Zapier integration version 2.0 allows for Bitrix24 CRM to create, update and delete entities from external third-party services and apps.
The app now tracks events when entities are created, updated and deleted inside Bitrix24 CRM. Additionally, search feature is now available inside individual CRM entities.
This version also supports custom user fields as well as multiple fields with phone numbers, emails, websites, messengers.
New version also properly assigns stages and statuses to CRM entities.
For instance, you can automatically send an email after the deal is won.
For instance, create a task automatically when receiving an email.
Complete the standard installation from Bitrix24 Marketplace and complete the following steps:
1. Install the application.
3. Click the "Accept Invitation and Build Zap" button.
4. Click the “Make Zap!” Button.
5. Create the Zap you need to use
6. When creating a Zap, enter the Bitrix24 portal URL (with the HTTPS prefix) and enter Bitrix24.
Enter your email address and domain your Bitrix24 portal