Unified Entry Point: Filtering Requests Transferred to Bitrix24
This integration allows you to define which requests should be transferred to Bitrix24 and which should not. The filtering is based on the parameters of the requests, such as virtual number, website, advertising campaign, or calls routed to different departments (configured via scenario operations).
You can customize the filtering parameters for each request type individually: chat, offline request, incoming call, and outgoing call.
Filtering Parameters
Incoming Calls:
- Website
- Caller’s region (based on phone number)
- Advertising campaign
- Virtual number
- Scenario
- Scenario operation (enabling filtering by departments)
- Group selected by the visitor
Chats:
- Website
- Advertising campaign
- Group selected by the visitor
Offline Requests:
- Website
- Advertising campaign
- Group selected by the visitor
Outgoing Calls:
- Caller’s region (based on phone number)
- Employee
- Virtual number
Example of Use
If you want to track only sales-related calls in your CRM, you can exclude calls directed to logistics or after-sales departments. By configuring the filtering conditions in the integration settings, you can prevent the creation of unnecessary deals and contacts in CRM, avoiding the need for manual cleanup.
For companies using a single phone number for incoming calls, calls can be routed to different departments via the “Menu” scenario operation. With the filtering settings, you can specify which scenario operations should forward calls to Bitrix24. This approach allows you to:
- Prevent unwanted deals from cluttering your CRM.
- Maintain a unified entry point—your company’s phone number.