Bitrix24 CRM
The integration creates a Bitrix24 lead or deal when a customer sends a new message to EasyChat. Later messages update the same CRM record instead of creating duplicates.
The EasyChat homepage shows Bitrix24 as an integration tile beside the other channels. The tile links directly to the full feature overview.
Before you start
- EasyChat administrator access;
- access to Bitrix24 settings;
- a Bitrix24 inbound webhook with CRM-only permissions;
- a working EasyChat cron runner.
Connect Bitrix24
Only an EasyChat administrator can configure CRM. The CRM item is in the main menu and opens without a full admin-page reload.
- Create an inbound webhook in Bitrix24 and grant only the required CRM scope.
- In EasyChat, open CRM → Bitrix24.
- Paste the webhook URL.
- Choose whether EasyChat creates a lead or a deal.
- Optionally enter the responsible user ID. Keep
0to let Bitrix24 apply its own assignment rules. - Select Save, then Test connection.
- Enable Send conversations to CRM.
The switch sits to the right of the Bitrix24 logo. The page heading reports the current state as Enabled or Disabled.
Data sent to Bitrix24
EasyChat sends the customer name, verified phone and email, source channel, first message, and a link to the local conversation. Imported history does not generate new leads.
Conversation history remains on your EasyChat server. EasyChat’s central services do not receive CRM credentials or customer messages.
Verify the connection
Send a new test message through the widget or a connected channel. After the next cron run, Bitrix24 should contain one CRM record. A second message in the same EasyChat conversation should update that record rather than create a new one.