You can deactivate the integration with Bigin by Zoho CRM and also check the history of changes made (audit).
On this page:
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Deactivate Integration with Bigin by Zoho CRM
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Consult Audit
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Consult Audit filters
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Before you begin, you need to…
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Be an administrator user or have permission to perform the following actions.
Deactivate Integration with Bigin by Zoho CRM
You can deactivate the integration with Bigin by Zoho CRM if you no longer intend to use Autoresponders.
When you deactivate this integration, Guru will stop passing along captured leads from Bigin by Zoho CRM corresponding to the mapping.
Steps:
1 - In the side menu, access Settings > Integrations > 0/Autoresponders > Bigin by Zoho CRM.
2 - Click Disconnect.
Consult Audit
For security reasons, Guru stores a history of all operations performed in the integration, identifying user, date/time of the operation, and other details.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.
2 - Click the Audit tab.
3 - Activities are displayed on a timeline (from most recent to oldest).
4 - If you wish, you can view the activity details by clicking on its title.
5 - Click on one of the available sections to view the data:
Detail
Displays detailed information for the activity in question.
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ID: identification number (ID) of the update;
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Type of change made;
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Created at: date the activity was recorded.
User
Displays information about the user who performed the action.
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Name: name of the user who performed the operation;
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Email: email of the user who performed the operation.
Infrastructure
Displays infrastructure information (country, IP, user agent…) of the related activity.
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Country, Region, City, Latitude & Longitude: location of the device that performed the activity;
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IP: IP address of the device;
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User Agent: user agent identification that performed the operation.
Consult Audit filters
You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period field.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.
2 - Click the Audit tab.
3 - In Audit, click Filters.
4 - Fill in one or more filter options:
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Period: searches for audits registered within the selected period - you can use the preset time range buttons or select the date you want to view;
5 - Click Filter.
You can view the number of applied filters, and when using them, you will be able to clear them without opening the Filters icon again, making it easy to remove the selection.
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