Bitrix24 and Close CRM Integration

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Unify Bitrix24 and Close CRM data to automate lead nurturing across platforms, eliminating manual data entry. Latenode’s affordable pricing and visual editor simplifies the automation process while offering advanced JavaScript customization for complex logic.

Swap Apps

Bitrix24

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bitrix24 and Close CRM

Create a New Scenario to Connect Bitrix24 and Close CRM

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bitrix24, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitrix24 or Close CRM will be your first step. To do this, click "Choose an app," find Bitrix24 or Close CRM, and select the appropriate trigger to start the scenario.

Add the Bitrix24 Node

Select the Bitrix24 node from the app selection panel on the right.

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Bitrix24

Configure the Bitrix24

Click on the Bitrix24 node to configure it. You can modify the Bitrix24 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Bitrix24

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Connect Bitrix24

Sign In
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Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Bitrix24 node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.

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Close CRM

Authenticate Close CRM

Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.

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Run node once

Configure the Bitrix24 and Close CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Bitrix24 and Close CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Bitrix24, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Bitrix24 and Close CRM integration works as expected. Depending on your setup, data should flow between Bitrix24 and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Bitrix24 and Close CRM

Bitrix24 + Slack: When a deal is successfully closed in Bitrix24, a notification is sent to a specified Slack channel to inform the sales team.

Close CRM + Bitrix24 + Google Sheets: When a new lead is created in either Close CRM or Bitrix24, its information is added as a new row in a Google Sheet for consolidated reporting.

Bitrix24 and Close CRM integration alternatives

About Bitrix24

Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.

About Close CRM

Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.

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FAQ Bitrix24 and Close CRM

How can I connect my Bitrix24 account to Close CRM using Latenode?

To connect your Bitrix24 account to Close CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Bitrix24 and Close CRM and click on "Connect".
  • Authenticate your Bitrix24 and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Close CRM leads from new Bitrix24 deals?

Yes, you can! Latenode's flexible workflows allow you to instantly create leads, saving time and ensuring no opportunity is missed. Plus, use JavaScript blocks for complex logic.

What types of tasks can I perform by integrating Bitrix24 with Close CRM?

Integrating Bitrix24 with Close CRM allows you to perform various tasks, including:

  • Syncing new Bitrix24 contacts to Close CRM as leads.
  • Updating Close CRM opportunity stages based on Bitrix24 deal phases.
  • Creating Bitrix24 tasks when a Close CRM lead reaches a specific stage.
  • Automatically logging call data from Bitrix24 in Close CRM activities.
  • Generating custom reports combining data from both Bitrix24 and Close CRM.

HowsecureisBitrix24datawhenIconnectittoCloseCRMusingLatenode?

Latenode uses secure OAuth authentication. Your credentials are never stored. You retain full control over data access and permissions within each app.

Are there any limitations to the Bitrix24 and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time synchronization depends on the API rate limits of both platforms.
  • Custom field mappings may need adjustment during initial setup.

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