Set up Contact Synchronization from Bitrix24 CRM

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 Synchronize Contacts Automatically.
3. In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from Bitrix24 CRM.

   

   • Contacts: An individual who has purchased your product or service, or a company representative responsible for purchasing.
   • Leads: An individual who has the potential to become a customer for your product or services.
   • Companies: A client, a supplier, or a partner with whom you have business dealings.
4. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synchronized from Bitrix24 CRM.
   Note: The contacts can only be synchronized to an empty phonebook.

   

5. On the Always Query CRM option, decide whether to search contacts in the CRM real-time.

   

   • If enabled, PBX will query CRM in real time for contact information, and support real-time dial search for CRM contacts in the Linkus clients of the associated extension users.
   • If disabled, PBX will only query CRM when there is no matching information found in the PBX company contacts.
     Note:

     • Enabling this feature will increase API usage, so make sure to monitor your quota accordingly.
     • The real-time search is not supported when masked number is enabled.
6. Click Save.

Result

On Contacts > Phonebooks, the associated phonebook comes with a label .

When the associated extensions receive an inbound call from a Bitrix24 CRM contact of specified type, or place an outbound call to the contact, PBX will search for the contact's information, and automatically synchronize the matched contact's information from the CRM to the associated phonebook in Yeastar P-Series PBX System.