Integrations

When and why integration with CRM is needed

In case you use CRM, you need integration. And that's why.

It will be much easier for your managers to go through scripts directly from the CRM, in which they are already working, rather than "jumping" between the two systems.

The second reason - integration with CRM provides a number of additional advantages in data management and automation of the sales process:

When passing the script, the data from the client card will be automatically inserted into the conversation.

If you pass through the specified nodes of conversation, the manager will automatically be assigned a task in the CRM. For example, he promised the client to send a presentation about the company, and CRM already had a reminder task so that the manager did not forget to do it.

There are 2 types of integration - widgets and integration through the API.

Widgets

Ready built-in components of systems.

• Bitrix24
• Kommo
• Pipedrive
• Speed ​​Dial
• OKK

Integration through the API

Interface for interaction between systems, providing a set of methods for programmers.

Other industrial systems and systems developed by your specialists