Articles · 20 articles
CRM and integrations: call results in Bitrix24, amoCRM and Sheets
Where a call’s result should land: Bitrix24, amoCRM, Google Sheets, 1C, BILLZ, MoySklad or a Telegram group. What webhooks and the REST API are, how CRM fields get filled from the conversation and where to start if you have no CRM yet.
- 4 min read
How to set up telephony in Bitrix24: the number, the settings and the test
Connecting telephony to Bitrix24: a SIP number, who takes calls, automatic leads, recording, a test call. An AI operator works with Bitrix24 on your number.
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How to get a Bitrix24 lead from every call, and stop getting empty leads
A Bitrix24 lead from every call: missed and night calls, empty leads, repeat customers. An AI operator creates the lead with the caller’s answers and recording.
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How to log calls in amoCRM: telephony, notes and tasks
amoCRM call logging: the telephony widget, Incoming leads, a note template, tasks. An AI operator writes the transcript and caller’s answers to amoCRM itself.
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How to log call results in Google Sheets: columns, rules and formulas
How to keep call results in Google Sheets: columns, phone format, filters and formulas. An AI operator writes each conversation’s result to the sheet itself.
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How to connect 1C with phone calls: orders, payments and the customer card
How to connect 1C and phone calls: which data goes where, orders and payment lists, what to agree with your 1C developer. Sado’s team connects 1C with you.
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Phone calls for stores on BILLZ: size questions, the customer base and repeat purchases
Calls for stores on BILLZ: size and branch questions, calling your customer base, feedback after a purchase. Sado’s team connects BILLZ with you.
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How to confirm MoySklad orders by phone: statuses, script and outcome
How to confirm MoySklad orders by phone: which status triggers a call, what to ask, what to do when nobody answers. 800 so‘m per talked minute, no monthly fee.
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Call cards in a Telegram group: who takes them, how to work with them and privacy rules
A card for every call, with the recording, in your Telegram group: setting up the group, who takes each card, privacy rules, the morning routine. A checklist.
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How webhooks work: a plain explanation for business owners and developers
A webhook is one system telling another, by itself, that something happened. How it differs from an API, call examples and five rules for developers.
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Calls through a REST API: sending a lead from your website and getting the result back
AI calls through a REST API: your website or software sends a lead, the operator calls right away and the result comes back by webhook. Steps for developers.
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How to fill CRM fields from a phone call: a question-to-field map
Keep CRM fields from staying empty after calls: tie each question to one field and make most fields pick-lists. An AI operator writes the answers itself.
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Calls triggered by a CRM stage: how to call a customer automatically when a deal moves
When a deal moves to the stage you choose, the customer gets a call: which stages to use, how to set it up, what to watch for. For Bitrix24 and amoCRM users.
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Duplicate leads in the CRM: where they come from and how to clean them up
One customer, three leads in the CRM: where duplicates come from, how to merge them and how to stop new ones. The key is one phone number format for everyone.
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Exporting call results to Excel and reading them: what to count
Export a calling campaign’s results to Excel and review them in 10 minutes: filters, a pivot table, the callback list and the cost of one interested customer.
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Small business without a CRM: where to keep call results
A small business without a CRM can still keep every call: the portal, a Telegram group, Google Sheets or Excel. Plus the signs it’s time to move to a CRM.
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How to choose a CRM in Uzbekistan: Bitrix24, amoCRM or a spreadsheet
Seven questions for choosing a CRM in Uzbekistan: language, telephony, where data is stored, paying in so‘m, 1C and BILLZ links. How Bitrix24 and amoCRM differ.
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Call transcripts in the CRM: how to put them to use
With the full call text in the CRM card, a 3-minute call reads in 30 seconds. How to use transcripts, a weekly 15-minute review and the privacy rules to follow.
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Tasks after calls: when to create one and how to word it
Not every call needs a task, only those that need a person. The formula for a good task (who, what, by when, context) and real-world examples.
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How to clean CRM data before a calling campaign: 8 steps
Clean your CRM base in 8 steps before a calling campaign: who you may call, “don’t call”, number format, duplicates, names, old records and a test run first.
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Connecting an AI operator to your phone line and CRM: a pre-integration checklist
Checklist before connecting an AI operator to your number and CRM: SIP details, pipeline and fields, facts for the operator, a Telegram group and 7 test calls.
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