Integration Features

Telephony Functions

• Pop-up contact card when a Bitrix24 employee receives a call;
• Ability to receive, make, and manage calls directly in Bitrix24 via a widget;
• Outbound calls by clicking a number in the Bitrix24 personal account;
• Listen to recorded calls without leaving the Bitrix24 personal account;
• Save the entire communication history with a client in their card;
• Automatically connect a client to their personal manager;
• Route incoming calls based on the funnel or the deal stage of the caller;
• Notify the responsible employee in the Bitrix24 personal account about a missed call from a client in Open Lines;
• Automatically create a Lead and Task for a successful or missed inbound call for a first-time inquiry;
• Automatically create a Lead and Task for a successful or missed outbound call for a first-time inquiry;
• Automatically create a Task for a successful or missed call for a follow-up inquiry;
• Enrich the Lead, Contact, Company, or Deal card with additional information from CallGear (region, scenario, ad campaign, UTM tags, etc.);
• Transfer the number dialed by the client to the system field “Call Source”;
• Process callback calls in Bitrix24.

Inquiries from Additional Channels

• Transfer offline requests to Bitrix24;
• Transfer chats to Bitrix24;
• Assign responsible employees for missed inquiries (calls/chats/requests) in Bitrix24;
• Assign different responsible employees depending on the type of inquiry, website, time of inquiry, and other conditions.

Filtering Inquiries Transferred to Bitrix24

The integration allows you to determine which inquiries should or should not be transferred to Bitrix24 based on the parameters of the inquiries: virtual number, website, ad campaign, and more.

End-to-End Analytics

Transfer deals from Bitrix24 to CallGear.