Deals Mapping for Sales in Bigin by Zoho CRM

Use sales deal mapping (deals) to determine in which Bigin stages and pipelines your one-time transactions should be automatically registered and updated.

It is necessary to define the rule for each of your products in Guru with Bigin. This configuration is done through Status Mapping, ensuring that events for approved, pending payment, or refunded sales move deals through your pipeline in real time.

On this page:

• Add sales deal mapping for Bigin by Zoho CRM

• View the list of Mappings

• Update Status Mapping

• Delete Status Mapping

Add sales 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 Additional Settings and then Deal Mapping.

4 - Click the Sales tab.

5 - Then click Add Mapping.

6 - Enter:

1. Transaction Status: select the transaction status that will trigger sending data and create/move deals in Bigin by Zoho CRM;

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

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

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

7 - Click Send.

8 - Repeat steps 4 to 7 for each mapping you want to perform.

View the list of Mappings

By default, the list of mappings is organized by creation date (from newest to oldest). For faster page loading speed, 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 Additional Settings and then Deal Mapping.

4 - Click the Sales tab.

5 - The list displays the following information:

1. Transaction Status: the transaction status that will trigger sending data and create/move deals in Bigin by Zoho CRM;

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

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

4. Pipeline Tags: the pipeline tags that will be assigned to the deal (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 it.

2 – Enter:

1. Transaction Status: select the transaction status that will trigger sending data and create/move deals in Bigin by Zoho CRM;

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

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

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

3 - Click 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 if you want to perform the deletion. 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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