Pinkit is a data exchange service between CRM

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

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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 100 client companies. 

Car rental

What tasks have the application “Making an appointment” helped to solve?


1. Keeping a database of vehicles in the park
2. Selection of vehicles based on parameters given by the client
3. Formation of a lead for vehicle rental in Bitrix24 through the external form on the website.
4. Notification on the expiration of insurance policies and leasing agreements. 

 

Accounting company

Move from cloud to box Bitrix24


As a result the client received
1. Access to the corporate portal Bitrix24 through the web interface on domain name;
2. Installed SSL certificate on the client’s server;
3. Activated Bitrix24 license; Reserve copy of portal set;
4. “Pinall business processes database” application installed for clients of the COM domain zone. 

 

Trade and manufacture company

Integration of Bitrix24 with the UniSender mass sending service


Using the integration of the UniSender service with Bitrix24 and Pinall, market specialists can segmentize the client database in Bitrix24 and send notices to clients.

Sending is fully automated. Market specialists see the results of sending in Bitrix24 – in the CRM newsfeed, statistics appear on each sending: status of sending, reading and links followed.

 

Internet store

Two-way data exchange between the website to 1C:Bitrix and Creatio.


Establishment of two-way exchange between 1C-Bitrix was required: “Site management – Bitrix” and the CRM system Creatio (Terrasoft).

The Internet store in Bitrix is a central point of interaction with the client. Here buyer form orders, interaction takes place with payment systems and delivery services. The connecting link is 1C. Through 1C all data about production and work with orders are loaded.

 

Hotel

Automatic link from Bitrix24 in making a hotel reservation.


The client makes a reservation at the hotel.
In changing the status of the reservation, it is necessary to send notices to clients. Various UniSender templates should be used for this.

To solve the task, a business process was established with the activity for sending letters automatically by UniSender from Bitrix24.
With the integration of UniSender and Bitrix24, letters can be sent with professionally designed templates, full statistics received on your link, including assessment of its effectiveness. 

 

Legal firm

Making an appointment for a legal consultation in Bitrix24


The company has used the application “Making an appointment” for over a year. Client appointments are arranged for an initial consultation with a specialist (see the article Making an appointment – review by the legal firm Dolgam.NET).

The company came to us again, for another addition to the application “Making an appointment”. 

 

Automatic trade

Setting the activity “Launching a business process”

The company came to Pinall for help in solving a problem involving the human factor. It was required to set notification which would help managers not to forget to call back clients, and not to miss an important event or reply to a letter.

In the cooperation process we helped a company to solve this problem using our activity “Launching a business process”.
 

Legal company

Database of business processes for Bitrix24 from the Pinall company

The company came to us requesting to automate their business process of selling and providing legal services on the basis of CRM Bitrix24.

We share the case of how it is possible to improve the financial discipline of the client of a legal company by automating business processes (organize control of debit and credit debt in CRM) and improve quality of client service, and also how to increase productivity of employees’ work. 
 

Betting company

Use of integration of Bitrix24 and UniSender

The company Parimatch came to us with a problem of a large number of e-mails sent and technical limitations on the UniSender service for sending mass e-mails

We developed with the client a mechanism of working with lists in the application for integrating Bitrix24 and UniSender, where at the step of the business process a specific list is chosen on where the e-mail goes. Now the company conducts detailed communication on digital channels, where each stage of the Lead corresponds to an e-mail with its own template 
 

Construction company

Activity “Send notifications to personal chat”

The company needed to receive notifications from a business process on CRM entities in a separate window. The standard tools of Bitrix24 are not suitable, as they are used in other important tasks and not only from CRM

Using the activity from Pinall “Send notification to personal chat” the problem was solved!
 

Medical center

Application “Making an appointment”

The medical center Malakhit has used the application “Making an appointment” from the first day it appeared. With its help, patients can make appointments with specialists and for services (MRI, ultrasound). Doctors and administrators at the medical center have access to data, can see their schedule and adjust it if necessary.


Read about how the medical center organized work for processing incoming applications and arranging appointments 
 

Textile company

Integration of Bitrix24 and UniSender


Promsintex has used an application to integrate Bitrix24 and UniSender since 2017. Using integration from Pinall, company managers daily segment the client base in Bitrix24 and send clients hundreds of e-mails with a commercial proposal attached.

We share the interesting case of a company where each manager had certain access rights to CRM and to integration, and there are templates of e-mails with an attached commercial proposal. 
 

English-language school

The application “Making an appointment”

The English-language school Campus has used the application “Making an appointment” for over a year for students registering for study. With this application, the school administrator draws up a schedule of initial consultations and arranges interviews for students. 
 

Granite workshop

Application “Making an appointment”

The granite workshop Sinai-S found an interesting solution for its clients. Here the choice of monument and modeling of the grave could be done remotely by Skype. To book a session with an expert for consultation, the application “Making an appointment” in Bitrix24 from Pinall was used.
 

Financial company

Automatic sending of letter chains from Bitrix24 using UniSender


The company came to Pinall to automate the process of sending letter chains depending on the status of the Lead or Deal.

In the process of cooperation, we not only helped the company to solve this task, but also to automate the process of notifying the responsible person for the Lead that a letter had been sent, and set the integration of the LiveTex leads generation with Bitrix24. 
 

Online school

Application “Making an appointment”

Group lessons take place according to timetable, but individual lessons are coordinated with the manager and teachers of the academy. To understand when teachers have free time when students can book a lesson, the application “Making an appointment” for Bitrix24 from Pinall was used.
 

Chain of clinics

Application “Making an appointment”

The main enhancement was required for the option of dynamic timetable in the application “Making a doctor’s appointment in Bitrix24”


1. Realize the possibility for setting any amount of services from the drop-down list.
2. Take into account the duration of each service for each doctor separately 
 

Cosmetology

The applications “Business processes database” in UniSender

As part of the project, a study of business processes was made. All the business processes are realized in connection with our applications Business Processes database, Bonus cards and loyal program for Bitrix24 and the mass e-mails service from UniSender:
- Business process for forming loyalty card;
- Business process for adding and subtracting bonuses;
- Business process for sending clients best wishes on their birthdays. 
 

Hotel

Automatically sending letters from Bitrix24 in bookings

The company came to us for assistance in setting up a business process for automatically sending notices to clients. The client makes a reservation at the hotel. When the booking status changes, notices must be sent to clients. Various UniSender templates must be used for this (depending on the step of the business process).
 

Chain of sport and recreation centers

Integration of Bitrix24 with the Pinkit service

The company came to us for integration, setting and enhancement of our applications in the Pinkit platform:


1. Integration of CallbackHunter and Bitrix24;
2. Integration of UniSender and Bitrix24;
3. “Base of Pinall business processes“. 
 

Does your business face a similar problem of automation? 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. 

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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.

BITRIX24 and CALLBACKHUNTER

Data exchange between Bitrix24 and CallbackHunter

Why does data need to be exported from CallbackHunter to Bitrix24?

The CallbackHunter widget not only provides a callback function, but also collects information about how rang through the site or left a request on the site. But as it is better to process data on clients and leads in special systems (CRM), the joint use of Bitrxi244 and CallbackHunter helps to reduce your expenses and increase conversions.


Pinkit connects your account in CallbackHunter with Bitrix24. Now all calls from the site will go through Bitrix24.CRM 

LIVETEX and BITRIX24

Data exchange between LiveTex and Bitrix24

Get the maximum use out of LiveTex – install Pinkit integration, which will allow you to transfer automatically information from chats and leads generators to CRM Bitrix24. Using the link LiveTex → Bitrix24, data on clients is sent to CRM. If the system detects identical contact data in new leads (telephone numbers, e-mails) with a Lead, Contact and Company already in the database, a new Lead will not be created. The entire message history, in this case, is saved in one place – in the newsfeed of the found entity. And this means that you will not have unnecessary leads, and you will not have difficulties in qualifying them.

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
$540/year ($45/month)

 

• Activity “Determine workload of manager”

• Unloading Leads from Bitrix24 to UniSender

• Uploading Deals from Bitrix24 to UniSender

• Activity “Detailed information about case”

• Activity “Case search”

• Activity “Receive ID of deals”

• Integration of CALLBACKHUNTER with Bitrix24

• Integration with LIVETEX and Bitrix24

• Option “Mass e-mailing” with UniSender


• Automatic background loading from Bitrix24 to UniSender account of Leads, Contacts, Companies, Deals

• Activity "Create a group chat"

• Activity “Notifications to group chat”


• Activity “Notifications to personal chat”


• Activity “Tracking account status”


• Activity “Tracking application status”

• Activity “Calculating number of tasks in CRM entity”

• Activity “Automatic formatting of telephone number”

• Activity “Automatic search of unprocessed tasks in CRM Bitrix24 section”


• Activity “Sending message to Telegram”


• “Making an appointment” in Bitrix24

+ Option “Dynamic timetable – Managing dynamic”  

 

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BUY

COMPANY
$1045/year ($87/month)


• Activity “Determine workload of manager”

• Unloading Leads from Bitrix24 to UniSender

• Uploading Deals from Bitrix24 to UniSender

• Activity “Detailed information about case”

• Activity “Case search”

• Activity “Receive ID of deals”

• Integration of CALLBACKHUNTER with Bitrix24

• Integration with LIVETEX and Bitrix24

• Option “Mass e-mailing” with UniSender


• Automatic background loading from Bitrix24 to UniSender account of Leads, Contacts, Companies, Deals

• Activity "Create a group chat"

• Activity “Notifications to group chat”


• Activity “Notifications to personal chat”


• Activity “Tracking account status”


• Activity “Tracking application status”

• Activity “Calculating number of tasks in CRM entity”

• Activity “Automatic formatting of telephone number”

• Activity “Automatic search of unprocessed tasks in CRM Bitrix24 section”


• Activity “Sending message to Telegram”


• “Making an appointment” in Bitrix24

+ Option “Dynamic timetable – Managing dynamic”

+ Option “Individual setting of timetable for corporate portal user”

+ Option “Automatic sending of individual link to appointment form”

+ Option “Return of data filled out by client to Lead. Formation of Case with type of Meeting”


+ Option “Standard library of topics for changing application interface”


+ Option “Inclusion in call card”

+ Option “Inclusion in card – Lead, Deal, Contact”


+ Option “Inclusion on lists – Lead, Deal, Contact”

• Automatic sending of e-mails through business processes of integration “Automatic sending by UniSender from Bitrix24”

• Activity “Launching business process on case” 

• Activity "Synchronization of Deal and Account Fields"

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

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


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BUY

CORPORATION
$1594/year ($132/month)


• Activity “Determine workload of manager”

• Unloading Leads from Bitrix24 to UniSender

• Uploading Deals from Bitrix24 to UniSender

• Activity “Detailed information about case”

• Activity “Case search”

• Activity “Receive ID of deals”

• Integration of CALLBACKHUNTER with Bitrix24

• Integration with LIVETEX and Bitrix24

• Option “Mass e-mailing” with UniSender


• Automatic background loading from Bitrix24 to UniSender account of Leads, Contacts, Companies, Deals

• Activity "Create a group chat"

• Activity “Notifications to group chat”


• Activity “Notifications to personal chat”


• Activity “Tracking account status”


• Activity “Tracking application status”

• Activity “Calculating number of tasks in CRM entity”

• Activity “Automatic formatting of telephone number”

• Activity “Automatic search of unprocessed tasks in CRM Bitrix24 section”


• Activity “Sending message to Telegram”
• “Making an appointment” in Bitrix24

+ Option “Dynamic timetable – Managing dynamic”

+ Option “Individual setting of timetable for corporate portal user”

+ Option “Automatic sending of individual link to appointment form”

+ Option “Return of data filled out by client to Lead. Formation of Case with type of Meeting”


+ Option “Standard library of topics for changing application interface”


+ Option “Inclusion in call card”

+ Option “Inclusion in card – Lead, Deal, Contact”


+ Option “Inclusion on lists – Lead, Deal, Contact”

• Automatic sending of e-mails through business processes of integration “Automatic sending by UniSender from Bitrix24”

• Activity “Launching business process on case”

• Activity "Synchronization of Deal and Account Fields"

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

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

• Option of interactive iCRM form “Making an appointment” for Bitrix24

• Integration of Trello and Bitrix24

• Data exchange between Bitrix24 and Sales Creatio (Terrasoft)

• Integration of CALLBACKHUNTER with Creatio

• Data exchange between AmoCRM and Bitrix24

• Application “Managing vehicle park in Bitrix24”

• “Receiving cases from executed sending. Recording data on reading e-mails and transition to integration of UniSender and Bitrix24” 

BUY

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.

 


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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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