Tip: if you often add similar cards

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hasibaakterss3309
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Joined: Thu Jan 02, 2025 7:45 am

Tip: if you often add similar cards

Post by hasibaakterss3309 »

API. Using an API token, you can write a program code (for example, in Python) that will connect to your database and generate data about potential buyers in the required format.
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Webhooks: Using webhooks to retrieve information from third-party services requires technical expertise or third-party developers, but provides maximum flexibility in configuration.
Adding manually
This method is suitable for small data sets obtained, new zealand telegram number database for example, by telephone or during a personal meeting.
1
Log in to your account, go to the "CRM" section, then "Leads".
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Click "Create" or "+" under the stage name.

3
Fill in the required fields of the form and click "Save". , use templates to speed up the process.
Import from Excel
This method requires some initial setup, but allows you to quickly download a large amount of information. Here are the step-by-step instructions on how to do it:
1
Prepare an Excel file. In the first line of the file, specify the column names that correspond to the fields in Bitrix24. It is important that the names are accurate. You may have to use English names, as this is most often required for correct import. Fill in the remaining lines of the file with information about potential buyers. The import template can be found on the import page itself.
2
Go to the "Leads" tab and find the import function there (click on the gear on the left above the funnel). During the import process, the program will offer to match the columns of your file with the fields in the system. Make sure that the correspondence is correct. If the column names do not match, you will have to manually specify the correspondence.
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