Bitrix24 CRM Integration Overview
Yeastar P-Series Cloud Edition supports to integrate with Bitrix24 CRM, which allows Bitrix24 users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. This topic describes the requirements, key features, and terminologies related with the integration.
Requirements
- Bitrix24
-
- Version: Use Bitrix24 Cloud Edition with any of
the following plans subscribed:
- Basic
- Standard
- Professional
- Enterprise
- Version: Use Bitrix24 Cloud Edition with any of
the following plans subscribed:
- PBX server
-
- Firmware: Version 84.9.0.18 or later.
Key features
The integration of Yeastar P-Series Cloud Edition and Bitrix24 CRM provides the following key features:
- Click to Call
- Users can launch calls by a single click on the detected numbers from
Bitrix24 CRM via Yeastar Linkus Web Client.Note: This feature requires users to install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
- Call Popup
- Automatically bring up the contact's profile on the web browser when users (with their Linkus Web Client or Linkus Desktop Client logged in) receive / answer an inbound call from a CRM contact, or finish a call with a CRM contact.
- Call Journal
- All the call activities get logged automatically to Bitrix24 CRM when a user ends calls with CRM contacts.
- Contact Synchronization
- Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from Bitrix24 CRM contacts.
- Automatic Lead or Contact Creation
- A new lead or contact will be created automatically in Bitrix24 CRM for unknown inbound calls or outbound calls.
Terminologies
The following table lists the terminologies of the Bitrix24 CRM integration.
Term | Description |
---|---|
Bitrix24 Main Administrator |
The user who registered a Bitrix24 account. |
Bitrix24 User |
The user who is invited to Bitrix24. |
PBX Extension | The extension number for Bitrix24 user. Bitrix24 users can register their extensions on a phone or on Linkus Clients, and use the extension to make and receive calls. |
Bitrix24 Companies |
A client, a supplier, or a partner with whom you have business dealings. |
Bitrix24 Contact | An individual who has purchased your product or service, or a company representative responsible for purchasing. |
Bitrix24 Lead |
An individual who has the potential to become a customer for your product or services. |