Typical use-cases and scenarios for REST API in CRM and tutorials
- How to create leads, deals, and other CRM objects
- How to replace an outdated phone number for an existing client; how to update product information and other examples
- How to find clients by phone; how to get all activities of a client and other examples of working with lists of entities
- How to use Bitrix24 tools for Sales Intelligence
- How to add your tab to the deal card; how to add your buttons to the lead card and other examples of CRM widgets
How can you quickly link a form on your website to the CRM? How can you automatically create deals with product items? How can you pass information for Sales Intelligence to Bitrix when creating a lead from your source?
In this section, you will find ready-made examples for solving typical tasks related to CRM.
How to create leads, deals, and other CRM objects
- Add Lead via Web Form
- Add a lead with files via a web form
- Add an activity to a new lead or deal depending on the CRM mode
- How to Send an Email to a Client on Behalf of an Employee
- Add Repeat Lead
- Add Contact via Web Form
- Add a contact with details via a web form
- Add a Company via Web Form
- Add a Company with Details via Web Form
- Add a deal and company with requisites
- Add Calendar Event for Client Interaction
- How to Add a Template and Create a Document Based on It
- How to Create a Custom Field in a SPA
- How to Set Up Rounding for a Custom Field of Type "Number"
How to replace an outdated phone number for an existing client; how to update product information and other examples
- How to Change or Delete Phone Numbers and Emails
- How to Create Your Lead Editing Form
- How to Create Your Contact Editing Form
- How to Create Your Company Editing Form
- How to Create Your Deal Edit Form
How to find clients by phone; how to get all activities of a client and other examples of working with lists of entities
- How to Find Duplicates in CRM by Phone and Email
- How to Get a List of Activities from Deals
- How to Get a List of Stages with Semantics for CRM Objects
- How to Get the Sales Funnel of a Given Direction with the Semantics of Each Deal Stage
How to use Bitrix24 tools for Sales Intelligence
- How to Transfer Information to Sales Intelligence
- How to Use Sales Intelligence When Creating a Lead
- How to Use Sales Intelligence When Creating a Deal and Contact