Add a record to Salesforce when a contact is created in Bitrix24

■Overview

Do you use Bitrix24 and Salesforce together and struggle with the time and effort required to enter customer information twice, as well as the risk of data entry errors?
This workflow automates the integration between Bitrix24 and Salesforce. When a new contact is created in Bitrix24, a record is automatically added to Salesforce, helping you eliminate these challenges. Reduce the burden of manual data entry and create an environment where you can focus on more important tasks.

■Who Should Use This Template

• Sales professionals who use Bitrix24 and Salesforce together and want to avoid entering customer information twice
• Those who manually transfer data between SFA and CRM systems and want to prevent data entry errors and omissions
• Those who want to automate data migration from Bitrix24 to Salesforce and improve the productivity of their entire sales team

■Benefits of Using This Template

• When a contact is added to Bitrix24, a record is automatically created in Salesforce, reducing the time previously spent on manual data entry
• Reduce the risk of manual data transfer errors and omissions, maintain data consistency between Bitrix24 and Salesforce, and improve the reliability of your information

■Flow Bot Process

1. First, connect Bitrix24 and Salesforce to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new contact is created”
3. Finally, set Salesforce’s “Add a record” action as the operation, then map and register the Bitrix24 contact information retrieved by the trigger

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts

■Customization Options

• In Salesforce’s “Add a record” action, select the object to add, such as a contact, as needed
• Configure which Salesforce fields should receive the Bitrix24 contact information retrieved by the trigger, such as the contact’s name, company name, and email address

■Notes

• ‍‍Connect both Bitrix24 and Salesforce to Yoom.
• Salesforce is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and data connections for configured flow bots will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan. Please take note of this.