We do not use Lead, how to create Deal?

The Bitrix24 system is built in such a way that you cannot do without Lead. Even if you do not work with Lead, but only with Deal, then "under the hood" you still work with Lead, which is hidden from you. That is why, in order to work properly, our plugin works exclusively with Lead. And in order to work with Deal, you only need a small setting at the Bitrix24 level.

Auto conversion of LEAD into a Deal.

To convert a LEAD into a Deal, you need to create a simple robot. The algorithm is this:

1. Create a field that will serve as an indicator that this Lead needs to be converted into a Deal. For example, it can be the "Order number" field or the "Source" field, where your site is listed (1).

2. We create a new robot that will work Immediately (1) if the Lead has our conversion indicator (2), and will create a Deal and Contact* (3) in the desired funnel (4).

3. Create a new Lead through the site, for example, by filling out a form or placing an order, and check how our setting works.

Contact* - The Contact will be created only if it is not found when creating the Lead. If you previously had this Contact in the CRM, it will be found and attached to the Lead (a duplicate of the Contact will not be created).

Video tutorial: https://youtu.be/mACtqEEAq-I?t=359

If you have a CRM without Lead, then you do not need to do this, Bitrix24 itself converts all Lead into Deal.