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Bitrix24 CRM + PortalCX

Create PortalCX portals for new Bitrix24 CRM deals

Once this Zap is in place, a new Bitrix24 CRM deal will automatically create a customer portal through PortalCX. This will give the customer visibility into their Bitrix24 CRM deal start to finish, with no added clicks or keystrokes.

Once this Zap is in place, a new Bitrix24 CRM deal will automatically create a customer portal through PortalCX. This will give the customer visibility into their Bitrix24 CRM deal start to finish, with no added clicks or keystrokes.

  1. When this happens...
    Bitrix24 CRMBitrix24 CRM
    Deal Trigger

    Fires when a deal trigger is triggered.

    TriggerInstant
  2. automatically do this!
    PortalCXPortalCX
    Create Project From Template

    Creates a project portal based on the project template setup in your PortalCX account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • Autoload fields

    • ActionRequired

    Action
    Write
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    • Entity Type IdRequired

    Trigger
    Instant
    Try It
    • Autoload fields

    • ActionRequired

    Action
    Write
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bitrix24-crm-new logo

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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portal-cx logo

About PortalCX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

Related categories