Bitrix24 CRM + SmartMatchApp

Bitrix24 CRM + SmartMatchApp integrations

Manage new, updated or deleted SmartMatchApp clients by triggering deal actions in Bitrix24 CRM

This workflow offers a seamless link between SmartMatchApp and Bitrix24 CRM, ensuring updates to clients in SmartMatchApp trigger respective actions in Bitrix24 CRM. By bridging your client management and CRM systems effectively, this automation increases efficiency and thoroughly tracks client activity, all without requiring manual data entry. Thus, it solves the problem of time-consuming client data updates and promotes streamlined business processes.

When this happens...
New, Updated or Deleted ClientTriggers when a client changed.
TriggerInstant
automatically do this!
ActionWrite

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More things you can do with SmartMatchApp and Bitrix24 CRM

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

- Object
  Required
Trigger
Instant
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- Client ID
- Created
Action
Write
- Client ID
  Required
- Photo List
  Required
Action
Write
- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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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

Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
Action
Write
- Client ID
  Required
Action
Write
- Fullname
- Search by primary phone
- Search by primary email
- Is_submitted
- Is_archived
Action
Search
- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
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- 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

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 SmartMatchApp

SmartMatchApp is a matchmaking and membership CRM to organize and optimize the process of matching, introducing, and connecting people.