By integrating your Bigin by Zoho CRM account, you can transfer leads captured by Guru, buyer data, and sales information in order to segment your contacts in Bigin by Zoho CRM, engaging with them in a personalized way while monitoring conversions and revenue.
To activate the integration, you need to connect your Bigin by Zoho CRM account, then set the rules for contact segmentation, and map additional sale or subscription fields.
On this page:
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Step 1: Activate the integration
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What to do next
Before you begin, you need to:
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Have a Bigin by Zoho CRM account.
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Be an administrator user or have permission to perform the following actions.
Step 1: Activate the integration with Bigin by Zoho CRM
In this step, you will activate the Bigin by Zoho CRM integration in Guru.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.
3 - On the Detail tab, click on Connect.
4 - Access your Bigin by Zoho CRM account with your username and password.
5 - Read the information and click on Accept.
To confirm that the integration is active, you should see a notification in the upper right corner.
What to do next
Once the Bigin by Zoho CRM integration is active, you must configure the rules for contact segmentation in Bigin by Zoho CRM; and map any additional fields you want (optional step).
This configuration is done through:
1 - Sales Status Mapping for Bigin by Zoho CRM;
2 - Sending Custom Data to Bigin by Zoho CRM.