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How to connect Bitrix24 and Instantly
Create a New Scenario to Connect Bitrix24 and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Bitrix24 or Instantly, 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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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.
Add the Instantly Node
Next, click the plus (+) icon on the Bitrix24 node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Bitrix24 and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bitrix24 and Instantly 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bitrix24, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Bitrix24 and Instantly (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 Instantly
Bitrix24 + Instantly + Google Sheets: When a new lead is created in Instantly, the lead information is added to Bitrix24, and a new row is added to a Google Sheet to track lead generation performance.
Instantly + Bitrix24 + Slack: When Instantly finds a new lead, the lead is automatically added to Bitrix24, and a message is sent to a designated Slack channel to notify the sales team.
Bitrix24 and Instantly 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.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Bitrix24 and Instantly
How can I connect my Bitrix24 account to Instantly using Latenode?
To connect your Bitrix24 account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bitrix24 and click on "Connect".
- Authenticate your Bitrix24 and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Bitrix24 leads to Instantly campaigns?
Yes, you can! Latenode simplifies data transfer, letting you seamlessly add new Bitrix24 leads to Instantly campaigns. This ensures consistent and automated lead nurturing, saving time and improving outreach.
What types of tasks can I perform by integrating Bitrix24 with Instantly?
Integrating Bitrix24 with Instantly allows you to perform various tasks, including:
- Automatically create new Instantly leads from new Bitrix24 deals.
- Update Instantly lead custom fields based on Bitrix24 contact information.
- Trigger Instantly email campaigns when a deal stage changes in Bitrix24.
- Pause Instantly campaigns if a contact opts out in Bitrix24.
- Sync contact data between Bitrix24 and Instantly to avoid data silos.
HowsecureisthedatabetweentheBitrix24andInstantlyintegration?
Latenode uses secure protocols to encrypt data during transfer between Bitrix24 and Instantly, ensuring the privacy and security of your information.
Are there any limitations to the Bitrix24 and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Bitrix24 and Instantly APIs may affect high-volume data transfers.
- Complex custom field mappings might require JavaScript coding.
- Real-time synchronization depends on the API availability of both platforms.
