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

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, select the checkbox of 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. 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, 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.