Send deals to Bitrix
Once Bitrix is connected, each new request in Reonic creates a Bitrix record automatically, as either a Lead or a Deal depending on the sync mode you choose.
Bitrix24 is a CRM. Once you connect it, every new request in Reonic syncs to Bitrix automatically as a Lead or a Deal. The record is created when the request is created, so there is nothing to send manually at the offer or signature stage.
Before you start
- An admin connects Bitrix in Settings > Company settings > Integrations and picks the sync mode. See Connect your CRM for the setup steps.
How the sync works
- An admin connects Bitrix and picks the sync mode:
- Deal (default) creates a Bitrix Deal for each request.
- Lead creates a Bitrix Lead for each request.
- Without / None keeps the connection but pauses new syncing.
- From then on, each new request in Reonic creates the matching Bitrix record automatically.
- Open the request in Reonic to see the linked Bitrix record for cross-reference.
Things to know
- You can pause the sync. Set the mode to Without / None to stop creating new Bitrix records while keeping the connection. Set it back to Lead or Deal to resume.
- Pick one mode and keep it. Choose Lead or Deal before you start syncing, and stay on it. Switching between the two after records already exist creates a new record type going forward rather than converting the ones already in Bitrix.
Need help?
- Step-by-step questions about this flow contact Reonic support.
- Feature requests or something missing contact Reonic support.
- Bug reports include a screenshot and the URL where it happened in your support email.
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