Set up Contact Synchronization from Bitrix24 CRM
After integrating Yeastar P-Series PBX System with Bitrix24 CRM, you can enable a one-way contact synchronization to synchronize the Bitrix24 CRM contacts to a specific PBX phonebook.
Prerequisites
You have integrated Yeastar P-Series PBX System with Bitrix24 CRM.
Procedure
- Log in to PBX web portal, go to .
- On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
- 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.
- 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.
- Click Save.
Result
On
, the associated phonebook comes with a label .When the associated extensions receive an inbound call from a Bitrix24 CRM contact of specified type, the contact information will be synchronized to the associated phonebook in Yeastar P-Series PBX System automatically.
Note: This is a one-way sync from Bitrix24 CRM to Yeastar P-Series PBX System, therefore the associated phonebook and the synced
contacts are read-only.
Troubleshooting: Fail to synchronize certain CRM
contacts?
Incomplete information of CRM contacts can lead to
synchronization failure. Make sure the following fields are filled in for
the contacts, then perform the directory synchronization again:
- Either the First name or Last name field is filled in.
- At least one phone number-related field is filled in.