Connect Bitrix24 CRM to 5000+ popular web services and apps supported by the platform.
Installation & Setup
Prerequisites
The app requires no setup in Bitrix24 as it all happens in Zapier.
Establishing the connection
You're now all set to proceed with building the Zaps.
Getting started
The main components of the Zaps are triggers and actions.
You probably already have a plan as to which app and what event will launch your Zap and the subsequent actions that would follow. We provided a few pre-built templates
to integrate Bitrix24 with services such as Gmail, Slack, Mailchimp, and other popular apps to get you started.
You will also find a few detailed use-case examples in the sections below:
Triggers
Triggers watch for changes made in a particular app and initiate the launch of the subsequent actions in the Zap.
Example: Get Slack channel notifications for new Leads in Bitrix24
If you now turn the Zap on, it will go through the procedure automatically anytime a new lead is created in your Bitrix24.
Actions
Actions come after triggers, and they actually do stuff.
Example: Creating contacts from JotFrom submissions
If we turn the Zap on, all the new form fill-outs will create Contacts in Bitrix24 automatically.
Search
- Retrieving information from your Bitrix24 CRM to use it in another app
- Duplicate control. The search action allows you to search for existing CRM records before proceeding with adding a new one
Example: Adding duplicate control to the previous example
Let's say the same person has filled out the form twice. In that case, you will not want an additional contact to create in your Bitrix24. We'll add two more steps to the previous example to make our Zap yet more specific and useful.
Such simple measures can help us reduce any duplicate-related confusion and save a good deal of our Zaps.
FAQ
General
Q: Why are there two Zapier apps, one in the Marketplace and the other in Zapier? The versions are different.
A: These are indeed two separate apps that work together. The Zapier for CRM app from the Marketplace allows to accessing Bitrix API, while the one in Zapier interacts with it. We recommend using the latest version of the connector to make the most out of the integration.
Q: Is it possible to connect two separate Bitrix24 accounts via Zapier?
A: Yes, you can have multiple Bitrix24 connections at a time and build Zaps connecting different Bitrix24 accounts.
To add a connection in Zapier go to My apps > Custom integrations > Bitrix24 CRM connector > Add connection
Q: I do like your app, but what if I want to submit feature ideas? How can I do that?
A: You're welcome to
reach our Bitrix24 support to pass your feedback and ideas.
Technical
Q: Why am I getting a 404 page in Zapier when trying to re-establish a connection with my Bitrix24 account?
A: That happens when you're trying to use a deprecated version of a Bitrix24 CRM app in Zapier. Rebuild the step using a publicly available version of the app.
Q: I'm getting ERROR_OAUTH: Application not installed error after entering my Bitrix24 URL to establish a connection in Zapier. Why is that?
A: For Zapier to connect to your Bitrix24 account, you need to have Zapier for CRM app installed from Bitrix24 Market. No additional setup will be required.
We advise to check whether your app's configuration might differ from the recommended one, please make sure that:
- No ending slash was used in the URL while authorizing. The same applies to using https:// URLs instead of http:// ones;
- Your current version of Zapier for CRM is the latest one. If you are not certain about it, we recommend to uninstall the app with its settings and reinstall the latest version from the Marketplace.
- The issue might also be caused due to multiple authentication profiles, for some of the access tokens could have expired. If you suggest that might be the reason, feel free to reach out to Bitrix24 Integrations support.
Q: How do I find a record by its ID? I do not seem to get the option under the Field name tab.
A: If you need to find an entity by its ID,
use the custom input option.
Q: Is there duplicate control when adding new entries via Zapier?
A: There is no automatic duplicate control when adding new records using our API. You need to establish the check yourself. The integration app offers the Search action that can help you identify existing records and, therefore, not create duplicates.
Q: We operate our on-premise instance on a closed network. Is it possible to install and use the app locally?
A: This is a REST API-only app, and it requires access to and from the internet for it to work.
Q: How do I know the deal stages' IDs for adding a deal to a specific stage when creating a deal using the app?
A: To get an ID of a specific stage, you can get it by inspecting the stage
using your web browser
in Statuses & Dropdowns settings