Use Bitrix24 CRM Integration

This topic shows the usage of the key features that can be achieved after integrating Yeastar P-Series Cloud Edition with Bitrix24 CRM.

Click to Call

  • Install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
  • Disable calls to be routed via Bitrix24 Telephony (Path: CRM > Settings > CRM Settings > Other > Other Settings > Format).

Users click to display the detected phone number on Bitrix24 CRM, then click the phone number, a call will be sent out directly via the associated PBX extension.

Call Popup

Keep at least one of the following clients logged in:
  • Linkus Desktop Client
  • Linkus Web Client
    Note: If users close web browser or Linkus Web Client tab, they can NOT receive calls. To avoid this, users can install Chrome extension 'Yeastar Linkus for Google', which allows for the call pop-up browser tab even when web browser is closed.
When the extension associated with a Bitrix24 user receives an inbound call from CRM contacts, a new browser tab will be launched to show the CRM contact's information.

Note: The pop-up window might be blocked by the browser. In this case, users need to click on the blocked icon at the search bar, allow the pop-up window and website redirection, and then click Done.

Call Journal

All outbound calls, inbound calls, and missed call records will be logged to CRM automatically, which helps users to keep track of every conversation.

Users can log in to Bitrix24, go to CRM > Leads or CRM > Customers > Contacts/Companies in a contact detail page to view the call logs.

Contact Synchronization

Inbound calls will trigger a Bitrix24 CRM contact lookup. If there exists the same number in Bitrix24 CRM, the matched Bitrix24 CRM contact will be synchronized to the associated PBX phonebook, and the synchronized contact is read-only.

For more information, see Set up Contact Synchronization from Bitrix24 CRM.

Automatic Lead or Contact Creation

A new lead or contact will be created automatically in Bitrix24 CRM when the associated extensions call or receive calls from an unknown number.

For more information, see Set up Automatic Lead or Contact Creation for Bitrix24 CRM.