Bitrix24 integration: AI bot leads and data sync with your CRM

A Bitrix24 integration is needed by companies whose deals and tasks already live in Bitrix24 while AI bots talk to clients first. Without the connection, requests from chats and calls stay in one system while managers work in another. Some clients get lost in manual copying, and evening messages wait until morning.

The “Bitrix24” wizard in the AI chatbot is a ready set of settings: the bot creates a lead in the account's CRM when the keywords come up in the chat. Then the data goes to Bitrix24 through the two-way integration, and the guide to it opens from the same wizard. Watch the two-minute video, and below you will find step-by-step setup.

Why your business needs an AI bot together with Bitrix24

• A salon or clinic: the chatbot answers in Telegram and the website chat in the evening, and by morning the booked client is waiting for the administrator as a lead with a phone number and the chat history.
• Field services: the bot clarifies the address and a convenient time, and the lead lands on the right funnel stage and is assigned to a manager right away.
• B2B sales: the voice bot qualifies inbound calls and writes the outcome to the card, and the manager gets only qualified clients.
• The head of sales: requests from all channels gather in one place and don't get lost between systems.

How the Bitrix24 integration works

The connection has two parts:

• Bot → the account's CRM. The wizard creates a “Create / update lead” target action. When a keyword comes up in the chat, the bot creates a lead at the selected funnel stage with the phone number, the stage date and the chat in a comment. Target actions are covered in “Chatbot CRM integration”.
• The account's CRM → Bitrix24. The two-way integration is the data exchange between the account's CRM and Bitrix24. It is set up by a guide: the “Set up integration” button on the wizard's third step opens it in a new tab.

The voice bot follows the same pattern. It writes call results — the stage, fields, summary — to the account's CRM through the “Writing to CRM” tab (AI voice bot CRM integration). The “Bitrix24” item in the voice bot's “Select integration” window opens a video guide to the exchange.

How to connect a chatbot to Bitrix24

1. 1
   Open the wizard

   “AI chat bot” → the gear in the bot's row → “Edit” → “Integrations” → “Add integration” → “Bitrix24”.
2. 2
   Decide when to create a lead

   The “Action name” is “Create / update lead in …” with your account's name by default. In “Keywords”, enter phrases after which a lead is needed, such as the bot's goodbye or “I've booked you”. Set “Where to listen” to “In bot replies” and “Repeat frequency” to “Always”.
3. 3
   Authorize

   Click “Authorize”. The CRM login is usually filled in automatically; if the “Login” and “Password” fields are visible, enter your account email and password.
4. 4
   Choose the stage and the owner

   Set the “Funnel stage” for the new lead. Turn on “Change lead owner” and pick an employee if a specific manager handles these leads. Click “Next” — the wizard creates the target action.
5. 5
   Set up the exchange with Bitrix24

   On the third step, click “Set up integration” and follow the guide.
6. 6
   Save the bot

   Click “Save changes”. Check with a test chat that the lead appeared in the account's CRM and then in Bitrix24.

Bitrix24 two-way integration: where to start

The exchange with Bitrix24 is not set up in the bot card — the account only opens the guide. So go step by step: first make sure the lead from the chat appears in the account's CRM, and only then connect Bitrix24. This way you see at once where the data gets lost: in the bot or in the exchange.

The exchange itself is set up on a separate page: you create an inbound and an outbound webhook in Bitrix24, then match pipelines, stages and fields in both directions. How to do it, what goes each way and what to do about the 502 error is covered in the article bitrix24 two-way sync.

Choose keywords based on real chats. A lead is useful when the bot already has the client's phone number and the request is clear. If there is no phone number yet, the action repeats on the next message and updates the same lead.

How to send CRM leads to Bitrix24 without a bot

Requests from the website, callbacks and email land in the account's CRM first. To send them to Bitrix24 with your own handler, connect a CRM webhook: “Help” → “Set webhook”. On every lead change, the account sends its data to your address, and a developer or an automation service passes it on to Bitrix24. In the opposite direction, from your system to the CRM, use create CRM leads via API.

Read also: Bitrix24 two-way sync, amoCRM integration, Chatbot CRM integration, CRM webhook