Bitrix24 Integrations の Zapier for CRM

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Zapier for CRM

評価

評価なし
インストール数

11458
開発者

Bitrix24 Integrations

説明

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.

インストール手順

テクニカルサポート

データのセキュリティ

追加日: 04/19/2018

テクニカルサポート

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.

インストール手順

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

データのセキュリティ

深入瞭解

Zapier for CRM

このアプリは以下のデータへのアクセス権限を要求します:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

企業構成

full access: view, create, edit and delete departments

ユーザー (最小)

ユーザーリストと名前の読み取り (連絡先情報を含まない)

インスタントシステムメッセージ(サービスユーザチャネルへのアクセス無し）

not used in applications

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