Zapier for CRM par Bitrix24 Integrations

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Zapier for CRM

Évaluation

5 / 5
Installations

14466
Développeur

Bitrix24 Integrations

Description

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 Bitrix24 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.

Instructions d'installation

Assistance technique

Sécurité des données

Ajouté : 19.04.2018

Assistance technique

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.

Instructions d'installation

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

Install the application.
Go to your Zapier Account and click button "Make a Zap!"
Create a zap that you need to use.
When creating a Zap, enter the URL Bitrix24 portal and log in to Bitrix24.

Sécurité des données

Zapier for CRM

L'application demande des autorisations pour accéder aux données :

CRM

accès complet : afficher, créer, modifier et supprimer des prospects, contacts, entreprises, offres, factures, devis, activités, champs d'utilisateurs, etc.

Tâches

accès complet : visualiser, créer, modifier et supprimer des tâches, listes de contrôle, commentaires, fichiers, dépendances, coûts ; visualiser, créer, modifier et supprimer des étapes

Actualités

accès complet : ajouter, modifier et supprimer des publications du fil d'actualités, des commentaires et des destinataires

Chat et Notifications

accès complet : afficher, créer, modifier et supprimer les conversations et messages ; connecter les utilisateurs aux chats ; modifier les chats ; lire tous les messages de chat