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(warning)Before configuring the integration, install the Roistat tracking code! 

Description

Integration of Roistat with Bitrix works the following way: after the client makes an order, the new lead is created in Bitrix24 automatically. Roistat transmits the visit number from the browser cookie roistat_visit to the additional field roistat of this lead.

(информация) If the value from the roistat field is accidentally deleted, Roistat will define the source of the visit while loading leads, so the deal will be transferred in the needed marketing channel. If a manager receives an order by telephone, he can ask the promo-code and enter it in the roistat field. 

(warning) If the lead was created with the help of calls made using the Roistat call-tracking, the lead contains the record of the call that can be monitored by you. 

Sending the lead to CRM

If the lead is not marked as duplicate

  1. Roistat searches the client in CRM by phone number or email address.
  2. If the client is found, Roistat creates the deal and binds it to the client. If the client is not found, Roistat creates the new contact and new deal. 

Installation

Step 1. Add the additional field roistat 

  1. Log in to Bitrix24 and open the CRM→ Settings → Form and report settings → Custom fields:
  2. Click the Add Field button in the Lead section:
  3. Enter roistat in the Name field and choose the String in the Type dropdown list:


  4. Click the Save button.

(warning) The additional field should be named roistat, otherwise, the integration won't work.

(отметить) If you create a lead manually, you can fill in the roistat field with the data of the source of the lead. The information about the source of the lead will be displayed in Analytics

To bind the lead to the specified marketing channel, enter the following markers in the roistat field:

  • google{ID}, if you want to bind the deal to the Google Adwords channel. For example, google3.
  • merchant{ID}, if you want to bind the deal to the Google Merchant Center channel. For example, merchant4.
  • facebook{ID}, if you want to bind the deal to the Facebook channel. For example, facebook6.
  • seo_google, if you want to bind the deal to the SEO - Google channel.

Step 2. Configure the integration with bitrix24 in the Rositat Integrations list

Connect the Bitrix in the Integrations list

  1. Open the Integrations list.
  2. Select the Bitrix24 (deals) and click the Connect button. 

1. Configure the authorization settings

  1. Enter the URL-address of your amoCRM project in the address field:

  2. Click the Install application button and Install Roistat in Bitrix24.
  3. Click the Authorize application button. 

2. Distribute the statuses

Distribute the statuses of the deals by dragging them into the statuses groups and click the Continue button:

3. Instruction of lead creation settings

Read the instructions of lead creation settings and click the Next button:

4. Date of sale

Enable the Use the date of sale from the CRM mechanism if you want the date of the sale to be downloaded directly from the CRM:

5. Configuring the advanced settings of loading the deals from CRM

Field for filtration: if you have several businesses in one CRM. you can select each business using the filtering field.

Filtration parameter: if the filtering field is empty, only the deals with empty fields will be loaded.

Revenue field: if this field is not chosen, the Revenue will be loaded from the standard CRM field.

First cost field: select the additional deal field for loading Cost. The profit will be calculated automatically.

Profit field: select the additional deal field for loading Profit. The value of this field will be used to automatically calculate the cost. 

Send data for marketing analytics: enable this mechanism if you want to send the source data to Bitrix24 marketing analytics.

6. Send deals to the CRM system: creating tasks

On this step, you can activate the creation of tasks when creating deals in CRM to make managers work with the incoming leads more effectively. 

After enabling this option, set the Time for tasks completion, Task type, and Task text:

7. Distribution of deals

On this step, you can assign responsible managers for deals. To enable this mechanism, activate the switcher. Then, appoint the managers to the tasks:

8. Client management

On this step, you can enable companies to be used as clients in Roistat. By default, Roistat uses contacts as clients.

To activate this option, drag the switcher: 

Step 3. Configure the automatic transfer of leads to CRM

We recommend configuring the transfer of deals to CRM via Roistat. In this case, the deal will be firstly sent to Roistat, and then Roistat will send them to CRM. To learn more about the advantages of this way of leads transfer, read this article

If you already configured the transfer of leads using the code, you shall fill in the additional field roistat with the value of cookie roistat_visit.

You can receive the value of this cookie using this code: 

$roistatVisitId = array_key_exists('roistat_visit', $_COOKIE) ? $_COOKIE['roistat_visit'] : "unknown";

Verifying the performance

  1. Create the lead on the website.
  2. Open the Integration list in your project. 
  3. Find the Bitrix24 (deals) integration and click the Configure button. 
  4. Click the Sent leads button and find the lead you created.
  5. Check if the visit number is specified in the Promo code field.  
  6. Find the successful status of the lead () is in the Sent field.
  7. Find the new lead with the visit number in your CRM.
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