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When working with CRM forms, it’s often important not only to capture the information users manually enter but also to store additional details automatically in the connected records. This is where hidden fields come into play. Hidden fields allow you to pass dynamic values in the background without requiring the user to input them directly. […]
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Collecting feedback directly within a CRM system helps businesses understand their customers’ needs and experiences more effectively. By setting up automated workflows, companies can send feedback requests at the right stage of a deal, ensuring that valuable insights are gathered without manual follow-up. This not only saves time but also ensures that no opportunity for […]
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Forms are no longer limited to collecting basic information. With advanced configuration options, they can now function as multi-page structures, interactive platforms, or even as dynamic websites. This makes them highly useful for businesses, organizations, and individuals who want more control over how data is gathered and presented. One of the most powerful aspects of […]
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This guide walks you through the process of configuring and managing forms effectively within your system. It covers everything from submission settings to hidden field values, ensuring that data collection remains accurate and efficient. Each step is explained with practical examples so you can clearly understand how the setup works in real use cases. You’ll […]
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The article “e-Signature for HR” explains how human resources departments can use electronic signatures to manage important documents more efficiently. It walks through the entire process of creating, editing, and sending documents for signing, making it easier for HR teams to handle approvals and employee agreements without relying on paper. The guide also shows how […]
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Managing orders is a central part of any business, and Bitrix24 provides the tools to handle this process directly within the CRM. Orders not only record customer requests and purchases but also connect with products, inventory, and client information, allowing you to keep everything in one place. In this section, we will look at how […]
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CRM forms are an essential part of collecting and managing customer information directly through your website or communication channels. They allow businesses to create structured forms for inquiries, registrations, feedback, or any other type of data collection. Once created, these forms can be shared, embedded, or connected with widgets and chat tools, making it easy […]
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This article will help you understand how to use CRM forms in Bitrix24 and how these forms connect with different CRM entities like Leads, Contacts, Deals, and more. You will learn how to create forms, add different fields, and link them to the correct CRM parts so the information is saved properly. We will also […]
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Integrating Bitrix24 CRM forms directly with Google Analytics 4 (GA4) enables you to monitor essential user interactions like form views, field inputs, and submission events in real time—all without needing any third-party tools. GA4 offers a modern, event-driven approach to tracking, making it easier to collect behavioral data from your forms. With Bitrix24’s built-in support […]
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In many companies, people need to sign important papers like service agreements, invoices, or work contracts. These papers often need to be signed by other people such as clients, team members, or partners. Bitrix24 has a very helpful tool called e-signature that lets you send these papers online and get them signed without printing anything. […]
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In CRM forms, not all fields need to show all the time. You can make forms smarter by showing or hiding certain fields based on what a user selects. This is done using Field Show Rules. These rules help keep your forms clean, user-friendly, and personalized. For example, if someone selects “Yes” for making a […]
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Welcome to this quick guide on connecting your Facebook Lead Ads directly to Bitrix24! If you’re generating leads through Facebook and want them to flow automatically into your CRM—this video is for you. We’ll show you how to link your Meta Business Suite with Bitrix24’s Contact Center, so every time a form is filled on […]
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Users Stage Movement Restrictions This permission determines whether a user can change the stage of items in the CRM. It applies specifically to Deals, Leads, Estimates, and Invoices. You can also customize it to allow users to move items only to specific stages, giving you more granular control over how items progress through your pipelines. […]
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Notifications 🔔 Adjusting Notification Preferences in Bitrix24 In this short lesson, we’ll show you how to adjust notification settings in Bitrix24. This is a useful feature to help reduce distractions and make sure everyone only gets the updates that matter to them. 1. Click on the small downwards arrow next to your name on the […]
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How to Create UTM-tagged links 🔗 Base Website URL This part of the link never changes: https://emcsoft.io/ 🧩 UTM Parameters Explained To track where each visitor is coming from, you’ll add the following tags to the end of the URL: utm_source= → The platform or app the traffic is coming from (e.g. instagram, facebook, tiktok) […]
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| 14 Views | Amin
In this session, we’ll explore how to configure, integrate, and optimize the webmail features in Bitrix24 CRM to streamline communication and enhance lead engagement. From setting up your email system to creating templates and running email campaigns, we’ll walk through practical scenarios to help you utilize these tools effectively for your organization’s needs. Configuring Webmail […]
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In this session, we’ll learn how to efficiently import and export data in Bitrix24 CRM to manage leads, deals, contacts, and company details. Properly handling imports and exports is essential for keeping your CRM organized and ensuring that all your data is correctly mapped and accessible. We’ll go through simple steps to help you smoothly […]
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In this session, we’ll learn about using custom fields in Bitrix24 CRM to organize your lead data in a way that works best for your business. Custom fields let you collect, store, and display the exact information you need for your leads. We’ll explore how to create and use different types of custom fields to […]
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In this session, we’ll learn how to use different tools in Bitrix24 CRM to keep track of leads and communicate better. These tools help you stay organized, work well with your team, and keep in touch with leads easily. We’ll go through simple examples to show how you can use these features in your daily […]
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In this session, we’ll focus on setting up and managing permissions within Bitrix24 CRM. Properly assigning permissions is essential for maintaining data security, ensuring that team members have access to the information they need while protecting sensitive data. We’ll explore different scenarios to illustrate how permissions can be tailored to various roles within your organization. […]
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In this tutorial, we will explore the different methods available in Bitrix24 for assigning a responsible person to a lead. This assignment is crucial for ensuring accountability and proper follow-up on potential clients. We will cover manual assignments, automated processes, and handling duplicates, providing a comprehensive guide to managing lead responsibilities within your CRM system. […]
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In today’s session, we’ll delve into the essential aspects of setting up the lead card within Bitrix24. The lead card is a crucial element for managing and tracking detailed information about your leads, providing a centralized place for all pertinent data. We’ll cover various customization options, including display types, field configurations, and tab settings, to […]
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In today’s tutorial, we’ll explore the robust functionalities of Bitrix24, specifically focusing on managing leads using various features such as list management in Kanban and calendar views, lead settings, and the use of the recycle bin. We’ll also demonstrate how to use filters effectively within leads and across Kanban boards, and showcase quick methods for […]
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Welcome to Bitrix24 Training Course 17, where we delve into the intricacies of CRM Robots and specifically focus on Test Mode. Introduction to Test Mode: At the heart of efficient CRM operations lies the ability to thoroughly test automated processes. In this segment, we will demonstrate how to utilize Test Mode effectively to debug and […]
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Unlocking the Potential: Smart Scripts are not just about automation; they’re about tailored solutions. Whether you’re a real estate agency in Dubai or a multinational corporation, Smart Scripts adapt to your unique needs. By streamlining processes and eliminating manual tasks, they empower businesses to focus on growth and innovation. Customized Solutions for Every Scenario: One […]
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In the fast-paced world of business administration, efficiency is paramount. That’s why mastering automation processes is crucial for optimizing workflows and maximizing productivity. In our comprehensive Bitrix24 Administration course, we delve deep into the realm of automation, equipping you with the knowledge and skills to streamline your Bitrix24 experience like never before. Introduction: Welcome to […]
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In this article, you’ll discover: 1. How robots can effortlessly generate QR codes and distribute them to clients via email or SMS. 2. Explore how QR codes can streamline client registration processes. Whether it’s event sign-ups or tracking offline advertising, QR codes offer versatile solutions. 3. Learn how robotics can elevate CRM management by handling […]
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In the world of business management, streamlining operations and maximizing efficiency is paramount. Enter Bitrix24, a versatile platform that empowers businesses to take control of their administrative tasks with ease. In this article we’ll explore the intricacies of workflow automation, helping you harness the full potential of this powerful tool. Custom Communication and Beyond Before […]
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The Necessity of Automation in Sales Automation in sales isn’t just about efficiency; it’s about creating a sustainable business model that nurtures long-term customer relationships. The focus is clear: employ automation to not only streamline operations but also ensure that clients remain engaged year after year. Creating Repeat Leads We begin with the “Create Repeat […]
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Introduction: In the fast-paced world of e-commerce and business operations, efficient and organized delivery processes are essential. In this article, we explore how Bitrix24, a comprehensive business management solution, can help you streamline your delivery process with the use of delivery robots. Understanding the Bitrix24 Delivery Robots: Bitrix24 offers a range of powerful tools to […]
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Creating a Payment Link: Create Payment Link option. This feature allows you to generate a payment link automatically within Bitrix, as opposed to sourcing it externally. Once set up, a deal gets created and you can attach relevant contacts and products to it.As the deal progresses, the payment link becomes active. This link can then […]
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Introduction Welcome back to the second part of our video series on automating paperwork with robots. In our previous video, we explained how you can automatically generate documents using templates and streamline your document creation process. Today, we’ll continue exploring the capabilities of these robots in the paperwork section of your automation toolkit. Track Entity […]
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In the age of digital transformation, businesses are constantly looking for ways to simplify administrative tasks and boost productivity. One of the game-changers in this realm is the automation of paperwork. Bitrix24, known for its extensive CRM capabilities, also offers the power of ‘robots’ to handle your paperwork with ease. Let’s dive into how you […]
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Robotic process automation has transformed how companies operate, optimizing numerous processes and functions. In this article, we will delve into a practical example of using robots for administrative tasks. 1. Robot Creation for Employee Monitoring and Control: The core discussion revolves around the creation of robots that aid in: Notifying supervisors in particular situations, understanding […]
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EMCSoft, a leading technology company specializing in Bitrix24 integration, is committed to providing tailored solutions to meet the needs of businesses of all sizes. In this article, we will discuss how we use robots in Bitrix24 for customer communication. Automation in Bitrix24 helps businesses streamline their customer communication processes, making them more efficient and timely. […]
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Starting with Employee Alerts Firstly, let’s focus on employee alerts. These are among the most commonly used robots in Bitrix24 due to their simplicity in setup and vital role in the workflow. Let’s say, for example, a new lead is generated in your system (be it through an online form, social media integration, or any […]
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In today’s fast-paced business environment, efficiency is key to staying competitive. As companies strive to streamline their operations and improve productivity, the adoption of advanced automation tools becomes essential. Bitrix, a leading platform for business management, offers robust features for automating processes through its Smart Process Automation (SPA) capabilities. Smart Process Automation, or SPA Empowers […]
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Introduction: In this video, we will delve into Bitrix24 training and specifically focus on data storage and modification using Bitrix24 automation. We will explore various aspects of data management, such as adding list items, modifying list items, getting list item information, performing math operations, and modifying variables. Adding List Items: One of the key features […]
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There are four robots in the Task management group that you can use for automation: 1. “Create task” 2. “Watch for task status” 3. “End task” The use of CRM robots in task management can improve efficiency, productivity, and automation in business operations. Using the instructions below for setting up robots, you will learn the […]
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This video, part of a Bitrix24 training course, focuses on automation and managing products. It covers various aspects of product management within Bitrix24, specifically dealing with automation rules related to products. The tutorial demonstrates how to create and use different types of robots or automation rules in Bitrix24. The topics covered include: Adding Product Items […]
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Creating Contacts Automatically A primary focus of this training is on the robot named “Create Contact for Lead”. This tool is a time-saver, especially when dealing with complex or automated lead creation processes. The robot enables the automatic creation of contacts from leads, bypassing the need for manual entry and simplifying the conversion of leads […]
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