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News from Planado team

New Bitrix24 integration features

31.01.2019

The latest update has the following features:

1. Selecting directions.

If your Bitrix24 has multiple directions, adjust each of them and create jobs from multiple sales funnels at once.

2. Transferring fields from deals to jobs.

Many fields, both standard and user-defined, are used in deals. You can now transfer data from any field to a job.

For example, when you create a job you can choose to have information from the "comment" field of the deal in its description, and to have the worker taken from your Bitrix24 employees list.

As soon as the deal is created, the job with the necessary data will appear in Planado. You can fill in any job field, including the user's ones.

Integrating Bitrix24 and Planado has become even easier. For more information about settings, see the instructions.

 

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