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Stepan Ovchinnikov

Stepan Ovchinnikov
Bitrix24 integration with External Systems for information exchange

Bitrix24 integration with External Systems for information exchange



We continue on the topic of Big Bitrix24 implementation. So, you have purchased Bitrix24 on-premise and you are interested in developing its capabilities.

A big implementation requires integration with external systems. For example:

  1. Uploading the product database from warehousing or accounting systems to Bitrix24 CRM.

  2. Synchronizing contractors and partners with the accounting or recording program.

  3. Binding leads and deals in the CRM to the warehouse "production requests".

  4. Creating leads in Bitrix24 when a new user is registered in other systems (website, email, electronic archives, etc.).

  5. Receiving reports, including data from Bitrix24 and other systems.


This article is about love.

Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
Bitrix24: Key performance indicators and custom reports based on CRM

Bitrix24: Key performance indicators and custom reports based on CRM

Bitrix24 is used to solve management tasks in different organizations.

In some cases there are 5 employees, in other cases - 500.

Maybe you have 5 transactions a week in CRM, or maybe 500 calls a day.

Even the concept of "project", "transaction", "offer" have different meanings in different organizations.

How do you use it then? Why does it work at all?

I must say that creation of a software product "for any company", what Bitrix24 has become, is a surprising phenomenon. Who is this system for? What organizations is it for?

For everybody? or for "nobody"?

You can say that Bitrix24 is suitable for everybody to solve 80% of tasks. And for the remaining 20% everybody needs a fine setting and update.

In accordance with the principle of Pareto the first 80% are easily implemented. We are trying, studying, watching videos, getting used. Everything works. This is a small implementation.

The remaining 20% are more difficult. You need the research and the expert's work. Sometimes - "in terms of workflows". Sometimes - a database designer, a REST API expert and a programmer on some kind of React JS.

In this article we talk about a most interesting case of developing "the second type applications" for cloud Bitrix24 and show the possibilities of expanding the service functionality.



Intervolga