Bitrix24 CRM

#210 most-used

CRM records, tasks, and deals — always current

CRMSalesCommunicationProductivityProjectsLead Generation

Bitrix24 CRM is an all-in-one CRM and collaboration platform that manages leads, contacts, companies, deals, quotes, tasks, and custom smart-process entities inside a single portal. Connect it to Actionist and your agents can create and update CRM records from any inbound source, search and enrich the database on a schedule, create task sets at each pipeline stage, send internal notifications to portal users, and react to CRM events like deal stage changes and new leads — all without a human touching the Bitrix24 interface.

Try Bitrix24 CRM with Actionist Visit Bitrix24 CRM

Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of entering leads, creating follow-up tasks, running data quality audits, and generating quotes and legal tasks that currently consume sales, operations, and finance time every week.

Schedule

What your Bitrix24 CRM agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Wed–Fri

Wed

Thu

Fri

10a

11a

12p

Multi-app workflows

Bitrix24 CRM × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

5Apps spanned

~15 hrsSaved / week

5Personas served

For sales

Featured3 apps

Inbound form lead captured and tasked in under a minute

When a prospect submits the lead capture form, the agent checks for an existing Bitrix24 contact, creates a lead with all form data, creates a follow-up task for the assigned rep, and posts the lead summary to #sales-leads — all within about a minute of submission.

~3 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new submission arrives from the lead capture form

Trigger

Step 1

Typeform

Detect new form submission from the lead capture form

read

Step 2

Bitrix24 CRM

Search Contacts for existing record with the same email

write

Step 3

Bitrix24 CRM

Create Lead with form data and source tag

write

Step 4

Bitrix24 CRM

Create Task for the assigned rep with first-contact deadline

write

Step 5

Slack

Post new lead summary to #sales-leads channel

Result

Create Lead with form data and source tagCreate Task for the assigned rep with first-contact deadlinePost new lead summary to #sales-leads channel

The win

Saved per run

5 min

Runs / week

~30×

Zero inbound leads missed — every form becomes a CRM lead with a next action

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
35 min / week
Manual lead entry from inbound sources
Reps copy form submissions and email enquiries into Bitrix24 by hand — a 5-minute task per lead that scales poorly and introduces data entry errors.
Sales Agent
0 min
Agent creates leads and tasks within about a minute of every inbound event
When a form is submitted or a lead trigger fires, the agent creates the Bitrix24 lead and assigns a follow-up task before the rep even sees the notification.
Marketing
60 min / week
Manual CSV import and deduplication
The marketing team exports respondent lists, manually checks for existing contacts, and imports cleaned CSVs into Bitrix24 — a process that takes 30–60 minutes per campaign.
Marketing Agent
0 min
Agent imports campaign respondents with deduplication on a schedule
Every week the agent imports campaign respondents from Google Sheets into Bitrix24, checks for duplicates, and routes qualifying contacts to the inside sales team automatically.
Customer Support
25 min / week
Manual CRM lookup for each support ticket
Support reps open Bitrix24, search for the customer by email, and manually check their account status before every ticket reply — adding 3–5 minutes to each interaction.
Customer Support Agent
0 min
Agent delivers CRM context to every support interaction
Before a support rep reads a new ticket, the agent has already retrieved the customer's Bitrix24 record, account tier, and open deal count and posted it to Slack.
Human Resources
20 min / week
Manual onboarding task creation per new hire
HR manually creates onboarding tasks in Bitrix24 for each new hire — a 20-minute process per starter that is often incomplete and varies between HR team members.
Human Resources Agent
0 min
Agent sets up onboarding records and task sets for every new hire
When a new hire is added, the agent creates the Bitrix24 smart-process onboarding record and the full task set for IT, facilities, and the hiring manager in one go.
Finance
30 min / week
Manual quote creation and task assignment at contract stage
Finance manually creates quotes in Bitrix24 and messages the legal team for each deal reaching Contract Review — a 15-minute task that can be delayed for hours if the responsible person is busy.
Finance Agent
0 min
Agent creates quotes and legal tasks when deals enter Contract Review
When a deal reaches Contract Review, the agent creates the quote and the legal review task within about a minute so billing and legal never wait for a manual trigger.
Operations
90 min / week
Manual CRM audit and cleanup
The operations team manually spot-checks Bitrix24 for data quality issues — a time-consuming review that is rarely done systematically and leaves errors accumulating for months.
Operations Agent
0 min
Agent runs a weekly CRM data quality audit automatically
Every week the agent audits Bitrix24 for missing fields, orphaned records, and overdue tasks, and delivers a prioritised remediation list before the ops team starts work.
Legal
20 min / week
Manual contract review tracking and deal stage updates
Legal tracks contract review requests via email and manually updates Bitrix24 deal stages when reviews complete — a fragmented process where deals regularly stall at Contract Review with no visible next action.
Legal Agent
0 min
Agent creates contract review tasks and monitors deal stage clearance
Every deal in Contract Review gets a legal task with a 48-hour deadline automatically. The agent also advances the deal stage when the review task is completed, closing the loop without manual follow-up.

+ 100s of other Bitrix24 CRM automations

Average time saved

28 hrs / person / month

Calculator

Calculate what your team saves

Team size

10 people

Hourly rate

$20 / hr

Hours saved / week

Hours saved / year

1,750

Annual ROI

$35,000

Based on Bitrix24 CRM's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Bitrix24 CRM into Actionist

Pick the connection method that suits your environment.

Connect via Bitrix24 OAuth for a secure, permission-scoped connection to your portal's CRM, tasks, and messaging without handling tokens manually.

Open the Apps tab

Find Bitrix24 CRM in the Apps tab and click Connect. OAuth is the recommended path.

Authorise in Bitrix24

A Bitrix24 authorisation screen opens. Sign in with your portal credentials and grant Actionist the requested permissions to read and write CRM records, tasks, and messages.

Test the connection

Actionist runs a test call to verify the connection. You are ready to configure your first agent task.

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Bitrix24 CRM + Actionist

How does Actionist connect to Bitrix24 CRM?

Go to the Apps tab in Actionist, find Bitrix24 CRM, and click Connect. Choose OAuth to open the Bitrix24 authorisation screen, sign in with your portal credentials, and grant the requested permissions. Actionist runs a test call to confirm the handshake before any actions run. If you prefer a webhook-based approach, you can also configure a Bitrix24 inbound webhook URL and paste it into the API key field.

What Bitrix24 CRM objects can Actionist read and write?

Actionist uses the Bitrix24 REST API, which supports leads, contacts, companies, deals, quotes, tasks, and smart-process entities. You can create, update, and search across all these objects. Task management is fully supported including deadlines, assignees, priorities, and dependencies. The agent also has access to the internal messaging endpoint to send Bitrix24 chat messages to portal users.

Can I connect Bitrix24 CRM to other apps in the same agent task?

Yes. Bitrix24 CRM is most useful when combined with the apps your team already uses for communication and data. Common combinations: create a Bitrix24 lead when a form is submitted in Typeform or a contact signs up via a landing page; push deal updates to Slack or Telegram; write new contacts found in Gmail to Bitrix24; sync company records between Bitrix24 and a Google Sheet for reporting. Any of Actionist's connected apps can exchange data with Bitrix24 in the same agent task.

How quickly do Bitrix24 CRM triggers fire in Actionist?

Bitrix24 CRM triggers fire within about a minute of the underlying event in your portal. Supported trigger types cover companies, contacts, deals, leads, quotes, and tasks (add, update, delete), plus smart-process events. The agent polls the Bitrix24 webhooks and passes the event payload to the downstream action within about a minute of the change occurring.

Can Actionist update existing Bitrix24 records, or does it only create new ones?

Yes. The Contact Action, Company Action, Deal Action, Lead Action, and Quote Action all support both create and update in a single call. Pass the record ID alongside the fields you want to change and Bitrix24 will update the existing record rather than creating a duplicate. If no ID is supplied, a new record is created. The Smart-Process Action works the same way for custom entity types built in Bitrix24.

How do I avoid creating duplicate contacts or companies in Bitrix24?

Use the Search actions first. Company Search, Contact Search, Deal Search, Lead Search, Quote Search, and Smart-Process Search all accept field-name filters and return matching records. Run a search before a create action and route on whether a result was returned. If one exists, call the update action with the returned ID; if not, call the create action. This prevents duplicate records when the same person or company enters through multiple channels.

What are Bitrix24 Smart Processes, and can Actionist work with them?

Bitrix24 Smart Processes are custom CRM entity types you build in the Bitrix24 portal to represent any object your business tracks outside the standard lead-contact-deal pipeline. The Smart-Process Action and Smart-Process Trigger in Actionist work with any smart-process entity type you have configured. You supply the Entity Type ID (from your Bitrix24 portal) and the agent can create, update, search, and react to events on that custom entity just like it does with standard CRM objects.

Can Actionist create and manage tasks inside Bitrix24?

Yes. The Create Task action in Actionist creates a task inside your Bitrix24 portal with a title, responsible user, deadline, description, priority, parent task, group, and time estimate. The Update Task action modifies any of those fields on an existing task by ID. Task triggers fire within about a minute when a task is added, updated, or deleted, so Actionist can react to task events and push notifications or updates to other connected apps automatically.

Bitrix24 CRM

Inbound form lead captured and tasked in under a minute

Calculate what your team saves

Connect your apps in minutes.