Add a Bigin deal when a new WooCommerce order is placed
Every new WooCommerce order creates a deal in Bigin by Zoho, so your sales pipeline shows each order from your store next to the deals your team works by hand.
WooCommerce
Bigin by Zoho2 steps Setup ~5 min Used on 2.8k sites Free to import
What this workflow does
Bigin is where many small teams track their pipeline, but WooCommerce orders stay in the WordPress dashboard. If you want store sales in Bigin, for account follow-up or upsells, someone has to type each one in. This workflow adds them as deals.
Each order placed in your shop starts the WooCommerce trigger. The order details, such as the order total and the customer's name, are passed to the next step. FlowMattic then runs the Bigin by Zoho Create Deal action, which creates a pipeline deal record. You map the order data into the deal, for example the order number and the total.
As imported, each new order becomes one deal, whatever its payment status, and a customer who orders twice gets two deals. The deal is not linked to a Bigin contact unless you add a step for that. Task History shows each run and the response Bigin returned.
Wholesale orders that need an account manager
Trade customers order through your WooCommerce shop, and each order appears as a Bigin deal for the account manager to follow up on delivery and repeat business.
Custom or made-to-order products
Orders that need design work or confirmation calls show up in your Bigin pipeline, where staff move them through the stages you track.
One place for online and offline sales
Your team already logs phone and trade-show deals in Bigin. Adding web orders gives you one pipeline view of every sale.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
WooCommerce New Order CreatedRuns once for each order your WooCommerce shop creates. The order's details, including the customer and the total, are passed to the Bigin step for mapping.
- Bigin by Zoho Create Deal
Creates a deal record in your Bigin pipeline. Map order details into it, such as the order number and the total. Place a test order to see what the step asks for and how the deal looks in Bigin.
What you need
- FlowMatticCore
- WooCommerce PluginPlugin
- Bigin by Zoho AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Add a Bigin Upsert Contact step before Create Deal, using the buyer's email from the order, so each order's buyer exists as a contact you can link the deal to.
- Switch the trigger to WooCommerce Order Paid if you only want deals for orders whose payment has completed, rather than every order as it is created.
- Add a Filter after the trigger on the order total, for example greater than 500, so only larger orders become Bigin deals. A blank total counts as 0 and won't pass.
Questions about this workflow
Does a repeat WooCommerce customer get a new Bigin deal each time?
Yes. Create Deal makes a new record for every order and does not look for an existing deal, so each order from the same customer becomes its own deal.
Are unpaid or pending WooCommerce orders added to Bigin?
Yes, as imported. New Order Created fires when the order is created, before payment may be complete. Use the Order Paid trigger or a Filter on status to leave them out.
Is the deal linked to a contact in Bigin?
Not as imported. The template only creates the deal. Add an Upsert Contact step first and map its result into the deal if your Bigin setup links deals to contacts.
Which Bigin pipeline and stage does the deal go into?
You settle that when you configure the Bigin step after import. Place a test order and check the deal in Bigin to confirm it lands where you expect.
More CRM & Contacts workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
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