How to integrate Bigin with ADManager Plus and enhance workflow efficiency
Overview
Bigin by Zoho CRM is a customer relationship management (CRM) software designed specifically for small businesses and startups. It offers a user-friendly interface and focuses on simplifying the sales process. Bigin provides tools for lead and contact management, deal tracking, and pipeline visualization. With features like automation and collaboration tools, it helps businesses streamline their sales workflows and improve efficiency.
Key highlights of this integration
- Centralized management
The integration provides centralized control over user management processes, offering administrators a unified interface for managing user-related activities.
- Enhanced data accuracy
Integration minimizes the chances of errors and discrepancies in user data, ensuring that information in ADManager Plus aligns accurately with Bigin. Automation of user provisioning and deprovisioning in ADManager Plus based on Bigin data ensures that employees have the right access levels, enhancing security and compliance.
Actions supported
Integrating ADManager Plus with Bigin enables IT admins to automate the following tasks:
How to integrate ADManager Plus and Bigin
Log in to ADManager Plus.
Navigate to the Automation tab and click Application Integrations.
Under Enterprise applications, click Bigin.
In the Authorization section, paste the valid ID in the Client ID field and the secret key in the Client Secret field as generated in Zoho OAuth App.
Click Configure.
The token will be obtained from Bigin and will get populated in the endpoint configuration.
Click Test & Save. A response window will display all the requested elements. Click Proceed.
Click Data Source - LDAP Attribute Mapping to map AD LDAP attributes with the respective attributes in Bigin.
Enter the Configuration Name and Description and select the Automation Category from the drop-down menu.
In the Select Endpoint field, select a column with unique values for each user (employeeIdenifier, username, etc.)
In the Attribute Mapping field, select the attribute from the LDAP Attribute Name drop-down menu and map it with the respective column in Bigin.
Click Save.
Steps to create Zoho OAuth app and generate the Client ID and Client Secret
Log in to the Zoho API Console page. (https://api-console.zoho.com/)
Click Get Started and select Server-based Applications.
Enter the Client Name, Homepage URL and in the Authorized Redirect URIs field paste the Redirect URL copied from ADManager Plus.
Click Create.
Copy the generated Client ID and Client Secret and paste it while configuring the endpoint for Bigin in ADManager Plus.
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