Zapier for CRM de Bitrix24 Integrations

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Zapier for CRM

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Bitrix24 Integrations

Descripción

Connect Bitrix24 to thousands of other services and apps supported by Zapier.

Bitrix24 CRM app triggers, actions, and search blocks will help you automate a wide range of jobs with almost any popular web application or service.

TRIGGERS watch for changes in your Bitrix24 and initiate the launch of the subsequent actions in the Zap. Triggers work with leads, deals, contacts, and companies when created, updated, or deleted.

ACTIONS create, update or delete leads, deals, contacts, and companies in your Bitrx24 due to actions in other apps and services.

SEARCH returns various field values use in your Zap.

Learn more about the app.

The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.

Instrucciones de instalación

Soporte técnico

Seguridad de los datos

Agregado: 19.04.2018

Soporte técnico

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our Integrations support team will be happy to assist you and consult you on any question regarding the app you might have.

We also recommend to go through the steps described in this article to troubleshoot common issues in case the app does not function or connect as expected.

If there is an error in your Zaps, please make sure to provide the following information to Bitrix24 support.

Instrucciones de instalación

Complete standard installation from Bitrix24.Market and proceed with the following steps:

Install the application.
Follow Get invite link (work with CRM)
Click button "Accept Invite & Build a Zap"
Click button "Make a Zap!"
Create a zap that you need to use
When creating a Zap, enter the URL Bitrix24 (with HTTPS prefix) portal and log in to Bitrix24

Seguridad de los datos

Más información

Zapier for CRM

La aplicación solicita permiso para acceder a los siguientes datos:

CRM

acceso total: ver, crear, editar y eliminar prospectos, contactos, compañías, negociaciones, facturas, cotizaciones, actividades, campos de usuario, etc.

Usuarios (mínimo)

leer la lista de usuarios y los nombres sin la información de contacto

Estructura de la compañía

acceso total: ver, crear, editar y eliminar departamentos

Mensajes instantáneos del sistema (sin acceso al canal de usuario del servicio)

no utilizado en aplicaciones

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0 /5

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