integrations - Zoho Bigin

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Data Center: Select a Data Center from the drop-down list.

Zoho Bigin Integration with Bit Integrations - Data Center

To get your Zoho Bigin Client ID and Client Secret, follow these steps:

  • Access Zoho Developer Console: Go to “Zoho Developer Console“.
  • Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
  • Name your Application: Provide a descriptive name for your application.
  • Gather Integration Details:
    • Go to your integration’s settings page (separate platform).
    • Copy the Homepage URL from the integration settings.
  • Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
  • Gather Authorized Redirect URIs:
    • Still on your integration’s settings page, copy the Authorized Redirect URIs.
  • Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
  • Create Client: Click the “Create” button to finalize the process.
  • Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
  • Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho Bigin Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Bigin Integration with Bit Integrations - Authorized

Module: Select a Module from the drop-down list.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Bigin. The “Last Name” field is the default field in Zoho Bigin, so you will need to map your form’s “Last Name” field to this field in Zoho Bigin. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Bigin Integration with Bit Integrations - Field Mapping

Actions

Workflow: Select this option to trigger the Zoho Bigin workflow for the selected module. If you didn’t select this option Zoho Bigin workflow for the selected module doesn’t work.

Zoho Bigin Integration with Bit Integrations - Workflow

Approval: Select this option to automatically send form data to your Zoho Bigin approval list instead of adding them.

Zoho Bigin Integration with Bit Integrations - Approval

Add Note: Select this action to add a note from Trigger to Zoho Bigin account automatically.

Zoho Bigin Integration with Bit Integrations - Add a Note

Upload Photo: You can update any contact’s profile photo through our Trigger to your Zoho Bigin account. For that, hoover on the action called “Upload Photo“. After mapping the relevant fields, click the action ‘Upload Photo’ to upload a photo from Trigger to Zoho Bigin. Now click on ‘Save’. Whenever the user fills-up the form on Trigger, the image will be automatically uploaded as a profile photo to the Zoho Bigin account.

Zoho Bigin Integration with Bit Integrations - Upload Photo

note-icon-bit-apps  Note

Only JPG and PNG formats are supported for uploading photos.

Attachment: To Select this option you can send file upload field data to Zoho Bigin related list Attachments. You can also send file upload field data to Zoho Bigin via normal field mapping). Please select the CRM file upload field from the drop-down which you want to send data.

Zoho Bigin Integration with Bit Integrations - Attachment

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Zoho Bigin. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Save Integration

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Zoho Bigin Integration with Bit Integrations - Finish and Save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Zoho Bigin Integration with Bit Integrations - Timeline
Zoho Bigin Integration with Bit Integrations - Successful

Use Case

Bit Form with Zoho Bigin

Bit Form Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

Elementor Form with Zoho Bigin

Elementor Form Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

Gravity Forms with Zoho Bigin

Gravity Forms Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

WPForms with Zoho Bigin

WPForms Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

Contact Form 7 with Zoho Bigin

Contact Form 7 Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

Ninja Forms with Zoho Bigin

Ninja Forms Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

Forminator Forms with Zoho Bigin

Forminator Forms Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

Formidable Forms with Zoho Bigin

Formidable Forms Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

Fluent Forms with Zoho Bigin

Fluent Forms Integration with Zoho Bigin using Bit Integrations. After submitting a form, numerous actions can be executed in Zoho Bigin, such as creating a calls, events, contacts, products, and various other options.

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