Business Deals Mapping of E-tickets in Bigin by Zoho CRM

Use e-ticket deal mapping (deals) to determine in which Bigin pipelines and stages your digital tickets should be registered and updated automatically.

You need to set up the rule for each of your products in Guru with Bigin. This setup is done through Status Mapping, ensuring that events like e-ticket issuance, check-ins, or cancellations move deals in your funnel in real time.

On this page:

• Add e-ticket deal mapping for Bigin by Zoho CRM

• Consult the Mapping list

• Update Status Mapping

• Delete Status Mapping

Add e-ticket deal mapping for Bigin by Zoho CRM

Add a subscription deal mapping for Bigin by Zoho CRM.

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 - Click on Additional Settings and then on Deal Mapping.

4 - Click on the E-tickets tab.

5 - Next, click on Add Mapping.

6 - Fill in:

1. E-tickets Status: select the e-tickets status that will trigger data sending and create/move deals in Bigin by Zoho CRM;

2. Pipeline: select the Bigin pipeline where the business (deal) will be directed when the transaction reaches the selected status;

3. Stage: select the specific stage within the chosen pipeline where the business (deal) should be automatically added or moved;

4. Pipeline Tags: select the pipeline tags that will be assigned to the business (deal) in Bigin to facilitate filtering, segmentation, and internal automations.

7 - Click on Send.

8 - Repeat steps 4 to 7 for each mapping you wish to create.

Consult the Mapping list

By default, the mapping list is organized by creation date (from newest to oldest). For faster page loading, only the first 30 records are displayed. If you want to view the remaining items in the list, you can scroll to the bottom of the page and click See more at the bottom center of the screen.

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 - Click on Additional Settings and then on Deal Mapping.

4 - Click on the E-tickets tab.

5 - The list displays the following information:

1. E-ticket Status: the e-tickets status that will trigger data sending and create/move deals in Bigin by Zoho CRM;

2. Pipeline: the Bigin pipeline where the business (deal) will be directed when the transaction reaches the selected status;

3. Stage: the specific stage within the chosen pipeline where the business (deal) should be automatically added or moved;

4. Pipeline Tags: the pipeline tags that will be assigned to the business (deal) in Bigin to facilitate filtering, segmentation, and internal automations.

Update Status Mapping

Once created, you can update a status mapping. This feature is useful when you need to change the trigger rule for a status in Bigin by Zoho CRM.

Steps:

1 - In the list, locate the desired product and click on it. 

2 – Fill in:

1. E-tickets Status: select the e-tickets status that will trigger data sending and create/move deals in Bigin by Zoho CRM;

2. Pipeline: select the Bigin pipeline where the business (deal) will be directed when the transaction reaches the selected status;

3. Stage: select the specific stage within the chosen pipeline where the business (deal) should be automatically added or moved;

4. Pipeline Tags: select the pipeline tags that will be assigned to the business (deal) in Bigin to facilitate filtering, segmentation, and internal automations.

3 - Click on Send.

Delete Status Mapping

Once created, you can remove a status mapping. This feature is useful when you no longer want to map the status in Bigin by Zoho CRM when a product or subscription sale occurs in Guru.

Steps:

1 – In the list, locate the desired mapping and click the corresponding Remove button. 

2 - Confirm that you want to delete it. To confirm that the mapping was deleted, a message will be displayed for a few seconds at the top right of the page. 

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