Zapier for CRM de Bitrix24 Integrations

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Bitrix24 Integrations

Descrição

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.

Instruções de instalação

Suporte técnico

Segurança de dados

Criado: 19.04.2018

Suporte 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.

Instruções de instalação

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

Segurança de dados

Saiba mais

Zapier for CRM

O aplicativo solicita permissões para acessar os dados:

CRM

acesso total: visualizar, criar, editar e excluir leads, contatos, empresas, negócios, faturas, orçamentos, atividades, campos do usuário etc.

Usuários (mínimo)

ler lista de usuários e nomes sem informações de contato

Estrutura da empresa

acesso total: visualizar, criar, editar e excluir departamentos

Mensagens de sistema instantâneo (sem acesso ao canal do usuário do serviço)

não usados nos aplicativos

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