Integration with Bitrix24
To download a Sellizer for CRM plugin, please go to the official store of the browser you are using:
After you download and install the plugin successfully, its icon will appear in the upper right corner of your browser.
- Log in to your Bitrix24 account. You will find Sellizer widget in the details of each Contact, Company and Deal card.
- If you haven't already, log in to your Sellizer account.
- In Brak wysłanych ofert field click Dodaj nową button.
- Dodaj ofertę action will move you to Sellizer, automatically filling in the mandatory fields (*) by importing data from Bitrix24, provided that the following fields are filled in and visible on the contact / company / deal card:
- e-mail address *, if there is more than one e-mail address, the first one will be used,
- contact name *, if there is more than one contact, the first one will be used.
Then you just need to add file or files you want to send, personalize the title and content of your message and choose the shipping method. And that's it - your proposal is ready to be sent!
Sellizer widget will allow you to store proposals and conveniently access their statistics directly from the contacts, companies and deals cards in Bitrix24. After entering the page of a contact, company or a deal card in Bitrix24, you will be able to conveniently check the list of proposals sent with access to the detailed statistics of recipients activity provided by Sellizer:
- the date of the last opening of the proposal,
- the number of openings of the proposal,
- total time of viewing the proposals,
- assessed the chances of winning the proposal.