Bitrix24 CRM is popular with small business CRM having great opportunities, even for free. API Bitrix24 allows to integrate it easily with other systems even in cloud version (we wrote about successful integration Bitrix24 CRM with Twilio SMS ).
Zapier is a convenient visual constructor for WEB-system automation. Zapier allows to assemble workflows at Trello, Gmail, Wordpress etc into a unified process. At the moment (while we are writing this article) at Zapier there are no units ready for connection with Bitrix24 CRM.In this article we will show how to set interaction between Zapier and Bitrix24 CRM.
Bitrix24 module Workflows is a versatile tool for business processes automation. Via the module you can gather data, make calculations and save the result.
Not every automation workflow session is efficient. For example, if an employee has to call several clients sequentially to ask questions and write down the answers to be automatically processed.
The Workflows module doesn’t have integration with Bitrix24 telephony. Time is valuable. That is why we minimized the time for switching between Bitrix24 tasks, telephony, contact card and questionnaire.
We have trained Bitrix24 to manage phone calling via the Workflows.
If a company has two or more employees responsible for leads at CRM Bitrix24 there arises a question of distributing leads among the employees. At present CRM Bitrix24 has no such function and every time the responsible person is assigned by the manager. How to automate the process? INTERVOLGARU offers several simple decisions to solve the problem.
At first you should define the order for the leads distributing. We identified several most common decisions.
The business produces a lot of documents: mails, contracts, acts, bills, invoices, reconciliation acts, etc. This paper work is enjoyable for young businessmen , because it gives the feeling of company’s growth.
If a company has more than 10 employees, then the number of people who are responsible for approving of and signing documents grows. The new positions appears: project managers, sellers, lawyers and bookkeepers. All of them participate in the workflow. Clients and vendors also edit the documents and wait for a quick response.
You just can’t waste your time running around, looking for versions of documents, sending mails with the edited contracts. And the person in charge will never know where the exact document or person is.
Paper work and sending e-mails is time-wasting and can spread chaos.
The solution we would recommend is Document Automation Systems (DAS).
It happens that business growth generates problems. It becomes difficult to follow every current process, deal and request. It is almost impossible to analyze the database of contacts by hand.
Employees control is complicated due to the lack of bounds between the client base and documents. Sometimes there is no actual client base.
Our clients often come to INTERVOLGARU with similar problems.
Prestalatino gives out micro loans in Mexico. This company successfully operates in Russia and enters the market of several developing countries. Below we will discuss the entry into the market of Latin America - the Prestalatino project.
The client invests in automation and business processes. To be faster and more efficient, they actively use online databases and services. Starting with the bailiffs' database and ending with the automatic transfer of the debtor’s case to court.
This material is of relevance for synchronizing self-hosted Bitrix24 with Active Directory and LDAP.
The article is long, so let us start with the conclusion. We often have to solve the task of synchronizing Active Directory with Bitrix24. The tools needed are available, but some additional setups are required. This article is about fine-tuning methods and solving problems related to such informational exchange.
We will consider a specific example. Our customer is a large production company. There is a configured domain controller and Active Directory with a list of users.
The task is to transfer users to Bitrix24 and set up synchronization. For the purpose of synchronizing information from the user fields and during user deactivation in Active Directory, it was deactivated in Bitrix24.
The self-hosted Bitrix24 version has a standard module for this task - “AD/LDAP integration”.
Prior to synchronization, this module needs to be installed or updated.
It is possible to set up periodic synchronization. The basic setup makes it possible to define periodicity only in hours. We set synchronization for every hour. It makes sense to increase this time to 24 hours after portal setup is complete, as Active Directory data normally seldom change.
Important! The synchronization itself occurs only after user authentication at the portal. If the user has not visited the portal, it is necessary to press ‘Activate’ in the user list to enforce synchronization. Otherwise, the user will not be synchronized until they enter the portal.
Developers of cloud-based CRM Bitrix 24 are quick in reacting to changes in demand and often release new versions.
Another large-scale update was presented in spring, 2018.
Let us go over all the new features in detail.
In this article:
What is the most important thing about the Bitrix24 Hong Kong update?
How will the work of clients and implementers change?
Which new market is Bitrix gaining a foothold in?
The most important question is who stands to gain from using Bitrix24? What sort of companies should adopt Bitrix24? What does the future hold?
Why "migrate" from the cloud version of Bitrix24 to the on-premise edition, how to prepare correctly for the migration and what surprises you may be waiting for along the way - we will try to understand in the article.
First, let's look at the advantages and disadvantages of the cloud version and on-premise edition of Bitrix24 and the signs that it's time for you to migrate to the on-premise version.
Bitrix24 developers are taking serious efforts to ensure that it is possible to provide informational exchange between Bitrix24 and different systems. We will look at how such informational exchange is possible with a corporate website and show how to set up leads using the B24+Website connection.
We are going to use the cloud version of the Bitrix24 service.
Your website can be built on any platform: Wordpress, Drupai or Joomla. We will just add to it the html code created by Bitrix24 at the end.
For demonstration purposes, we will use a test website built on the Bitrix platform, but the setup can be performed on ANY platform.
More than a million companies use Bitrix24. I believe there are at least 60% of them are inactive or just trying B24 for testing.
Therefore, consider 400 thousand of them. Let's drop those who are completely satisfied with the cloud version and do not want anything more.
Let it be 200 thousand. Let's drop those who do not want to spend money and energy on the boxed version (the financial costs at the initial stage for the cloud version - at least 20 times less).
So, there are 20 thousand customers left. These are companies that have bought or are ready to buy a self-hosted version and invest in the development of the system "for their needs." These are serious customers. They are waiting for a good job.
Bitrix24 software improvements are complex. To fulfill them, you must understand the tasks of the business, know the structure of the system and be able to solve problems. Competent developers are few. There are even fewer active developers.
The market is promising but empty. We develop and support corporate portals on a self-hosted version of Bitrix24. Our goal is to take a larger share of this growing market.
An important step towards this goal is to have a broad outlook and deep competence in how to create extensions for Bitrix24, how to evaluate this work and how to properly do it. The price of the error is high.
The article gives an overview of the tasks of extending the functions of Bitrix24 for the summer of 2016. Each task is commented and evaluated.