Bigin by Zoho CRM
With Bigin by Zoho CRM modules in Make, you can watch, create, update, retrieve, list, and delete:
companies
contacts
deals
calls
events
tasks
users
To get started with Bigin by Zoho CRM, create an account at bigin.com.
Connect Bigin by Zoho CRM to Make
To connect Bigin by Zoho CRM app, you need to obtain the credentials of your Bigin by Zoho CRM account and insert them in the Bigin by Zoho CRM module scenario.
Log in to your Bigin by Zoho CRM account.
Log in to your Make account, insert a Bigin by Zoho CRM module scenario, and click the Add button next to the Connection field.
In the Connection name field, enter a name for the connection.
In the Choose Your Location field, select your location and click Save.
Click Accept to allow Make to access data in your Zoho account.
You have successfully established the connection. You can now begin editing your scenario and adding more Bigin by Zoho CRM modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.
Create your own app and client credentials
To create your own app:
Log in to your Zoho Developer account.
Click ADD CLIENT and choose a client type.
Enter the app detail as described below and click CREATE.
Client Name
Enter the application name you want to register with Zoho.
Homepage URL
Enter the homepage URL, for example,
https://www.make.com/en.Authorized Redirect URIs
Add the redirect URI,
https://www.integromat.com/oauth/cb/appCopy the Client ID and Client Secret to a safe place.
You have successfully retrieved the client credentials.
Companies
You can watch, create, update, retrieve, list, and delete companies using the following modules.
Triggers when a new company has been created.
Connection | |
Limit | Set the maximum number of companies Make will return during one execution cycle. The default value is 10. |
Retrieves a list of all companies.
Connection | |
Limit | Set the maximum number of companies Make will return during one execution cycle. The default value is 10. |
Retrieves a company.
Connection | |
Company ID | Select or map the Company ID whose details you want to retrieve. |
Creates a new company.
For field descriptions, see the Bigin by Zoho CRM Companies API reference.
Updates a company.
Connection | |
Company ID | Select or map the Company ID whose details you want to update. |
For field descriptions, see the Bigin by Zoho CRM Companies API reference.
Deletes a company.
Connection | |
Company ID | Select or map the Company ID you want to delete. |
Contacts
You can watch, create, update, retrieve, list, and delete contacts using the following modules.
Triggers when a new contact has been created.
Connection | |
Limit | Set the maximum number of contacts Make will return during one execution cycle. The default value is 10. |
Retrieves a list of contacts.
Connection | |
Limit | Set the maximum number of contacts Make will return during one execution cycle. The default value is 10. |
Retrieves a contact.
Connection | |
Contact ID | Select or map the Contact ID whose details you want to retrieve. |
Creates a new contact.
For field descriptions, see the Bigin by Zoho CRM Contacts API reference.
Updates a contact.
Connection | |
Contact ID | Select or map the Contact ID whose details you want to update. |
For field descriptions, see the Bigin by Zoho CRM Contacts API reference.
Deletes a contact.
Connection | |
Contact ID | Select or map the Contact ID you want to delete. |
Deals
You can watch, create, update, retrieve, list, and delete deals using the following modules.
Triggers when a new deal has been created.
Connection | |
Limit | Set the maximum number of deals Make will return during one execution cycle. The default value is 10. |
Retrieves a list of deals.
Connection | |
Limit | Set the maximum number of deals Make will return during one execution cycle. The default value is 10. |
Retrieves a deal.
Connection | |
Deal ID | Select or map the Deal ID whose details you want to retrieve. |
Creates a new deal.
For field descriptions, see the Bigin by Zoho CRM Deals API reference.
Updates a deal.
Connection | |
Deal ID | Select or map the Deal ID whose details you want to update. |
For field descriptions, see the Bigin by Zoho CRM Deals API reference.
Deletes a deal.
Connection | |
Deal ID | Select or map the Deal ID you want to delete. |
Calls
You can watch, create, update, retrieve, list, and delete calls using the following modules.
Triggers when a new call has been created.
Connection | |
Limit | Set the maximum number of calls Make will return during one execution cycle. The default value is 10. |
Retrieves a list of calls.
Connection | |
Limit | Set the maximum number of calls Make will return during one execution cycle. The default value is 10. |
Retrieves a call.
Connection | |
Call ID | Select or map the Call ID whose details you want to retrieve. |
Creates a new call.
For field descriptions, see the Bigin by Zoho CRM Calls API reference.
Updates a call.
Connection | |
Call ID | Select or map the Call ID whose details you want to update. |
For field descriptions, see the Bigin by Zoho CRM Calls API reference.
Deletes a call.
Connection | |
Call ID | Select or map the Call ID you want to delete. |
Events
You can watch, create, update, retrieve, list, and delete events using the following modules.
Triggers when a new event has been created.
Connection | |
Limit | Set the maximum number of events Make will return during one execution cycle. The default value is 10. |
Retrieves a list of events.
Connection | |
Limit | Set the maximum number of events Make will return during one execution cycle. The default value is 10. |
Retrieves an event.
Connection | |
Event ID | Select or map the Event ID whose details you want to retrieve. |
Creates a new event.
For field descriptions, see the Bigin by Zoho CRM Events API reference.
Updates an event.
Connection | |
Event ID | Select or map the Event ID whose details you want to update. |
For field descriptions, see the Bigin by Zoho CRM Events API reference.
Deletes an event.
Connection | |
Event ID | Select or map the Event ID you want to delete. |
Tasks
You can watch, create, update, retrieve, list, and delete tasks using the following modules.
Triggers when a new task has been created.
Connection | |
Limit | Set the maximum number of tasks Make will return during one execution cycle. The default value is 10. |
Retrieves a list of tasks.
Connection | |
Limit | Set the maximum number of tasks Make will return during one execution cycle. The default value is 10. |
Retrieves a task.
Connection | |
Task ID | Select or map the Task ID whose details you want to retrieve. |
Creates a new task.
For field descriptions, see the Bigin by Zoho CRM Tasks API reference.
Updates a task.
Connection | |
Task ID | Select or map the Task ID whose details you want to update. |
For field descriptions, see the Bigin by Zoho CRM Tasks API reference.
Deletes a task.
Connection | |
Task ID | Select or map the Task ID you want to delete. |
Tags
You can add tags to records and remove tags from records using the following modules.
Adds selected tags to records of the specified entity. Not available on a free plan.
For field descriptions, see the Bigin by Zoho CRM Tags API reference.
Removes selected tags from records of the specified entity. Not available on the free plan.
For field descriptions, see the Bigin by Zoho CRM Tags API reference.
Users
You can watch, create, update, retrieve, list, and delete users using the following modules.
Triggers when a new user has been created.
Connection | |
Limit | Set the maximum number of users Make will return during one execution cycle. The default value is 10. |
Retrieves a list of users.
Connection | |
Limit | Set the maximum number of users Make will return during one execution cycle. The default value is 10. |
Retrieves a user.
Connection | |
User ID | Select or map the User ID whose details you want to retrieve. |
Creates a new user.
For field descriptions, see the Bigin by Zoho CRM Users API reference.
Updates a user.
Connection | |
User ID | Select or map the User ID whose details you want to update. |
For field descriptions, see the Bigin by Zoho CRM Users API reference.
Deletes a user.
Connection | |
User ID | Select or map the User ID you want to delete. |
Other
You can call APIs using the following module.
Performs an arbitrary authorized API call.
Note
For the list of available endpoints, refer to the Bigin by Zoho CRM API documentation.
Connection | |
URL | Enter a path relative to |
Method | GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
Example of use - List Contacts
The following API call returns all contacts from your account.
URL: /v1/Contacts
Method: GET
The search matches can be found in the module's Output under Bundle > Body > data.
In our example 6 contacts were returned:
