Bitrix24 Community

Support » Forum » CRM » Email integration to the CRM - a flowchart
Pages: 1
RSS
Email integration to the CRM - a flowchart, flowchart describing what happens when a new email is received by Bitrix24
There is a great post made by Yana regarding the CRM email integration - unfortunately I was unable to find it again to put the URL here.
Hope it is still current.

Anyway, the post was translated to Portuguese and can be found here: http://www.radsolucoes.com.br/pt-BR/bitrix24-faq
I also created a flowchart diagram that makes the process very easy to understand.
If you want to create new leads automatically this is the way to do it.
By the way: Lead-attached business process ARE started by the new lead creation...so you may created tasks, send IM, emails, and all the good stuff that workflows are known for!

Attached is the English version of the diagram.
Enjoy!

 
Edited: Ronaldo Radünz - 12/19/2015 15:56:57
---
Ronaldo Radünz

Bitrix24 Gold Partner
http://www.radsolucoes.com.br
Pages: 1
2,000,000+
organizations
are already using Bitrix24