Bitrix24 CRM

Create, update, or act on a Bitrix24 Lead record — the first stage in the CRM pipeline for capturing and qualifying new business opportunities.

Search Bitrix24 Leads by name, email, phone, or custom field to find existing records before creating duplicates or to pull pipeline data for reporting.

Create, update, or act on a Bitrix24 Deal record — the primary revenue-tracking object for active sales opportunities moving through pipeline stages.

Search Bitrix24 Deals by stage, assigned user, contact, company, or any custom field to retrieve pipeline data for reporting, deduplication, or agent decision-making.

Create, update, or act on a Bitrix24 Contact record — the individual-level CRM object for tracking people associated with accounts and deals.

Search Bitrix24 Contacts by name, email, phone, company, or custom field to retrieve person-level CRM data for deduplication, enrichment, or reporting.

Create, update, or act on a Bitrix24 Company record — the account-level object linking contacts, deals, and activities to an organisation.

Search Bitrix24 Companies by name, domain, industry, or custom field to look up account records for deduplication, segmentation, or pipeline analysis.

Create, update, or act on a Bitrix24 Quote record — the formal pricing document attached to a Deal for managing commercial proposals.

Search Bitrix24 Quotes by deal, status, date range, or value to retrieve commercial proposal data for forecasting, auditing, or order processing.

Create a new Task in Bitrix24 and assign it to a user, group, or project with a title, description, due date, and priority.

Update an existing Bitrix24 Task's status, assignee, due date, priority, or description to reflect progress from other connected tools or agent decisions.

Create, update, or act on a Bitrix24 Smart Process record — a custom CRM entity type you define for any workflow that doesn't fit standard Leads, Deals, or Contacts.

Search Bitrix24 Smart Process records by any field within your custom CRM entity to retrieve pipeline data for reporting, deduplication, or triggering follow-up actions.

Post a message to a Bitrix24 internal social feed, group chat, or task comment thread to notify team members of events from connected tools.

Publish a post to the Bitrix24 internal company blog for announcements, updates, or team communications that need a permanent, searchable record.

Fires within about a minute when a Lead record is created or updated in Bitrix24, letting agents react to new prospects and pipeline changes automatically.

Fires within about a minute when a Deal record is created or updated in Bitrix24, enabling agents to act on every pipeline stage change, value update, or close event.

Fires within about a minute when a Contact record is created or updated in Bitrix24, allowing agents to react to new relationships and data changes across connected systems.

Fires within about a minute when a Company record is created or updated in Bitrix24, letting agents trigger account-level workflows from CRM changes.

Fires within about a minute when a new Task is added in Bitrix24, enabling agents to notify assignees, log the task externally, or trigger dependent setup steps.

Fires within about a minute when an existing Task is updated in Bitrix24, letting agents react to status changes, reassignments, due date edits, and completion events.

Fires within about a minute when a Task is deleted in Bitrix24, enabling agents to clean up external mirrors, write audit logs, or unblock dependent tasks.

Fires within about a minute when a Quote record is created or updated in Bitrix24, enabling agents to track proposal status changes and trigger downstream actions.

Fires within about a minute when a Smart Process (custom CRM entity) record is created or updated in Bitrix24, letting agents respond to changes in any custom pipeline you've built.