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Integrations Advanced 10 min read

Bitrix24 CRM Integration

Create and manage leads, deals and contacts directly in your Bitrix24 account.

Overview

The Bitrix24 CRM integration allows your agent to create and manage leads, deals, and contacts directly in your Bitrix24 account. This enables your AI assistant to perform CRM operations without human intervention, streamlining your sales process and customer management.

App creation on Bitrix24

  1. Log in as an administrator and fill in the Registration of technology partnership form at vendors.bitrix24.com/technology-partnership/
Registration form
  1. Go to vendors.bitrix24.com/app/ and select My Applications
My Applications
  1. Click Add Application
  2. In Choose an area click Worldwide
  3. In the Application block click + create, in the Application version 1 block
Create blockVersion block
  1. Pick Use Rest API and set Application URL to https://app.mychatbot.app/integration?integration=Bitrix
Required info
  1. Click Save to create your application
  2. Click Test (top-right of the Application version 1 block) to get Client ID and Client Secret
Install/test
  1. Paste your Domain in Test Bitrix24 address and click Install, you'll be redirected to the install page in our CRM
  2. Check all checkboxes and click Install; the app will be installed
Install in CRM

Creating integration on MyChatBot

  1. Navigate to the Integrations tab in your dashboard
  2. Select the agent you want to connect to Bitrix24
Select agent
  1. Scroll down to find Bitrix24 CRM in the integrations list
  2. Click Connect
  3. Provide Domain (e.g. your-company.bitrix24.eu), Client ID and Client Secret from your Bitrix24 app
Pass credentials
  1. Click Submit to save your integration

Entities & data fields configuration

After connecting, configure which entities and fields your agent can access:

Entity config

Toggle Use Leads and Use Deals. For each entity select standard Bitrix24 fields and any custom fields, then click Apply fields. Use Sync statuses to sync funnel statuses.

Entity types: Leads, Deals, Contacts. Field types: Standard (under "Standard fields for Leads/Deals") and Custom (under "Other custom fields"/"Most used custom fields"). Special fields: Status (values like "New", "In Progress", "Qualified", "Disqualified"; must match Bitrix24; updated via Sync statuses), Source (auto-set to "AI-" + assistant name), Chat Link (auto-added; stored in both the Comments field and a dedicated Chat Link field). Pipelines: select the pipeline in the dashboard; the agent uses it when creating deals.

Available tools

After connecting, your agent gets four tools:

1. create_crm_lead, creates leads (full_name required, phone, Status, custom fields). Contact auto-created/found by phone, lead linked, chat link added, source identifies the AI.

2. edit_crm_lead, updates existing leads (auto-uses the client's lead; Status, custom fields).

3. create_crm_deal, creates deals (full_name required, phone required, optional products, custom fields). Contact auto-created, deal linked, products added, chat link added, deal placed in your selected pipeline.

4. add_crm_client_contact, creates/updates contacts (full_name required, phone required). Updates an existing lead and the MyChatBot client info.

Configuration in agent instructions

Creating leads or deals:

When a customer expresses interest in our services, use create_crm_lead in Bitrix24 with the following information:
- Use their name as the lead title
- Set status to "New"
- Include their phone number
- Add any product details to the comments field

Updating status:

When a customer completes a payment:
1. Use edit_crm_lead to update the deal stage to "Closed Won"
2. Update the deal amount to match the final purchase value
3. Add payment details to the comments field