Subscription Deals Mapping in Bigin by Zoho CRM

Use subscription deal mapping (deals) to determine which Bigin stages and pipelines your recurring sales should be automatically registered and updated in.

You need to set the rule for each of your products in Guru with Bigin. This configuration is done through Status Mapping, ensuring that new subscription events, renewals, or cancellations move deals in your funnel in real time.

On this page:

• Add subscription status mapping for Bigin by Zoho CRM

• Consult the list of Mappings

• Update Status Mapping

• Delete Status Mapping

• Consult Audit

  • Consult Audit filters

Add subscription 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 Subscriptions tab.

5 - Next, click on Add Mapping.

6 - Enter:

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

2. Pipeline: select the Bigin pipeline to which the deal will be directed when the transaction reaches the selected status;

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

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

7 - Click on Send.

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

Consult the list of Mappings

By default, the list of mappings is organized by creation date (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 down to the bottom of the page and click See more in 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 Subscriptions tab.

5 - The list displays the following information:

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

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

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

4. Pipeline Tags: the pipeline tags that will be assigned to the 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 – Enter:

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

2. Pipeline: select the Bigin pipeline to which the deal will be directed when the transaction reaches the selected status;

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

4. Pipeline Tags: select the pipeline tags that will be assigned to the 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 has been deleted, a message will be displayed for a few seconds at the top right of the page. 

Consult Audit

As a security measure, Guru stores a history of all operations performed in product mapping, identifying user, date/time of operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.

2 - Click on Additional Settings and then on Deal Mapping.

3 - Click on the Audit tab.

4 - Activities are displayed in a timeline (from most recent to oldest).

5 - If you wish, you can view the details of the activity by clicking on its title.

6 - Click on one of the available sections to view the data:

Detail

Displays detailed information of the activity in question.

1. ID: identification number (ID) of the update;

2. Type of change performed;

3. Created at: date the activity was recorded.

User

Displays information about the user who performed the action.

1. Name: name of the user who performed the operation;

2. Email: email of the user who performed the operation.

Infrastructure

Displays infrastructure information (country, IP, user agent…) of the related activity.

1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity.

2. IP: IP address of the device.

3. User Agent: identification of the user agent 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.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Bigin by Zoho CRM.

2 - Click on Additional Settings and then on Deal Mapping.

3 - Click on the Audit tab.

4 - In Audit, click on Filters.

5 - Fill in one or more filter options:

1. Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you want to view;

6 - Click on Filter.

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