Integration with Bitirx24

Modified on Thu, 6 Jun at 12:19 PM


Note For integration with Bitrix24, the subscriber must meet the following conditions:

  1. The account rate in Bitrix24 must be active.
  2. The subscriber must have the Virtual PBX service connected.
  3. During the integration process, the subscriber must be authorized as an administrator in the Bitrix24 and KOMPaaS accounts.
  4. Choose CRM modeSimple CRM or Classic CRM.


 

To create the integration, follow the steps below:

Step 1. Installing the KOMPaaS PBX application

  1. Log in with the administrator's account on the Bitrix24 portal and go to the CRM >> Migrate from other CRM section. 

  2. Use the search to find and install the KOMPaaS PBX application, having first familiarized yourself with the license agreement and privacy policy. 

  3. After installing the application, you will need to enter the login and password of the administrator of the KOMPaaS personal account. 

Step 2. Setting up integration with KOMPaaS

  1. Log in to your personal account in the profile with administrator rights in KOMPaaS and go to the Integrations >> Marketplace tab.

  2. Click on the Bitrix 24 block. 

  3. Then click the Create integration button. 

  4. In the Create new integration modal window, insert your Bitrix24 domain in the format — “https://your-subdomain.bitrix24.ru.

     

  5. Click the Save button. 

    Note:
    If all actions were performed correctly and you are authorized in the specified Bitrix24 account as an administrator, then all data from your CRM system will automatically be pulled into this integration on the KOMPaaS service.

 

Step 3. Setting up redirection to a personal manager in the virtual PBX interface

  1. In the KOMPaaS Personal Account, go to the Virtual PBX >> Call scenarios section.

  2. Add the Bitrix24 element to the call scenario. See more in Call scenarios.

  3. Next, it is necessary to correctly establish connections between elements in the scenario. 

  4. Set up Waiting time. For example, if the manager is unavailable after 20 seconds, the call will be directed to the general queue.
     

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