Set up Lead or Contact Creation for Bitrix24 CRM

After integrating Yeastar P-Series PBX System with Bitrix24 CRM, you can enable automatic or manual 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, turn on Create New Contact.
  3. In Create Contact or Lead drop-down list, select the type(s) of contacts to be created.
    • Contacts: Save the unknown number as a Contact.
    • Leads: Save the unknown number as a Lead.
  4. In the Create Method section, select the desired creation method according to your needs.
    • If you want the system to automatically create contacts in the CRM based on specified types of calls, do as follows:
      1. Select Automatically.
      2. In the Call Type drop-down list, select when will a contact be automatically created in the CRM.
        • Inbound: Inbound call from an unknown number that doesn't match a Contact, Lead, or Account already in the CRM.
        • Outbound: Outbound call to an unknown number that doesn't match a Contact, Lead, or Account already in the CRM.
    • If you want to allow associated extension users to manually create contacts in the CRM during a call, select Manually.
  5. Click Save.

Result

  • If automatic creation is configured, 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 manual creation is configured, the associated extension users can manually add an unknown number as a new contact or lead on the CRM.

Note: 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.