Case Study: Bitrix24 enhances CRM data management with CallGear integration

Bitrix24 automates additional fields across Leads, Contacts, and Companies with CallGear

The customer, Bitrix24, sought to enhance the data within its CRM by enriching lead, contact, deal, and company cards with more detailed information from its telephony systems. The vendor, CallGear, provided its integration service to address this challenge of improving data analysis and card informativeness.

CallGear's solution automatically populated Bitrix24 cards with a wide array of additional fields, such as campaign names and UTM tags, fetched from call interactions. The integration streamlined data transfer, ensuring that when a new entity like a deal was created from a lead, all visitor data was automatically carried over. This significantly simplified statistical analysis for the customer and improved the overall richness of their CRM data.

Bitrix24