{"id":8726,"date":"2021-06-09T20:10:04","date_gmt":"2021-06-09T13:10:04","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8726"},"modified":"2021-07-06T14:50:04","modified_gmt":"2021-07-06T07:50:04","slug":"crm-trinh-kich-hoat-tu-dong-crm","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-trinh-kich-hoat-tu-dong-crm\/","title":{"rendered":"[CRM] Trigger CRM"},"content":{"rendered":"<div class=\"bx-help-post-text-block js-help-post-text-block\">\n<div><br \/><iframe loading=\"lazy\" title=\"Free CRM - triggers in Bitrix24 CRM\" src=\"https:\/\/www.youtube.com\/embed\/allS9dllRFs?feature=oembed&amp;rel=0\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<div class=\"helpdesk-article-hint\">\u00a0<\/div>\n<\/div>\n<p>Tr\u00ecnh k\u00edch ho\u1ea1t \u2013 h\u00e0nh \u0111\u1ed9ng ph\u00eda kh\u00e1ch h\u00e0ng s\u1ebd \u0111\u01b0a qu\u00e1 tr\u00ecnh x\u1eed l\u00fd tr\u1ea1ng th\u00e1i v\u00e0o chuy\u1ec3n \u0111\u1ed9ng. Khi tr\u00ecnh k\u00edch ho\u1ea1t b\u1eaft \u0111\u1ea7u, b\u1ea3n ghi CRM s\u1ebd \u0111\u01b0\u1ee3c \u0111\u01b0a \u0111\u1ebfn tr\u1ea1ng th\u00e1i b\u1eaft bu\u1ed9c, do \u0111\u00f3 s\u1ebd k\u00edch ho\u1ea1t c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a th\u00edch h\u1ee3p.<\/p>\n<p>Tr\u00ecnh k\u00edch ho\u1ea1t kh\u00f4ng t\u00f4n tr\u1ecdng c\u00e1c tr\u1ea1ng th\u00e1i tr\u01b0\u1edbc \u0111\u00f3 m\u00e0 b\u1ea3n ghi CRM c\u00f3 th\u1ec3 \u0111\u00e3 \u1edf trong \u0111\u00f3. Di chuy\u1ec3n B\u1ea3n ghi CRM \u1edf tr\u1ea1ng th\u00e1i cao h\u01a1n s\u1ebd kh\u00f4ng k\u00edch ho\u1ea1t c\u00e1c tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c g\u1eafn v\u1edbi c\u00e1c tr\u1ea1ng th\u00e1i th\u1ea5p h\u01a1n ngay c\u1ea3 khi ch\u00fang ch\u01b0a bao gi\u1edd \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t cho b\u1ea3n ghi CRM hi\u1ec7n t\u1ea1i.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/318\/crmautomation2.png\" alt=\"crmautomation2.png\" title=\"\"><\/p>\n<p>Hi\u1ec7n c\u00f3 c\u00e1c tr\u00ecnh k\u00edch ho\u1ea1t sau:<\/p>\n<ul>\n<li><strong> Thay \u0111\u1ed5i ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m \u0111\u01b0\u1ee3c thay \u0111\u1ed5i.<\/li>\n<li><strong> Thay \u0111\u1ed5i l\u0129nh v\u1ef1c <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi tr\u01b0\u1eddng \u0111\u00e3 ch\u1ecdn \u0111\u01b0\u1ee3c thay \u0111\u1ed5i. B\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn m\u1ed9t s\u1ed1 tr\u01b0\u1eddng cho tr\u00ecnh k\u00edch ho\u1ea1t n\u00e0y.<\/li>\n<li><strong> Email \u0111\u1ebfn <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi c\u00f3 email \u0111\u1ebfn t\u1eeb kh\u00e1ch h\u00e0ng.<\/li>\n<li><strong> Th\u00f4ng b\u00e1o \u0111\u00e3 \u0111\u01b0\u1ee3c g\u1eedi <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi b\u1ea1n g\u1eedi tin nh\u1eafn cho kh\u00e1ch h\u00e0ng.<\/li>\n<li><strong> \u0110\u00e3 xem email <\/strong> \u2013 kh\u00e1ch h\u00e0ng \u0111\u00e3 xem email \u0111\u01b0\u1ee3c g\u1eedi t\u1eeb bi\u1ec3u m\u1eabu CRM ho\u1eb7c email \u0111\u00e3 g\u1eedi s\u1eed d\u1ee5ng quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u201cG\u1eedi email\u201d.<\/li>\n<li><strong> \u0110\u00e3 nh\u1ea5p v\u00e0o li\u00ean k\u1ebft email <\/strong> \u2013 kh\u00e1ch h\u00e0ng \u0111\u00e3 nh\u1ea5p v\u00e0o li\u00ean k\u1ebft trong email. B\u1ea1n c\u1ea7n th\u00eam li\u00ean k\u1ebft n\u00e0y khi t\u1ea1o tr\u00ecnh k\u00edch ho\u1ea1t.<\/li>\n<li><strong> Cu\u1ed9c g\u1ecdi \u0111\u1ebfn <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi c\u00f3 cu\u1ed9c g\u1ecdi \u0111\u1ebfn t\u1eeb kh\u00e1ch h\u00e0ng (ho\u1ea1t \u0111\u1ed9ng v\u1edbi m\u1ecdi lo\u1ea1i k\u1ebft n\u1ed1i \u0111i\u1ec7n tho\u1ea1i).<\/li>\n<li><strong> Cu\u1ed9c g\u1ecdi nh\u1ee1 <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi c\u00f3 cu\u1ed9c g\u1ecdi nh\u1ee1 t\u1eeb kh\u00e1ch h\u00e0ng (ho\u1ea1t \u0111\u1ed9ng cho b\u1ea5t k\u1ef3 lo\u1ea1i k\u1ebft n\u1ed1i \u0111i\u1ec7n tho\u1ea1i n\u00e0o).<\/li>\n<li><strong> G\u1eedi bi\u1ec3u m\u1eabu CRM <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi kh\u00e1ch h\u00e0ng \u0111\u00e3 \u0111i\u1ec1n v\u00e0o bi\u1ec3u m\u1eabu web CRM tr\u00ean trang web c\u1ee7a b\u1ea1n.<\/li>\n<li><strong> G\u1ecdi l\u1ea1i <\/strong> \u2013 b\u1ea1n c\u00f3 th\u1ec3 theo d\u00f5i khi n\u00e0o kh\u00e1ch h\u00e0ng \u0111\u00e3 \u0111i\u1ec1n v\u00e0o bi\u1ec3u m\u1eabu g\u1ecdi l\u1ea1i \u0111\u00e3 ch\u1ecdn.<\/li>\n<li><strong> Thanh to\u00e1n h\u00f3a \u0111\u01a1n <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi h\u00f3a \u0111\u01a1n li\u00ean quan \u0111\u1ebfn giao d\u1ecbch \u0111\u01b0\u1ee3c thanh to\u00e1n theo c\u00e1ch th\u1ee7 c\u00f4ng.<\/li>\n<li><strong> Thanh to\u00e1n \u0111\u01a1n h\u00e0ng <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi \u0111\u01a1n \u0111\u1eb7t h\u00e0ng r\u00e0ng bu\u1ed9c v\u1edbi th\u1ecfa thu\u1eadn \u0111\u00e3 \u0111\u01b0\u1ee3c thanh to\u00e1n.<\/li>\n<li><strong> Webhook <\/strong> (th\u00eam v\u1ec1 webhooks <a href=\"http:\/\/www.bitrix24.com\/about\/blogs \/updates\/fast-bitrix24-integration-webhook-street-magic.php\" rel=\"nofollow noopener\" target=\"_blank\"> t\u1ea1i \u0111\u00e2y <\/a>)<\/li>\n<li><strong> Kh\u00e1ch truy c\u1eadp tr\u1edf l\u1ea1i <\/strong> \u2013 n\u1ebfu kh\u00e1ch h\u00e0ng \u0111\u00e3 \u0111\u01b0\u1ee3c t\u1ea1o th\u00f4ng qua bi\u1ec3u m\u1eabu web CRM ho\u1eb7c bi\u1ec3u m\u1eabu g\u1ecdi l\u1ea1i t\u1eeb trang web c\u1ee7a b\u1ea1n, h\u1ec7 th\u1ed1ng s\u1ebd theo d\u00f5i khi c\u00f9ng m\u1ed9t ng\u01b0\u1eddi d\u00f9ng truy c\u1eadp l\u1ea1i trang web v\u00e0 k\u00edch ho\u1ea1t h\u00e0nh \u0111\u1ed9ng.<\/li>\n<li><strong> Tin nh\u1eafn ban \u0111\u1ea7u \u0111\u01b0\u1ee3c kh\u00e1ch h\u00e0ng \u0111\u0103ng l\u00ean cu\u1ed9c tr\u00f2 chuy\u1ec7n tr\u1ef1c ti\u1ebfp <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi kh\u00e1ch h\u00e0ng g\u1eedi tin nh\u1eafn ban \u0111\u1ea7u \u0111\u1ebfn k\u00eanh t\u01b0\u01a1ng t\u00e1c \u0111ang m\u1edf \u0111\u00e3 ch\u1ecdn.<\/li>\n<li><strong> M\u1ed7i tin nh\u1eafn \u0111\u01b0\u1ee3c \u0111\u0103ng b\u1edfi kh\u00e1ch h\u00e0ng \u0111\u1ec3 tr\u00f2 chuy\u1ec7n tr\u1ef1c ti\u1ebfp <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi kh\u00e1ch h\u00e0ng g\u1eedi b\u1ea5t k\u1ef3 tin nh\u1eafn n\u00e0o \u0111\u1ebfn k\u00eanh \u0111ang m\u1edf \u0111\u00e3 ch\u1ecdn.<\/li>\n<li><strong> \u0110\u00e3 \u0111\u1eb7t tr\u01b0\u1edbc t\u00e0i nguy\u00ean <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi c\u00f3 t\u00e0i nguy\u00ean \u0111\u01b0\u1ee3c \u0111\u1eb7t tr\u01b0\u1edbc.<\/li>\n<li><strong> \u0110\u00e3 t\u1ea1o t\u00e0i li\u1ec7u <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi c\u00f3 t\u00e0i li\u1ec7u m\u1edbi \u0111\u01b0\u1ee3c t\u1ea1o trong th\u1ebb giao d\u1ecbch ho\u1eb7c th\u1ebb kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/li>\n<li><strong> \u0110\u00e3 m\u1edf t\u00e0i li\u1ec7u <\/strong> \u2013 tr\u00ecnh k\u00edch ho\u1ea1t \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t n\u1ebfu t\u00e0i li\u1ec7u \u0111\u01b0\u1ee3c t\u1ea1o trong th\u1ebb b\u1ea3n ghi CRM \u0111\u00e3 \u0111\u01b0\u1ee3c xem.<\/li>\n<li><strong> Tr\u00ecnh k\u00edch ho\u1ea1t \u1ee9ng d\u1ee5ng <\/strong> \u2013 b\u1ea1n c\u00f3 th\u1ec3 s\u1eed d\u1ee5ng c\u00e1c \u1ee9ng d\u1ee5ng Marketplace \u0111\u1ec3 t\u1ea1o tr\u00ecnh k\u00edch ho\u1ea1t.<\/li>\n<\/ul>\n<h2 id=\"C\u00e1ch_ho\u1ea1t_\u0111\u1ed9ng\">C\u00e1ch ho\u1ea1t \u0111\u1ed9ng<\/h2>\n<p>\u0110\u1ea7u ti\u00ean, b\u1ea1n th\u00eam tr\u00ecnh k\u00edch ho\u1ea1t \u1edf giai \u0111o\u1ea1n c\u1ee5 th\u1ec3 (tr\u1ea1ng th\u00e1i) v\u00e0 \u0111\u1eb7t \u0111i\u1ec1u g\u00ec s\u1ebd x\u1ea3y ra \u0111\u1ec3 tr\u00ecnh k\u00edch ho\u1ea1t ph\u1ea3n \u1ee9ng.<\/p>\n<p>V\u00ed d\u1ee5: khi b\u1ea1n nh\u1eadn \u0111\u01b0\u1ee3c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u1edbi, m\u1ee5c ti\u00eau c\u1ee7a nh\u00e2n vi\u00ean b\u00e1n h\u00e0ng c\u1ee7a b\u1ea1n l\u00e0 l\u00e0m cho kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng n\u00e0y \u0111\u0103ng k\u00fd s\u1ef1 ki\u1ec7n (m\u1eabu web CRM \u0111\u01b0\u1ee3c t\u1ea1o cho s\u1ef1 ki\u1ec7n n\u00e0y). Ngay sau khi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng xu\u1ea5t hi\u1ec7n trong CRM c\u1ee7a b\u1ea1n, c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u00e3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh s\u1ebd di chuy\u1ec3n kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng n\u00e0y gi\u1eefa c\u00e1c tr\u1ea1ng th\u00e1i trong k\u00eanh b\u00e1n h\u00e0ng. C\u00f3 th\u1ec3 x\u1ea3y ra tr\u01b0\u1eddng h\u1ee3p kh\u00e1ch h\u00e0ng \u0111i\u1ec1n v\u00e0o bi\u1ec3u m\u1eabu web CRM s\u1ef1 ki\u1ec7n \u1edf tr\u1ea1ng th\u00e1i \u0111\u1ea7u ti\u00ean trong ph\u1ec5u b\u00e1n h\u00e0ng. Sau \u0111\u00f3 l\u00e0 g\u00ec? Trong tr\u01b0\u1eddng h\u1ee3p n\u00e0y, c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a s\u1ebd \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng \u1edf c\u00e1c tr\u1ea1ng th\u00e1i ti\u1ebfp theo s\u1ebd tr\u1edf n\u00ean qu\u00e1 m\u1ee9c v\u00ec m\u1ee5c ti\u00eau c\u1ee7a b\u1ea1n l\u00e0 bi\u1ec3u m\u1eabu web CRM s\u1ef1 ki\u1ec7n \u0111\u00e3 \u0111i\u1ec1n. \u0110\u00e2y l\u00e0 l\u00fac b\u1ea1n c\u1ea7n \u0111\u1ebfn c\u00e1c b\u1ed9 k\u00edch ho\u1ea1t. B\u1ea1n c\u00f3 th\u1ec3 th\u00eam trigger = \u201cG\u1eedi bi\u1ec3u m\u1eabu CRM\u201d cho tr\u1ea1ng th\u00e1i cu\u1ed1i c\u00f9ng c\u1ee7a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng. Ngay sau khi kh\u00e1ch h\u00e0ng \u0111i\u1ec1n v\u00e0o bi\u1ec3u m\u1eabu CRM s\u1ef1 ki\u1ec7n, tr\u00ecnh k\u00edch ho\u1ea1t s\u1ebd ph\u1ea3n \u1ee9ng v\u00e0 chuy\u1ec3n kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u1ee7a b\u1ea1n \u0111\u1ebfn tr\u1ea1ng th\u00e1i cu\u1ed1i c\u00f9ng. Trong tr\u01b0\u1eddng h\u1ee3p n\u00e0y, c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a cho \u201cgi\u1eefa c\u00e1c tr\u1ea1ng th\u00e1i\u201d s\u1ebd kh\u00f4ng \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t.<\/p>\n<p>D\u1ec5 d\u00e0ng t\u1ef1 \u0111\u1ed9ng h\u00f3a quy tr\u00ecnh b\u00e1n h\u00e0ng c\u1ee7a b\u1ea1n v\u1edbi Bitrix24 CRM!<\/p>\n<p>Xin l\u01b0u \u00fd r\u1eb1ng <strong> Ch\u1ec9nh s\u1eeda trong tr\u00ecnh thi\u1ebft k\u1ebf quy tr\u00ecnh l\u00e0m vi\u1ec7c <\/strong>cho c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a ch\u1ec9 d\u00e0nh cho ng\u01b0\u1eddi \u0111\u0103ng k\u00fd g\u00f3i Ti\u00eau chu\u1ea9n (Standard) v\u00e0 Chuy\u00ean nghi\u1ec7p (Professional) c\u1ee7a Bitrix24.<\/p>\n<p>C\u00e1c quy t\u1eafc v\u00e0 tr\u00ecnh k\u00edch ho\u1ea1t t\u1ef1 \u0111\u1ed9ng h\u00f3a trong CRM c\u00f3 s\u1eb5n cho <strong> CRM +, Standard <\/strong> v\u00e0<strong>\u00a0Professional <\/strong>. Ng\u01b0\u1eddi \u0111\u0103ng k\u00fd g\u00f3i <strong> Mi\u1ec5n ph\u00ed <\/strong>, <strong> Start + <\/strong> v\u00e0 <strong> Project + <\/strong> kh\u00f4ng th\u1ec3 s\u1eed d\u1ee5ng c\u00e1c quy t\u1eafc\/tr\u00ecnh k\u00edch ho\u1ea1t t\u1ef1 \u0111\u1ed9ng h\u00f3a trong Bitrix24 CRM.<\/p>\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0 Tr\u00ecnh k\u00edch ho\u1ea1t \u2013 h\u00e0nh \u0111\u1ed9ng ph\u00eda kh\u00e1ch h\u00e0ng s\u1ebd \u0111\u01b0a qu\u00e1 tr\u00ecnh x\u1eed l\u00fd tr\u1ea1ng th\u00e1i v\u00e0o chuy\u1ec3n \u0111\u1ed9ng. Khi tr\u00ecnh k\u00edch ho\u1ea1t b\u1eaft \u0111\u1ea7u, b\u1ea3n ghi CRM s\u1ebd \u0111\u01b0\u1ee3c \u0111\u01b0a \u0111\u1ebfn tr\u1ea1ng th\u00e1i b\u1eaft bu\u1ed9c, do \u0111\u00f3 s\u1ebd k\u00edch ho\u1ea1t c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a th\u00edch h\u1ee3p. Tr\u00ecnh k\u00edch ho\u1ea1t kh\u00f4ng [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8726","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8726","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8726"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8726\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8726"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8726"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}