Prerequisites:
- Access to a Bitrix24 CRM account with permissions for the CRM module that you intend to integrate
- A defined field in Bitrix24 CRM to capture Snapchat Lead ID.
Set-up process:
Log in to your Datahash account on https://studio.datahash.com/login
Navigate to CRM category under Sources list in the left section.
Click on the “Bitrix24 CRM” connector tile.
Now you need to provide the Bitrix24 URL.
Getting the Bitrix24 URL
Go to your Bitrix24 & login to your account .
Click on Rest API under the Add-ons section.
Case 1: If you have not created a webhook.
Click on Import & Export Data.
Now go to Import customers.
In the request builder add crm.lead.list method. Copy the REST API URL & Click on Save.
Case 2: If you have already created a webhook.
Go to the Integrations section.
Double click on the ID you want to integrate
In the request builder add crm.lead.list method. Copy the REST API URL & Click on Save.
Paste the Bitrix24 URL in Datahash studio. Once done, click on Validate Credentials.
Choose the data entity as Snapchat Leads.
Select the Bitrix24 CRM module from which you want to track the lead status updates into Snapchat Leads Conversions API and Provide a name to the connection.
Next step is to map the CRM fields with the data points required for Snapchat Leads Conversions API integration.
- Snapchat Lead ID: This is the unique identifier generated in Snapchat Lead Form (Instant Form) where the lead was captured. Please select the CRM field name which stores the SnapchatLead ID in Bitrix24 CRM module.
- Last modified date column: This is the field that indicates the lead’s most recent update time to synchronize the latest updates. The default sync frequency is 15 minutes. Please specify the CRM column name for capturing this update.
- Lead Lifecycle Status column: Lead lifecycle status refers to the field in the CRM that is used to track the stages that a lead moves through during the lead lifecycle. Updates in these stages are tracked as events and pushed to a destination e.g. as conversion signals in Snapchat Leads Conversion API for Lead Ads campaign optimisation.
Click on “Test Connection” to proceed.
Once done, you can view the latest leads data available in your CRM as per the mapping provided above.
You can check for errors if any are shown in the table data itself.
Click Finish to complete the setup.
You can access the set-up again by clicking on the edit button in the Bitrix24 CRM connector widget.
The set-up configurations can be edited if required, from the Manage connections section.