Pinkit is a data exchange service between CRM

use Pinkit for two-way exchange between CRM and your web service

Services

What does Pinkit include?

The Pinkit service is an indispensable tool for data exchange between CRM, BPM systems (Bitrix24, Creatio (Terrasoft), amoCRM, Megaplan) and various external web services (UniSender, CallbackHunter, LiveTex). 


We will examine examples of scenarios for using Pinkit below:

Bitrix24

Data exchange between Bitrix24
portals 

Unisender

Data exchange between Bitrix24 and UniSender

CALLBACKHUNTER

Data exchange between Bitrix24 and CallbackHunter

LIVETEX

Data exchange between Bitrix24 and Livetex

Sales Creatio

Data exchange between Bitrix24 and Terrasoft

AMOCRM

Data exchange between Bitrix24 and amoCRM

TRELLO

Data exchange between Bitrix24 and Trello

Making an appointment

Making an appointment online for clients in Bitrix24


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Cases

PINKIT Cases

With applications from the PINKIT platform, we have successfully automated work in over 3000 client companies.  

Solutions based on the PINKIT platform have helped to successfully automate the work of more than 30,000 companies of our clients from various business areas - from medical to construction companies.

We have accumulated unique expertise in this matter.

Send a request and we will prepare a selection of case studies for you on the topic of your business.

 Do you want to optimize your CRM? Do you have specific tasks, but not know how to realize them?
Contact us and we will discuss your case. 

TRELLO and BITRIX24

Data exchange between TRELLO and BITRIX24

Integration of Trello and Bitrix24 makes it possible to transfer information automatically on task boards from one application to another.

1. INTEGRATION BY PARTICIPANTS OF TASKS AND GROUPS
Bitrix24 users correspond to Trello users based on e-mail. If there is no such participant in Trello, they are automatically invited to the board.

2. INTEGRATION OF BOARDS IN TRELLO AND GROUPS IN BITRIX24
The Trello board corresponds to the group in Bitrix24. There may be several boards/groups.

3. INTEGRATION OF TASK KANBAN IN BITRIX24 WITH TRELLO BOARD COLUMN
The task Kanban of the Bitrix24 group corresponds to the Trello board column. Each group has its own Kanban. Columns on the board are formed automatically in the Kanban.

4. INTEGRATIN ON COMMENTS AND PARAMETERS OF TASKS
Two-way integration on comments, description, task deadline, check lists and shifted tasks by Kanban/column

BITRIX24 and UNISENDER

DATA EXCHANGE BETWEEN BITRIX24 AND UNISENDER

We made it possible to have automatic data exchange from Bitrix24 to UniSender. Now all entities of your CRM Bitrix24 which have an address  indicated (Leads, Contacts, Deals and Employees) are automatically loaded to UniSender. To make a mailing list, for example on all contacts from the Bitrix24 database, simply log in to your UniSender account, go to the section “Lists of contacts” and search for the word “Contacts”. You will see an automatically created lists which contains all contacts from Bitrix24 (for which an e-mail is given). 


Working with the UniSender service, your client base gains new contacts daily. Data on possible clients (leads) is received automatically from your landings, or you enter them manually. UniSender is a sending service, and it does not have the functions that the CRM system does (client relations management system) in Bitrix24.
But thanks to the integration of Pinkit you can correctly transfer data on clients from UniSender to CRM. 

DATA EXCHANGE BETWEEN PORTALS IN BITRIX24

Data exchange takes place in these versions of Bitrix24
Bitrix24 cloud ↔ Bitrix24 box
Bitrix24 box ↔ Bitrix24 box
Bitrix24 cloud ↔ Bitrix24 cloud

At first glance, it may seem that data exchange from one Bitrix24 portal to another portal on the same platform is pointless. But don’t leap to conclusions. Here are scenarios of our clients who explain the need to export or import data to Bitrix24. This is because a number of clients have several portals, and they require exchange on certain entities.

Sales Creatio and BITRIX24

Data exchange between Sales Creatio and BITRIX24

Often our clients work at the same time in Sales Creatio (a Terrasoft product) and in Bitrix24. Some functions, they believe, are realized better in Bitrix24 (tasks, reports, worktime registration, video calls, telephoning, documents etc,). Also, a new tool appeared recently in Bitrix24 – open lines. With open lines, you can communicate with clients quickly and conveniently who write to you in social networks or external messengers. But tools for managing the whole cycle of sales, from analyzing needs to sealing deals, carrying our an order and controlling payments are better realized in Sales Creatio.

So, if you work in Sales Creatio and Bitrix24, using Pinkit integration you can expand the functions of these two systems. You will have to prepare a file indicated in which fields in Sales Creatio and Bitrix24 comparison of data should be carried out, and data is transferred and shifted (example of file attached) 

AMOCRM and BITRIX24

Data exchange between amoCRM and Bitrix24

With Pinkit, you can make two-way data exchange between amoCRM and Bitrix24. Integration makes exchange possible not only from the main fields, but also from user fields of the entities Lead, Contact, Company, Deal (Sale).


amoCRM is a professional CRM system which contains a full set of tools to reveal the potential of your sales department and increase its efficiency.


Bitrix24 is not a CRM in pure form. Here, CRM is one of the tools for organizing the company’s work. Many users choose Bitrix24 for such convenient tools as social network, tasks, calculation of work time and projects, chat, video calls and IP telephoning, documents online, disk, calendar, e-mail and others. 

AMOCRM and BITRIX24

Application “Making an appointment” for Bitrix24

USING THE PINKIT PLATFORM FOR MAKING AN APPOINTMENT, YOU CAN:

1. Form a schedule for specialists’ appointment directly in the CRM interface.

2. Place a Pinkit platform form for making an appointment on the site and automatically transfer the appointment data of the site visitor to CRM.


3. Create an appointment directly from a Lead or Contact in CRM on the basis of a telephone call by the patient or a communication from “Open Lines”.


4. Form and send confirmation of an appointment to the patient by e-mail or SMS.

5. Realize spontaneous scenarios for appointments using additional actions for CRM business processes. 

TEAM

$52 per month
$624 a year 


With 25% discount

$39 per month
$468 a year

• Integration of PlanFact and Bitrix24

• Integration of Trello and Bitrix24

• Unloading Leads from Bitrix24 to UniSender

• Uploading Deals from Bitrix24 to UniSender

• Automatic background upload from Bitrix24 to the personal account of Unisender Leads, Contacts, Companies, Transactions

• Activity "Update task fields"

• Activity "Change the stage of the task"

• Activity "Add a comment to the task"

• Activity "Adding a comment to the CRM feed"

• Activity "Delete elements of any CRM entity by ID"

• Activity "Updating fields in any CRM entity"

• Activity "Getting data from any entity by ID"

• Activity "Determination of manager load"

• Activity "Detailed information about the case"

• Activity "Search to do"

• Activity "Receiving transaction IDs"

• Integration of CALLBACKHUNTER with Bitrix24

• Integration with LIVETEX with Bitrix24

• Option "Bulk mailing" with UniSender

• Activity "Group chat notification"

• Activity "Notification to personal chat"

• Activity "Create a group chat"

• Activity "Tracking account status"

• Activity "Tracking the status of the offer"

• Activity "Counting the number of tasks in a CRM entity"

• Activity "Automatic formatting of the phone number

• Activity "Automatic search for unprocessed tasks in the CRM section of Bitrix24"

• Activity "Sending a message to Telegram"

• Activity "Create account"

• Activity "Get task data"

• Activity "Getting a list of department users"

• Activity "Get offer status"

• Activity "Add a pre-configured checklist to the task"

• "Appointment" in Bitrix24

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COMPANY

$100 per month
$1200 a year

With 25% discount

$75 per month
$900 a year

• Integration of PlanFact and Bitrix24

• Integration of Trello and Bitrix24

• Unloading Leads from Bitrix24 to UniSender

• Uploading Deals from Bitrix24 to UniSender

• Automatic background upload from Bitrix24 to the personal account of Unisender Leads, Contacts, Companies, Transactions

• Activity "Update task fields"

• Activity "Change the stage of the task"

• Activity "Add a comment to the task"

• Activity "Adding a comment to the CRM feed"

• Activity "Delete elements of any CRM entity by ID"

• Activity "Updating fields in any CRM entity"

• Activity "Getting data from any entity by ID"

• Activity "Determination of manager load"

• Activity "Detailed information about the case"

• Activity "Search to do"

• Activity "Receiving transaction IDs"

• Integration of CALLBACKHUNTER with Bitrix24

• Integration with LIVETEX with Bitrix24

• Option "Bulk mailing" with UniSender

• Activity "Group chat notification"

• Activity "Notification to personal chat"

• Activity "Create a group chat"

• Activity "Tracking account status"

• Activity "Tracking the status of the offer"

• Activity "Counting the number of tasks in a CRM entity"

• Activity "Automatic formatting of the phone number

• Activity "Automatic search for unprocessed tasks in the CRM section of Bitrix24"

• Activity "Sending a message to Telegram"

• Activity "Create account"

• Activity "Get task data"

• Activity "Getting a list of department users"

• Activity "Get offer status"

• Activity "Add a pre-configured checklist to the task"

• "Appointment" in Bitrix24

• Activity "Getting task fields"

• Activation "Launching a business process on a Case"

• Activity "Synchronization of transaction and account fields"

• Activity "Counting the amount of invoices and creating transactions"

• Activity "Receive call data"


• Activity "Getting a list of products on leads and deals"

• Automatic mailing of letters through robots and business processes in the integration "Automatic mailing of Unisender from Bitrix24"

• Activity "Receiving data from fields of a smart process"

• Activity "Getting an array element by index"

• Activity "Creating an element of a smart process with obtaining its ID"




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CORPORATION

$151 per month
$1812 a year

With 50% discount

$76 per month
$912 a year

• Integration of PlanFact and Bitrix24

• Integration of Trello and Bitrix24

• Unloading Leads from Bitrix24 to UniSender

• Uploading Deals from Bitrix24 to UniSender

• Automatic background upload from Bitrix24 to the personal account of Unisender Leads, Contacts, Companies, Transactions

• Activity "Update task fields"

• Activity "Change the stage of the task"

• Activity "Add a comment to the task"

• Activity "Adding a comment to the CRM feed"

• Activity "Delete elements of any CRM entity by ID"

• Activity "Updating fields in any CRM entity"

• Activity "Getting data from any entity by ID"

• Activity "Determination of manager load"

• Activity "Detailed information about the case"

• Activity "Search to do"

• Activity "Receiving transaction IDs"

• Integration of CALLBACKHUNTER with Bitrix24

• Integration with LIVETEX with Bitrix24

• Option "Bulk mailing" with UniSender

• Activity "Group chat notification"

• Activity "Notification to personal chat"

• Activity "Create a group chat"

• Activity "Tracking account status"

• Activity "Tracking the status of the offer"

• Activity "Counting the number of tasks in a CRM entity"

• Activity "Automatic formatting of the phone number

• Activity "Automatic search for unprocessed tasks in the CRM section of Bitrix24"

• Activity "Sending a message to Telegram"

• Activity "Create account"

• Activity "Get task data"

• Activity "Getting a list of department users"

• Activity "Get offer status"

• Activity "Add a pre-configured checklist to the task"

• "Appointment" in Bitrix24

• Activity "Getting task fields"

• Activation "Launching a business process on a Case"

• Activity "Synchronization of transaction and account fields"

• Activity "Counting the amount of invoices and creating transactions"

• Activity "Receive call data"
 

• Activity "Getting a list of products on leads and deals"

• Automatic mailing of letters through robots and business processes in the integration "Automatic mailing of Unisender from Bitrix24"

• Activity "Receiving data from fields of a smart process"

• Activity "Getting an array element by index"

• Activity "Creating an element of a smart process with obtaining its ID"

• Option Interactive iCRM-form "Appointment" for Bitrix24

• Data exchange between Bitrix24 and Sales Creatio (Terrasoft)

• Integration of CALLBACKHUNTER with Creatio

• Data exchange between AmoCRM and Bitrix24

• Application "Fleet management in Bitrix24"

• "Receiving Cases from the completed mailing. Fixing data on the reading of the letter and the transition in the integration of UniSender and Bitrix24"

• Activity "Copy case"



FREE AUDIT OF THE COMPANY'S WORK IN CRM (BITRIX24, AMO, CREATIO)

To start using our service, to work out which option package will be most beneficial for your business, we recommend that your request a free audit for your CRM.


If you want to use the PINKIT platform for free, press the button “Request audit”.


We will contact you, carry out an audit and discuss options for receiving the PINKIT platform for free use.

 


Pinkit platform technical support


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>> Register on the site.

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Pinall partner program:
50% discount forever 

Offer your clients privileged use of the PINKIT platform package. They will be able to make use of a large amount of useful options for their business under the selected PINKIT rate, at a much lower cost than if they had purchased the applications separately.

You can sell whole sets of options in our PINKIT service, which is more advantageous for business and more profitable for you, or individual integrations, receiving a 50% margin from each option sold.
To take part in our partner program, you must sign an agreement with us. Send a request to take part in our partner program to order@pinall.ru and our manager will contact you to sign an agreement. By making an agreement with Pinall, you install the options of our integrations and applications and make the installations in your name (under terms agreed on by the parties). 


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