Bitrix24 Training Course 6. CRM Robots: Delivery.
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Welcome to the module of our comprehensive Bitrix24 training series! 🎓 In today's session, we'll delve deep into the world of Bitrix24 CRM Robots: Delivery. Whether you're new to CRM automation or seeking advanced techniques, this tutorial is perfect for you!
🔍 What You'll Learn Today:
The main focus of this video is on a specific trigger related to delivery. Emin mentions that if your delivery company is not integrated with Bitrix24, you may face issues with managing the delivery process. He points out that currently, only Yandex delivery is supported, but they are willing to integrate other shipping and delivery companies upon request.
Emin briefly discusses a robot named "get product item information" within the delivery group, which is not a robot but a helper to extract data for use in other robots. He explains the difference between robots, helpers, and triggers. The helper's purpose is to extract product item information from a deal.
He demonstrates how to set up an email communication trigger using this helper, including selecting the email subject and content. He also mentions the availability of automation rules at different stages of the process.
Emin encounters an issue with an empty delivery address and shows how to update it by copying the address details from the contact's information.
He briefly mentions that the robot can extract only the first item from a product list, and for more complex extraction, a business process should be used, which he plans to explain in future videos.
Finally, Emin briefly mentions other available robots related to delivery, such as "get payment information" and "send SMS".
📌 Resources & Links:
• Bitrix24 Training Course
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▶️Time-code:
00:00 - Introduction
00:00 - Introduction
00:51 - Robot "Watch for order delivery"
01:57 - Robot "Get product item information"
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