Integrating Bitrix24 CRM with Convolo.ai
Set up Speed To Lead™ + Bitrix24 CRM integration
Speed-to-Lead™ + Bitrix24 integration lets you to log all call activities, lead info and more into the Bitrix24 CRM.
With Bitrix24 + Convolo integration you get:
- Automation - Your leads from Convolo are saved automatically in the Bitrix24 CRM.
- Auto-assignment - after the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in Bitrix24.
- Auto-routing - In case, an existing lead in Bitrix24 decides to request a call via Convolo, then only the contact owner defined in Bitrix24 will get connected with a lead.
- Custom fields - All of your custom fields filled by prospects are saved in the Bitrix24 dashboard.
How to set up ?
In order to set up integration with Bitrix24 CRM you will need to provide an API key with our Support Team, so they would be to set up an integration for your account. Please follow the steps below 👇
1. Click on “Developers resources” on the left handside:
2. Click on “Third-party system integration”:
3. Click the “Synchronize customers“ :
4. Copy the URL under “Webhook to call REST API”.
5. Click “Save”:
6. Share the API key with us on: firstname.lastname@example.org
Now you’re all set ! 🎉
Once all the steps are successfully completed, our Team will confirm back the integration status to you. Normally it takes 1-2 working day(s).
If you are having trouble getting the API key or you have any other questions, feel free to drop us an email at email@example.com
Last updated on July 4, 2023