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.
- When this happens...Deal Trigger
Fires when a deal trigger is triggered.
- automatically do this!Create Project From Template
Creates a project portal based on the project template setup in your PortalCX account.
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