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Applications from new clients for integrators

Applications from new clients for integrators

After the client leaves an application on the integrators page, a new Lead appears in Personal Account. In order to quickly process it, enable Telegram notifications on Personal account.

  1. Allow Notification Sending in Telegram
  2. In Personal Account in My Leads section turn on «Notifications»:

How to connect My Leads notifications in Bitrix24 for a marketing

    1. Connect system notifications to Personal Telegram

    2. Link Messenger accounts through connector to Bitrix24

    3. Enable the "Automatically create a new lead" option in the Open Line settings

    4. When a new lead appears in the ChatApp Personal Account, a message will be sent to the linked Telegram:

    5. Since Telegram is connected in the Bitrix24 connector, when a new lead appears in the ChatApp personal account, Bitrix24 will create a new lead: “Telegram bot - ChatApp [Notifications]”

   6. Go to the Automation Rules section and click «Create», find the triggerTrack customer messages”. Double-click the trigger and settings section of this trigger will appear. In a “Message contains text” window type “new lead has been created”. 

    7. You can move the trigger to one of the stages, for example: "In Progress". And get a notification about a new lead in Bitrix24.

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