How does the manager send a greeting letter to the lead?

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[ Closed ] How does the manager send a greeting letter to the lead?

Anna User Posts: 11 Joined: 07.02.2018	#1 0 19.02.2018 13:09:31 The task is that: the manager must send a welcome letter to the lead of Bitrix24. This can be done with the standard functionality of Bitrix24, but we have a good html-letter, so we want to send a message using UniSender. And with minimal effort for the manager. How can this be realized?

Jane Martinez Administrator Posts: 165 Joined: 27.03.2017	#2 0 23.02.2018 20:58:41 This is a traditional case. The standard functionality of Bitrix24 for sending mail does not guarantee even 98 percent of the probability that the letter will be delivered to the recipient. Therefore, I give the solution - our integration. A lot of our customers make mass mailings through integration. In the application even there is an allocation of access rights.

Anna

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Posts: 11 Joined: 07.02.2018

25.02.2018 16:53:46

Quote
Jane Martinez wrote: A lot of our customers make mass mailings through integration.

We do not need mass mailing. Letters must be sent by managers to customers manually, but with the help of UniSender. We like that UniSender has beautiful templates.

Jane Martinez Administrator Posts: 165 Joined: 27.03.2017	#4 0 05.03.2018 14:19:44 Yes, of course, that's what I'm talking about. Your managers must manually open the contact, the lead or the dealer, and send him a single letter through integration. Then look at the statistics for reading this single mailing.

Anna User Posts: 11 Joined: 07.02.2018	#5 0 06.03.2018 22:50:12 This is not exactly what we need. Managers do not need to log into the application. It is necessary to send a beautiful letter directly from the Lead card to Bitrix24.

Jane Martinez Administrator Posts: 165 Joined: 27.03.2017	#6 0 06.03.2018 23:26:00 Technically, there is no such implementation in any integration for Bitrix24. Moreover, it was not even technically possible before and so our customers use the functionality that is in the integration. I suggest all the same to take advantage of the scenario that was proposed in the commentary above.

Jane Martinez Administrator Posts: 165 Joined: 27.03.2017	#7 0 11.03.2018 12:49:36 Ok, topic is closed. In case of problems you can always contact us for help with the forum or order additional services: Business processes and automation Bitrix24 Technical Support Remote Learning and Configuring Bitrix24 Our integration: 1. Integration of UniSender and Bitrix24 Install for free: the option of mass mailings through the integration of UniSender and Bitrix24 and the option of automatic dispatch of letters through business processes 2. Integration of CallbackHunter and Bitrix24 Install for free: https://pinall.org/catalog/integrations/callbackhunter/ 3. Connector of callback widget CallbackHunter and bpm'online E-mail Campaigns from Bitrix24 https://www.bitrix24.com/apps/?app=pinall.unisender Integration of Callbackhunter https://www.bitrix24.com/apps/?app=pinall.callbackhunter