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, 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.