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Integration with Bitrix24

Bitrix24 keeps every virt conversation inside your CRM so sales managers can see status, tasks, and upcoming actions. Follow this checklist to configure the app, finish OAuth, and place leads into the correct pipeline.

Preconditions

  • Admin access to the Bitrix24 portal with the right to register custom applications
  • Company domain such as company.bitrix24.ru plus an inbox for security alerts
  • Pipeline map showing mandatory stages and fields that Workens must fill

Steps

01

Register the Bitrix24 app

In Bitrix24 first, open Settings → Applications, create an app, and record the portal domain, Client ID, and Client Secret. Grant scopes for leads, contacts, and tasks, then return to Worken to start OAuth.

Bitrix24 application creationBitrix24 application creation
The channel card lists the domain, Client ID, and Client Secret you need
02

Authorize from Worken

Head to Integrations → CRM, select Bitrix24, and provide the domain, Client ID, and Client Secret. Click Connect, sign in with a shared corporate account, and approve the requested scopes.

Worken OAuth prompt for Bitrix24Worken OAuth prompt for Bitrix24
Inputs stay locked until the wizard validates the domain format
03

Map fields in Data collection

Open Chats → Data collection and map required fields such as name, phone, email, and channel tag. Then run a test conversation and verify in Bitrix24 that the lead is created with the expected values and stage.

Field mapping in Worken Data collectionField mapping in Worken Data collection
Map required fields first so Bitrix24 cards receive complete data

WARNING

Never connect Bitrix24 using a personal account. When that employee leaves, the refresh token is revoked and all Workens lose access to the CRM until you reconnect with a compliant service identity.

Practical Example

Example

Practical Example

The FitnessLife club chain registers an app, plugs it into Worken, and targets the New Request stage. Every form submission or WhatsApp chat goes through the virt, which gathers city, preferred club, and contact details before Bitrix24 creates the lead and alerts the manager.

Руководство пользователя Worken AI