Bitrix24 CRM app goes public (ссылка на блог) on Zapier!
Connect Bitrix24 CRM to 4000+ popular web services and apps supported by the platform.
Installation & Setup
The app does not have a user interface in Bitrix24, but you need to install it from Bitrix24 Market to let your account connect with the Zapier platform.
No setup is required in Bitrix24. It all happens in Zapier.
Proceed with building the Zap as usual.
Triggers watch any 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 turn the Zap on it will do the steps automaticly until you decide to change something.
Actions come after triggers and actually do stuff.
It's a useful tool when you have 10 000s of records in your CRM, many custom fileds and values to pull
It keeps the step from hitting a Zapier's 30-second timeout for loading the fields and their values to configure the step.
Example: Creating a contact from JotFrom fillout
If we turned the Zap on, all the new form fill outs will create Contacts in Bitrix24 automaticly.
SearchSome of the examples are:
- Retrieving information from your Bitrix24 CRM to use it in another app
- ???When updating a CRM record using Zapier (to get the entity's ID)
- 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 measure can help us reduce any duplicate confusion and Zaps from burning without a useful outcome.
Q: Why are there two Zapier apps, one in the Marketplace and the other in Zapier? The versions
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.
Q: Just wondering why the fields derived from the app's trigger have a Res word in
front of them?
A: Res stands for Result. For example, Res ID = result ID.
Q: Why am I getting a 404 page in Zapier when trying to re-establish a connection with my
A: That happens when you're trying to use a deprecated version of a Bitrix24 CRM app in Zapier. Rebuild the step using publicly avaliable version of the app.
Q: I'm getting ERROR_OAUTH: Application not installed error after entering my Bitrix domain in
Zapier to establish a connection. Why is that?
A: Please install Zapier for CRM app from Bitrix24 Market.
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:???How to pass text into a comment (or any other multi-line input field) if I want each value on a
A: Use the HTML
<br> tags to establish the line breaks.
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: My on-premise version is not accessible from the internet. Is it possible to install the
A: This is a REST API-only app. There is not much to install locally, and access to the internet is necessary for the app to work.
Q: Why do the boolean yes/no values from Bitrix show in Zapier as 1/0?
A: This is how Bitrix passes the values of this field type to external systems.
Q: How do I know the deal stages' IDs for adding a deal to a specific stage when creating a deal
A: To get an ID of a specific stage, you can get it by inspecting the stage using your web browser in Statuses & Dropdows settings
Q:??? Can I link multiple contacts to a company when creating it using the app?
A: As of now, you can only link one contact to a company and vice versa via the Zapier app.