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- How to replace an outdated phone number for an existing client, how to update product information, and other examples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's Sales Intelligence tools
- How to add your tab to the deal detail form, how to add your buttons to the lead detail form, and other examples of CRM widgets
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 Add a Comment to the Timeline of a Smart Process
- How to Set Up Rounding for a Custom Field of Type "Number"
- How to Create a Custom Field in a SPA
How to replace an outdated phone number for an existing client, how to update product information, and other examples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 Get a Client's Address from CRM
How to use Bitrix24's Sales Intelligence tools
- 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