How to Transfer Information to Sales Intelligence

Scope: crm

Who can execute the method: users with administrative access to the CRM section.

When creating CRM entities, there are three ways to transfer information for Sales Intelligence.

The Simplest MethodThe Simplest Method

Transfer the UTM_SOURCE field in the fields of the created entity.

In this case, when creating the entity, if a configured source in Sales Intelligence with the same UTM_SOURCE is found, this source will be assigned to the entity, the corresponding icon will be displayed, and the entity will participate in the Sales Intelligence report.

Complete DataComplete Data

Transfer the TRACE field in the fields of the created entity.

In this case, all data will be taken into account — device, all channels, including the website, and visited pages.

This method works for the following methods: crm.lead.add, crm.deal.add, crm.contact.add, crm.company.add, crm.quote.add.

{
            "fields": {
                "NAME": "test",
                "LAST_NAME": "",
                "TRACE": ...
            }
        }
        

The value of the TRACE field must be either the identifier of the saved Sales Intelligence record or a JSON string with an array of a specific format, which can be easily obtained using the JS code of the Bitrix24 Sales Intelligence widget:

b24Tracker.guest.getTrace()
        

The value of the TRACE field can be a number — the ID of the trace obtained using the crm.tracking.trace.add method.

Creating a Trace and Obtaining Its IDCreating a Trace and Obtaining Its ID

The crm.tracking.trace.add method creates a trace:

crm.tracking.trace.add
        ?ENTITIES[0][TYPE]=CONTACT&ENTITIES[0][ID]=3215&ENTITIES[1][TYPE]=LEAD&ENTITIES[1][ID]=1&TRACE=
        

The TRACE field is required, and the value is a string obtained from the b24Tracker.guest.getTrace method. See the example above.

The ENTITIES field is optional, where you can list the entities associated with this trace:

ENTITIES: [
            {
                TYPE: 'CONTACT',
                ID: 1
            },
            {
                TYPE: 'LEAD',
                ID: 101
            }
        ]
        

One Trace for Related EntitiesOne Trace for Related Entities

If a package of related entities (deal + contact + company) is being created, a single trace can be created for them. If the contact and company already exist, and only the deal is being created, a trace can be created and linked to the existing entities.

Continue Your ExplorationContinue Your Exploration

• Using Sales Intelligence When Creating a Lead
• Using Sales Intelligence When Creating a Deal and Contact