Set up Automatic Lead or Contact Creation for Bitrix24 CRM

After integrating Yeastar P-Series PBX System with Bitrix24 CRM, you can enable automatic lead or contact creation. This feature helps Bitrix24 CRM users build their contacts database, ensuring that all leads and contacts are captured when unknown calls are received or placed by the CRM users.

Prerequisites

You have integrated Yeastar P-Series PBX System with Bitrix24 CRM.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, select the checkbox of Create New Contact Automatically.
  3. In the Call Type drop-down list, select when will a lead or a contact be automatically created on Bitrix24 CRM.

    • Inbound: Inbound call from an unknown number that doesn't match a Contact, Lead, or Companies already in the CRM.
    • Outbound: Outbound call to an unknown number that doesn't match a Contact, Lead, or Companies already in the CRM.
  4. In the Create Contact or Lead drop-down list, select the type of contacts to be created.

    • Contacts: Save the unknown number as a Contact.
    • Leads: Save the unknown number as a Lead.
  5. Click Save.

Result

  • When the associated extensions call or receive calls from an unknown number, a new lead or contact will be created in Bitrix24 CRM.
    Note: The name of an auto-created lead or contact has a prefix of Automatic New Contact followed by the number.

  • If the Contact Synchronization feature is enabled, the newly created lead or contact will also be automatically synchronized to the phonebook in Yeastar P-Series PBX System.