Which type of integration should I choose?

The type of integration is the choice of the CRM essence to which the client dialogs will be transferred. The selected CRM entity will be created the first time you contact the client, if the client does not already exist in the CRM.

The application provides different types of integration with the CRM system, according to the business logic of your company.

If you want to correspond in Bitrix24, you need to set up an Open Channel.

If you select Lids or Contacts + Deal, the correspondence will get to Bitrix24 after the operator closes the dialog in Chat2Desk.

Lids - Lids will be automatically created for new clients if you process requests in lids. The event will be triggered when the dialog is closed in the Chat2Desk interface.

Contact + Deal - Contact + Deal will be automatically created for new clients if you are processing requests in Deals. The event is triggered when a dialog is closed in the Chat2Desk interface.

Open Lines Lidogeneration - lines are created according to the Open Channel logic.

 

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