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Integration with CRM directly from the ChatApp Dialog

From the dialog, it is possible to work with data, and tasks from CRM, and view detailed information on a client.

1. Select a dialog

2. In the upper right corner find "dialog information"

3. Open the "CRM data" section. In this section you will see the following information:

  • deals
  • contacts
  • leads
  • CRM tasks

4. Deals, contacts, leads are linked to CRM by links, by them you can go to the created deal, contact, lead in CRM. 

For example, go to CRM by deal - "Registration of legal entity":

Information on the deal "Registration of legal entity" will be displayed in Bitrix24 with a detailed description of the deal card:

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