[Extension] How to integrate Bitrix24 with Blip

1. Introduction

2. Features

3. Prerequisites

4. Installation and configuration

5. Usage examples

6. Best practices

7. Support

Brief description: Automatically create leads, contacts, and companies in the Bitrix24 CRM from conversations with your chatbot in Blip, using the data collected during the interaction.

Introduction

The Bitrix24 extension connects your Blip chatbot to the Bitrix24 CRM. During a conversation, the flow sends the data provided by the contact (name, email, phone number, and other information) directly to Bitrix24 and creates a lead, contact, or company, without the team having to enter anything manually.

For example, when a customer provides their name, email, and phone number during a WhatsApp interaction, the flow creates a lead in Bitrix24 already filled in with this information. The extension is developed by Wiv and is available in the Blip Store.

Features

• Create leads in Bitrix24 with the data collected during the conversation.

• When creating a lead, automatically link a contact (when there is a phone number or email) and a company (when there is a company name).

• Create contacts in Bitrix24.

• Create companies in Bitrix24.

• Fill in the record fields with fixed values or Blip variables. The available fields vary according to the record type: email, phone number, website, and UTM parameters (source, medium, campaign, content, and term) apply to leads, contacts, and companies; name applies to leads and contacts; title applies to leads and companies; and company name, address, and city apply only to leads.

• Save the operation result in a flow return variable to handle success or errors in subsequent blocks.

Supported on the following channels: all channels available on the Blip platform.

Prerequisites

Before you begin, you need:

• Administrative access to your Bitrix24 account.

• Access to the bot in Blip where the extension will be used.

• Google Chrome, to install the Builder extension (see step 5).

Installation and configuration

Follow the steps below to activate the extension, connect your Bitrix24 account, and use the integration within a flow.

1. Activate the extension and install it on the bot

Activate the Bitrix24 extension in the Blip Store and install it on the service bot where you build the flow in the Builder. The extension will then appear among the bot's installed extensions.

2. Create the webhook in Bitrix24

Sign in to your Bitrix24 account and select the environment to be integrated.

In the side menu, go to Applications > Developer resources.

Select Other > Incoming webhook.

On the configuration screen, copy the first link displayed in the webhook field. This address connects Bitrix24 to the extension in Blip, so save it for step 4.

Attention: the webhook address functions as an access credential. Do not share this link publicly.

If you have questions about where to find this address, watch the video: 

3. Configure the webhook permissions

Still in the webhook configuration, enable the CRM (crm) permission and click Save. Without this permission, the extension cannot create leads, contacts, or companies in Bitrix24.

4. Connect Bitrix24 to Blip

In Blip, open the Bitrix24 extension in the bot where it was installed. In the Webhook Url (Inbound) field, paste the address copied from Bitrix24 and click Save. The connection to your CRM is now active.

5. Install the Builder extension in the browser

On the configuration screen, click Install extension. A new tab opens in the Chrome Web Store.

Click Use in Chrome or Add to Chrome and, when finished, return to Blip and refresh the page.

Note: each person who configures the extension's actions in the Builder must install this extension in their own browser.

6. Add the integration to the flow

Open the bot's Builder and click Add block > New integration.

Select the new block, open the actions area, and click Integration. Then configure the Bitrix24 action:

• Under Bitrix, choose the record type: Contact, Lead, or Company.

• Under Action, choose the operation (Create contact, Create lead, or Create company).

• Fill in the fields with fixed values or Blip variables.

• Under Result variable, enter the variable that will store the operation result.

7. Publish and test

Save the block and click Publish, represented by the rocket icon. Start a test conversation, follow the flow path that contains the integration, and check Bitrix24 to see whether the lead, contact, or company was created.

Also check the return variable configured in the block: it shows the operation result or details of any errors.

Usage examples

To fill a record with data provided by the contact during the conversation, use Blip variables in the action fields, for example:

• Name: {{contact.name}}

• Phone number: {{contact.phoneNumber}}

• Email: {{contact.email}}

You can also use variables created within the flow itself, such as {{lead.email}} or {{lead.cidade}}, as long as they have already been filled in before the integration block.

Best practices

• Test the integration first in a bot or staging environment.

• Use the return variable to monitor the result and handle errors in the flow.

• Confirm that the required Bitrix24 fields are being sent.

• Never expose the webhook in messages, public documents, or screenshots. If it is compromised, revoke it in Bitrix24 and generate a new one.

Support

If you have questions or difficulties with the configuration, contact Wiv support at support@wiv.com.br.

Need more help? Explore our content on Blip Academy or Blip Community, watch tutorials on our YouTube channel or get your questions answered through our support channel 😃