Functionality of the FLATRIS app in Bitrix24
Integrating FLATRIS app into Bitrix24:
Step 1. Install the app
For integration you need:
1. To log in to the personal account FLATRIS
2. To fill in the spreadsheet and to add at least 1 object to the crosstab
After the steps are completed, go to Bitrix24. At the top of the work panel press "More" and select "Apps"
In a search box type FLATRIS. Click the app icon.
For instalation, the app will request your login and FLATRIS API key.
Go to your FLATRIS personal account, section "Integration" => "Bitrix24" and copy the login and FLATRIS API key.
Enter this data in the according fields in the opened app.
Step 2. Bitrix24 funnel set up
FLATRIS transmits the information about 5 deal statuses:
Your funnel can have different titles and amount of stages. In order for the system to work correctly, the stasuses of the funnel shall be linked. To do so you need:
Next, in the "Crosstab on CRM", section, assign to each purchase funnel object according managers. To do so you need:
Step 3. Work with the app.
After you install and set up FLATRIS in Bitrix24 on each deal card a tab "FLATRIS" will appear
Press "Open crosstab" if you want to add the apartment to the deal.
In a pop-up window find the needed accomodation and click on it.
In a new pop-up window on the right will appear all the detailed informaion about the accomodation. Press "Add to deal".
You can exit the crosstab with the help of "X" button or if you click empty space on the left from the crosstab.