Bitrix24 Integration
Connect your Bitrix24 CRM for two-way data synchronization
Bitrix24 integration enables two-way synchronization of contacts, leads, deals, and organizational structure.
What Syncs
| Data Type | Direction | Description |
|---|---|---|
| Departments | Bitrix24 → Astervis | Organizational structure |
| Employees | Bitrix24 → Astervis | Staff with phone extensions |
| Contacts | Bitrix24 → Astervis | Customer contact records |
| Companies | Bitrix24 → Astervis | Organization records |
| Leads | Bitrix24 → Astervis | Sales opportunities |
| Deals | Bitrix24 → Astervis | Active sales transactions |
| Statuses | Bitrix24 → Astervis | Lead/deal stage definitions |
| Categories | Bitrix24 → Astervis | Deal pipeline categories |
Setting Up
Get Bitrix24 Webhook URL
- Log into your Bitrix24 account
- Go to Applications → Webhooks
- Click Add Inbound Webhook
- Select required permissions:
- CRM (leads, deals, contacts, companies)
- Users (employees, departments)
- Copy the generated webhook URL
Configure in Astervis
- Go to Settings → Integrations → Bitrix24
- Enter your Webhook URL
- Enter your Application Token
- Click Verify to test the connection
- Click Save
Initial Data Sync
After connecting, sync your existing data:
- Go to Integrations → Bitrix24 → Sync
- Select data types to sync
- For leads/deals, choose a date range
- Click Start Sync
Initial sync may take several minutes depending on data volume. Progress is shown in real-time.
Syncing Data
Departments & Employees
Sync organizational structure first:
- Click Sync Departments
- Wait for completion
- Click Sync Employees
This maps Bitrix24 departments to Astervis positions and imports staff members.
Contacts & Companies
Import customer data:
- Click Sync Contacts
- Select date range (or sync all)
- Click Start
Repeat for companies.
Leads & Deals
Import sales data:
- Click Sync Leads or Sync Deals
- Select Start Date and End Date
- Click Start
Large date ranges may take longer. Start with recent data first.
Real-Time Updates
Webhook Notifications
Configure Bitrix24 to send updates to Astervis:
- In Astervis, go to Settings → Integrations → Bitrix24
- Copy the Webhook URL shown
- In Bitrix24, create an Outbound Webhook
- Paste the Astervis webhook URL
- Select events to track (lead created, deal updated, etc.)
Now changes in Bitrix24 automatically sync to Astervis.
Synced Data Details
Contact Fields
| Field | Description |
|---|---|
| Name | First and last name |
| Phone | All phone numbers |
| All email addresses | |
| Company | Associated organization |
| Position | Job title |
| Source | How contact was acquired |
Deal Fields
| Field | Description |
|---|---|
| Title | Deal name |
| Stage | Current pipeline stage |
| Value | Deal amount and currency |
| Probability | Win likelihood % |
| Contact | Associated contact |
| Company | Associated organization |
Lead Fields
| Field | Description |
|---|---|
| Title | Lead name |
| Status | Current lead status |
| Value | Potential opportunity |
| Source | Lead source |
| Contact Info | Name, phone, email |
Using Synced Data
In Reports
Once synced, Bitrix24 data appears in reports:
- Leads by Source — Where leads come from
- Deals Funnel — Pipeline stage analysis
- Revenue by User — Sales performance
In Dashboard
Add widgets showing:
- Total leads this period
- Deal conversion rates
- Revenue trends
Call Association
When calls come in, Astervis can match caller ID to:
- Existing contacts
- Associated leads/deals
- Company records
This provides context before answering.
Sync Status
Monitor sync jobs:
- Go to Settings → Integrations → Bitrix24
- View Sync History
- Check status: Pending, Running, Completed, Failed
Failed syncs show error details and can be retried.
Troubleshooting
Connection Failed
- Verify webhook URL is correct
- Check application token
- Ensure Bitrix24 permissions are set
Sync Taking Too Long
- Use smaller date ranges
- Sync during off-peak hours
- Check your Bitrix24 API limits
Missing Data
- Verify permissions include required data types
- Check that data exists in Bitrix24
- Re-run sync for affected date range
Best Practices
- Sync departments first — Before employees
- Use date ranges — For large datasets
- Set up webhooks — For real-time updates
- Monitor regularly — Check sync status weekly
- Keep credentials secure — Don't share webhook URLs