As CRM from Bitrix24 to upload transactions for email contacts?
Use the Bitrix24 CRM. There are a variety of deals at a certain stage. Want the contacts of these transactions to make the email newsletter (not using Bitrix). Each transaction has a contact with the email (and name). How to download all transactions at a particular stage of email contacts to csv file?
The problem is that the email to display does not choose, it displays only the contact's name.
If you go through the contact page, there is email, but no links to the deal.
The problem seems very typical, with the support of Bitrix replied that unload of the transaction together with the emails of their contacts impossible.
Has anyone encountered a similar problem? How do you address it?
We work mainly with carton, but the cloud is one solution:
- Create a generic list of "Lists" with fields:
- The deal
-- The name of the contact
- Create a custom field in the transaction ID in the mailing list
- Create a BP which is triggered when the create/change transaction
-- Checks if you filled in the ID field in the mailing list - updates the record in the US "Lists", if not - adds.
And already this list you can upload whatever you want :)
Maryjane.Rutherford answered on March 23rd 20 at 19:31
In google sheets bitrix24 through the API to download all transactions in one table and contacts to the other and from just transactions to tie the column with the email depending on the contact + with google sheets you can send push notifications through API + google app script