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Bitrix New lead creation
CRM/ERP Integration
0
1052
19
0
Bitrix New lead creation
Additional information
Version:
 1
Create:
 May 31, 2017
Update:
 May 31, 2017
Click to rate:

Bitrix

Bitrix24 is a social network service for convenient operations, where all the necessary business tools are available:

task management, calendars, reports, file sharing and joint editing of documents through Bitrix24.Disk, CRM, workgroups etc.

New lead creation

For new lead creation Bitrix clck Use this process and template of process will copy to your environment.

Description of incoming process parameters

  • portal - Your Bitrix24 portal that was specified with registration. For example, if the address of your Bitrix24 is https://corezoid.bitrix24.ru, then portal name will be corezoid

  • title - new lead name

To create new lead it is required to specify it's name (title).

Value of other parameters is transferred to the API similarly:

  • fields[NAME] - new lead's name

  • fields[CURRENCY_ID] - currency

  • etc.

Parameters description on website.

Description of crm.lead.fields method "Getting fields of lead".

Process launch

1) For request authorization, paste your process ID what receives and keeps Bitrix access_token in value of auth parameter instead of "xxxxx".

Process "Bitrix OAuth" receives and keeps access_token

2) Go to dashboard mode and press Add task button.

3) In appeared window you need to specify the required parameters:

  • portal
  • title

4) After all parameters are specified, pressSend task.

Description of outcoming process parameters

In case of success the parameter will be added to the task

  • lead_id - ID of created lead

In case of error, task will go to escalation node and the parameter will be added

  • Error - error description
Read more

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