Automation rules and triggers in CRM help automate different work scenarios. Automation rules perform routine actions such as sending emails and chat messages, setting tasks, creating documents. Triggers track customer actions and changes in CRM, for example, viewing an email, paying an…

SIP connector is a software module that directs outgoing calls and make call forwarding from Bitrix24 to SIP PBX. The SIP connector works automatically with incoming calls and does not require any additional settings. To make outgoing calls and call forwarding,…

Automation rules and triggers in CRM help automate different work scenarios with customers. Automation rules perform routine actions: send emails and chat messages, set tasks, create documents. Triggers track customer actions and changes in CRM: viewing an email, paying an…

If you create a new deal pipeline and implement similar processes there, you don't need to set up automation from scratch. Just move or copy existing automation rules there. The following scenarios are available for copying and moving rules: between…

Add many products at once to Bitrix24 using the Product import option. This is valuable for the initial product catalog load. Follow the steps described below.   Step 1. Prepare your import file Form a product data file in CSV format. To make the…

Every construction project presents a unique set of challenges; challenges that require robust, yet flexible, solutions. In this article, we'll explore how Bitrix24’s diverse functionalities streamline and optimize the management of these projects. From enhanced communication and task coordination to…

In Bitrix24 telephony, you can use different tunes for each call processing scenario. Customize greetings, choose preferred wait music, or use an after-hours recording to notify callers of operator unavailability. This article details all available hold music options. By default,…

Introducing our newest addition to the Bitrix24 REST API Webinar Series: an exciting new webinar is now available! Discover the power of the unique automation tools offered by Bitrix24. In this webinar, we focus on CRM automation rules and triggers. Explore…

Bitrix24 users receive all updates gradually. Please wait. New feature will appear soon. Now you can deactivate automation rules. They will stop performing actions, but will remain in the action chain. How it works Go to the CRM section and…