Integrate Cloud Voice with Bitrix24 CRM

This topic describes how to integrate Cloud Voice with Bitrix24 CRM via Bitrix24 REST API (webhook).

Requirements

Before you begin, make sure that your Bitrix24 and Cloud Voice meet the following requirements:
Bitrix24
  • Version: Use Bitrix24 Cloud Edition with any of the following plans subscribed:
    • Basic
    • Standard
    • Professional
    • Enterprise
  • Account: Use Main Administrator account for integration.
PBX server
  • Firmware: Version 84.21.0.66 or later.

Procedure

Step 1. Create an inbound webhook on Bitrix24

Create an inbound webhook on Bitrix24 to allow Cloud Voice to access your Bitrix24 via API.

  1. Log in to your Bitrix24 with Main Administrator account.
  2. On the left navigation bar, click Applications > Developer resources.

  3. Under Common use cases tab, click Other, then click Inbound webhook.

  4. On the configuration page, create an inbound webhook as follows:

    1. Click to edit the inbound webhook name. In this example, enter Cloud Voice Inbound webhook.
    2. In the Assign permissions section, click + select, then select Users (user) and CRM (crm).
    3. Click Save.
    4. Copy the URL in the Webhook to call REST API field, which will be used on Cloud Voice PBX for the integration.
      Tip: In future use, if you want to update the webhook, you can proceed on Applications > Developer resources > Integrations.

Step 2. Connect Cloud Voice and Bitrix24 CRM

On Cloud Voice, enter the domain name and inbound webhook URL obtained from Bitrix24 to connect to the CRM.

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. Click Bitrix24.

  3. In the Inbound Webhook URL field, enter the URL that you have obtained from Bitrix24.

  4. In the Your Bitrix24 Address field, enter the domain name of your Bitrix24.

  5. Click Save.

    If the authentication succeeds, a pop-up window will be shown as below.

  6. Click OK to confirm.

    The Status field displays Connected, indicating that Cloud Voice is connected to Bitrix24 CRM successfully.

Step 3. Associate Bitrix24 users with PBX extensions on Cloud Voice

  1. On the CRM integration page of PBX, click beside Bitrix24 User to obtain the latest list of Bitrix24 users.

  2. Associate Bitrix24 users with PBX extensions.
    Associate automatically
    If users bind the same email address to their Bitrix24 accounts and PBX extensions, you can implement automatic association of their Bitrix24 accounts and PBX extensions as follows:
    1. Click Associate Automatically.
    2. In the pop-up window, click OK.
    3. Click Save.
    Associate manually
    If users bind different email addresses to their Bitrix24 accounts and PBX extensions, you need to manually associate these users' Bitrix24 accounts and PBX extensions as follows.
    1. In the Extension / Extension Group field beside the Bitrix24 user, click .
    2. In the pop-up window, select the desired user's extension(s).
    3. Click Confirm.
    4. Click Save.

Result

  • The integration of Cloud Voice and Bitrix24 CRM is set up.
  • The associated Bitrix24 users can make or receive calls with their PBX extensions.

What to do next