Deals (Deals) in Bigin by Zoho CRM represent sales opportunities and financial transactions in your CRM, tracking the customer's entire journey through a customized process known as a pipeline. This flow maps everything from the first contact or customer interest to closing and post-sales, facilitating commercial management, revenue forecasting, and clear visualization of the progress of each operation.
With the Guru integration, whenever a sales or subscription event is processed at checkout, a corresponding deal is automatically created or updated in Bigin and moved to the pipeline stage synchronized with the status of the transaction. This centralizes all essential deal information in one place, such as contact details, purchased products, and financial history.
Guru synchronizes four types of deals with Bigin by Zoho CRM: sales, e-tickets, subscriptions, and subscriptions cycles. This way, all your operations and business models are automatically integrated, allowing you to run workflows and automations directly in Bigin.
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