CRM and Sales tools
Bigin by Zoho CRM
2min
With Bigin by Zoho CRM modules in Make, you can manage the companies, contacts, tasks, events, calls, pipelines, users, and tags in your Bigin by Zoho CRM account.
To use the Bigin by Zoho CRM modules, you must have a Bigin account. You can create an account at bigin.com.
Refer to the Bigin by Zoho CRM API documentation for a list of available endpoints.
To establish the connection in Make:
- Optional: In the Connection name field, enter a name for the connection.
- In the Choose your location field, select your region.
- For Additional Scopes, add any necessary scopes you may require.Additional scopes are required for the Make an API Call module. For details, see the Bigin by Zoho CRM documentation. Add scopes for every API call you will make with this connection.
- Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to the Create a custom application in Bigin by Zoho CRM section.
- Click Save.
- If prompted, authenticate your account and confirm access.You have successfully established the connection. You can now edit your and add more Bigin by Zoho CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
To create a Bigin by Zoho CRM custom application and retrieve your client credentials:
- Click + Add Client.
- Choose a Client Type.
Enter the app details as shown below and click CREATE.
- Copy your Client ID and Client Secret values and store them in a safe place.