Bitrix24 CRM + SalesScreen

Bitrix24 CRM + SalesScreen integrations

Create SalesScreen activities when new Bitrix24 CRM deals trigger

Ensure every important deal in your Bitrix24 CRM is promptly acted upon in SalesScreen. This workflow activates as soon as a deal is updated or initiated in Bitrix24 and swiftly creates a corresponding activity in SalesScreen. By bridging these two platforms, you can enhance your sales process efficiency and stay ahead of all your deals. No longer will you need to manually transfer deal details, saving you time and reducing the risk of errors.

When this happens...
Deal TriggerFires when a deal trigger is triggered.
TriggerInstant
automatically do this!
Create ActivityCreates a new record in SalesScreen.
ActionWrite

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More things you can do with Bitrix24 CRM and SalesScreen

Discover other triggers and actions you can use with Bitrix24 CRM and SalesScreen

- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
Try It
Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
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Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
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- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write

- User ID
  Required
- Message
  Required
- Type
  Required
Action
Write
- Autoload fields
- Action
  Required
- Entity Type Id
  Required
Action
Write
- Task ID
  Required
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Entity Type Id
  Required
- Select field names to filter
  Required
Action
Search
- External Record ID
  Required
- External User ID
  Required
- Activity Type
  Required
- Date
- App
Action
Write
- External User ID
  Required
- App
- Email
  Required
- Name
  Required
- External Team
Action
Search or write

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
Try It
Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
Try It
- Author ID
  Required
- Blogpost Title
  Required
- Message
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Task Title
  Required
- Responsible User ID
  Required
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- External User ID
  Required
- Email
  Required
- Name
  Required
- External Team
- App
Action
Write
- External User ID
  Required
- App
Action
Search

About Bitrix24 CRM

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

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About SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

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Related categories

Dashboards