Popular Bitrix24 + easybill Workflows
Create easybill contact for new Bitrix24 contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Bitrix24 - easybill integration, anytime a new Bitrix24 contact is created, an easybill contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create easybill task for new Bitrix24 contact
When you create a contact in Bitrix24, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create easybill task for new Bitrix24 deal
With our integration between Bitrix24 and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Bitrix24, you can automatically create a corresponding task in easybill to keep your team up-to-date.
When Contact is created in Bitrix24 > Check any condition > Create task in easybill
When Contact is updated in Bitrix24 > Check any condition > Create task in easybill
When Lead is created in Bitrix24 > Check any condition > Create task in easybill
When Lead is updated in Bitrix24 > Check any condition > Create task in easybill
When Contact is created in Bitrix24 > Check condition > Create contact in easybill
When Contact is created in Bitrix24 > Check condition > Create Customer in easybill
When Contact is created in Bitrix24 > Check condition > Create customer group in easybill
When Contact is updated in Bitrix24 > Check condition > Create contact in easybill
When Contact is updated in Bitrix24 > Check condition > Create Customer in easybill
When Contact is updated in Bitrix24 > Check condition > Create customer group in easybill
When Lead is created in Bitrix24 > Check condition > Create contact in easybill
When Lead is created in Bitrix24 > Check condition > Create Customer in easybill
When Lead is created in Bitrix24 > Check condition > Create customer group in easybill
When Lead is updated in Bitrix24 > Check condition > Create contact in easybill
When Lead is updated in Bitrix24 > Check condition > Create Customer in easybill
When Lead is updated in Bitrix24 > Check condition > Create customer group in easybill
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Bitrix24 provides businesses with an integrated suite of tools for team collaboration and project management, as well as professional CRM and business analytics. Amplify your productivity and improve your profitability!
See Bitrix24 Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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