Bitrix24

The Bitrix24 integration connects BotHelp with your CRM and allows you to create and update leads and deals directly from flows, as well as communicate with customers from a Bitrix24 deal card. It helps automatically transfer requests from a chatbot to the sales team without manually copying customer data.

Features

• Create and update leads and deals from the Action step in the flow builder using the actions “Create deal in Bitrix24” and “Update  deal in Bitrix24”.
• The integration is also available in the AI-agent through the “Deal in Bitrix24” function. For more details, see the article “Deal in Bitrix24”.
• Support for two Bitrix24 CRM modes:
  • Classic CRM (with leads)
  • Simple CRM (without leads)
    The CRM mode is selected in the integration settings.
• Connect a Bitrix24 account using both a standard domain and a custom domain (on-premise version).
• Field mapping: Bitrix24 field → BotHelp subscriber field or variable. Funnels, stages, and fields are automatically loaded from Bitrix24.
• Two-way conversation transfer:
  • bot messages appear in the Bitrix24 deal card;
  • operator replies are sent back to the subscriber.
• Actions work across all supported messengers.

Connecting the integration

Before connecting the integration, make sure you have a registered Bitrix24 account.

Only the main Bitrix24 account administrator can connect the integration. Transferring main administrator rights to another agent is only available in paid Bitrix24 accounts.

1. Get the application code and application key

To connect the integration, you need to get:

• Application code (client_id)
• Application key (client_secret)

In your Bitrix24 account, open:

Applications → Developers in the sidebar menu.

2. Select the application type

In the opened menu, select Other.

Then select Local application.

3. Configure the local application

Set up the local application as follows:

• Select Server.
• In the fields Handler path and Initial installation path, enter:

https://main.bothelp.io/bitrix24/oauth

• Enable the checkbox Use only API.
• In Permissions settings, add:
  • CRM (crm)
  • Open Channels (imopenlines)
  • External messenger connectors (imconnector)
  • Chat and notifications (im)

Save the local application.

After saving, Bitrix24 will display the Application code (client_id) and Application key (client_secret).

Do not close this page — you will need these credentials to connect the integration.

4. Connect the integration in BotHelp

In your BotHelp account, open:

Settings → Integrations

You can also connect the integration directly from the settings of the Deal in Bitrix24 function.

5. Enter connection details

In the integration settings, enter:

• Bitrix24 account domain code
  (for the on-premise Bitrix24 version, enter the full domain)
• Application code (client_id)
• Application key (client_secret)
• CRM type:
  • Classic (with leads)
  • Simple

Click Connect integration.

Setting up conversation transfer

To enable conversation transfer between BotHelp and Bitrix24:

1. In Bitrix24 CRM, open the top menu.
2. Go to Customers → Contact Center.
3. Find BotHelp in the list of applications and connect it.

Congratulations! The integration is now configured. You can use it with a flow or an AI-agent.

Actions in flows

After connecting the integration, the following actions become available in the Action step of the flow builder:

• Create deal in Bitrix24
• Update deal in Bitrix24

The available actions depend on the selected CRM type.

Create deal in Bitrix24

1. Add an Action step to the required place in the flow.
2. Select Create deal in Bitrix24.
3. Select the funnel and stage where the deal will be created.
4. Set up field mapping:
   • for each Bitrix24 field, select a corresponding BotHelp subscriber field or variable.
5. If needed, enable the checkbox Transfer messages to Bitrix24 to send conversations to the deal card.
6. Save the action.

Update deal in Bitrix24

1. Add the Update deal in Bitrix24 action to the Action step.
2. Specify the funnel where the deal should be searched.
3. Select what should be updated:
   • fields only;
   • deal stage.
4. Configure field mapping or select a new stage.
5. Save the action.

Before launching the flow, we recommend testing the action using the Test button directly in the Action step. The result will show whether the request was completed successfully or display an error message from Bitrix24.

Use cases

🛒 Lead collection through a chatbot
A marketer collects requests through a chatbot. At the required step, the flow automatically creates a lead in Bitrix24, and the sales team immediately sees the new request.

🔁 Moving deals through the sales funnel
After a payment or consultation booking, the flow uses the Update in Bitrix24 action to move the deal to the next funnel stage.

💬 Customer communication from Bitrix24
An operator communicates with a customer directly from the Bitrix24 deal card. Messages are transferred in both directions.

The integration is also available in the AI-agent through the Deal in Bitrix24 function. For more details, see the article “Deal in Bitrix24”.

---

If you did not find the answer to your question, contact us via the chat inside your account, message us in Telegram BotHelpSupportBot, or email us at hello@bothelp.io.

Get 14 days of full access to BotHelp features for creating broadcasts, automated funnels, and chatbots.

Get 14 days for free

Sign up for BotHelp

Get 14 days of full access for free — enough to build your first bot and test it on real subscribers.

Create account