Bitrix24 + Customerly Integration

Integrate Bitrix24 to Customerly in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create users in Customerly, tag customer profiles, and trigger automated sales follow-ups.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
Arrow Right
2.
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for Bitrix24 + Customerly Integration

Create users from leads, tag customer profiles, update contact records, and trigger marketing follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Customerly + Bitrix24 Integration

Create Bitrix24 deal from new Customerly contact

Anytime a new contact is created in your Customerly, a new deal will automatically be created in your Bitrix24. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Customerly - Bitrix24 integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Customerly + Bitrix24 Integration

Create Bitrix24 contact for new Customerly contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Customerly - Bitrix24 integration, anytime a new Customerly contact is created, an Bitrix24 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Bitrix24 + Customerly Integration

Create Customerly contact for new Bitrix24 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bitrix24 - Customerly integration, anytime a new Bitrix24 contact is created, an Customerly contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + Customerly flow

Sync customer data with marketing platforms, messaging tools, and spreadsheets after your core integration finishes. Pick a combination and activate it in one click.

Bitrix24
Customerly
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
S
B
C
When a Shopify order is created, create a lead in Bitrix24 and create a user in Customerly.
New Shopify store orders instantly generate a lead in Bitrix24 and register a user profile in Customerly without manual data entry.
S
B
C
When a Shopify customer is updated, update the lead in Bitrix24 and add a tag in Customerly.
Keep Bitrix24 and Customerly updated whenever customer profile details change in Shopify.
S
B
C
When a Shopify product is created, create a lead in Bitrix24 and create a lead in Customerly.
Notify both Bitrix24 and Customerly sales pipelines whenever a new product catalog item is added in Shopify.

Supported triggers and actions for Bitrix24 and Customerly

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
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Instant
Lead is created in Bitrix24
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Instant
Lead is updated in Bitrix24
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Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
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Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
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Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
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Contact is updated in Bitrix24
Triggers the automation when a contact is updated
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Instant
Contact is created in Bitrix24
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Instant
Contact is updated in Bitrix24
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Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
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Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
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Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
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Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
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Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search contact in Bitrix24
Finds and retrieves contact information
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Update quote in Bitrix24
Updates an existing quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Create quote in Bitrix24
Creates a new quote
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Search lead in Bitrix24
Retrieves information for a particular lead
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Create lead in Bitrix24
Generates new leads for potential customers
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Update lead in Bitrix24
Updates the lead information
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Create contact in Bitrix24
Adds a new contact to the database
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Update contact in Bitrix24
Updates contact information with new details
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Create deal in Bitrix24
Generates a new deal with
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Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
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Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
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Update company in Bitrix24
Updates company information
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Get company by id in Bitrix24
Retrieves a company's details using its id
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Search task in Bitrix24
Searches for a task
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Get task by id in Bitrix24
Retrieves a task using its id
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Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
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Add comment in Bitrix24
Adds a comment to a record
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Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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What can you automate with Bitrix24 + Customerly?eks

Streamline your customer management workflows by connecting Bitrix24 and Customerly operations.

What you can automate?
🚀
Create Customerly users from Bitrix24 leads automatically
Trigger user profile creation in Customerly the moment a new lead or contact is created in Bitrix24. Eliminate manual data entry between your CRM and customer success platform.
📝
Capture every submitted lead field without manual work
Map all available lead attributes, contact details, and custom form inputs from Bitrix24 straight into Customerly records without missing a single data point.
🔔
Notify the right team member as soon as a lead arrives
Alert your sales or support staff instantly via messaging apps whenever a new lead or deal is registered in your Bitrix24 pipeline.
🔀
Route records based on submitted field criteria
Apply conditional logic to direct leads to specific segments, tags, or team members in Customerly depending on information submitted in Bitrix24.
🔄
Keep destination records up to date as details change
Synchronize updates made to lead profiles, deal stages, and contact information across both Bitrix24 and Customerly in real time.
🔍
Add or update records instead of creating duplicates
Search existing Customerly user profiles before creating new entries to prevent duplicate records and keep your database clean.
🏷️
Handle later status changes and milestone updates
Trigger automated tag additions, deal updates, and status changes in Customerly when lead milestones or tasks are updated in Bitrix24.
🌐
Extend your workflow to external team apps
Send notification alerts, spreadsheet logs, or calendar events to supporting tools like Slack and Google Sheets after your core integration runs.
And much more...

Who is Bitrix24 + Customerly integration for?

Operations managers, sales reps, and customer success teams eliminate manual data entry between Bitrix24 and Customerly to keep customer records synchronized.

CRM Managers
CRM Managers
Sales Teams
Sales Teams
Account Managers
Account Managers
E-commerce Operators
E-commerce Operators
Customer Support Leads
Customer Support Leads
Operations Directors
Operations Directors
📈
CRM Managers
You report on pipeline metrics and conversion rates, but your tracking records only update when someone manually exports leads, so the dashboard numbers you rely on are always hours behind — with this integration, every new lead lands in Customerly instantly and your data stays current.
Sales Teams
You need to act fast on incoming prospect inquiries, but contact handoffs between Bitrix24 and customer platforms happen too slowly, so prospective buyers slip away before anyone reaches out — with this integration, every new lead triggers immediate user creation and your team engages right away.
📋
Account Managers
You answer to clients and supervisors who expect up-to-date progress tracking, but manual record updates leave embarrassing gaps in your history, so status reviews become difficult to prepare — with this integration, every account activity is logged automatically and your reporting stays accurate.
🔄
E-commerce Operators
The transaction volume is too high for your staff to keep up with by hand, leading to missed customer profiles and disjointed communication records — with this integration, every order and lead is processed instantly without manual data entry.
🤝
Customer Support Leads
You own the onboarding stage and depend on sales teams to hand over complete lead details, but missing fields delay your response times — with this integration, every customer profile is created with complete information from the start.
🗂️
Operations Directors
You need a reliable customer history across all business systems, but manual copy-pasting introduces frequent errors and missing records — with this integration, every data point flows seamlessly between Bitrix24 and Customerly without gaps.
Our team

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Why choose Integrately to automate Bitrix24 + Customerly

Build and manage your Bitrix24 + Customerly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + Customerly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Bitrix24 to Customerly?
Frequently Asked Questions
You can connect Bitrix24 to Customerly using 1-click integrations on Integrately. Pick a ready automation template, connect your accounts, and let Integrately AI set up your workflow.
Can I automatically create a Customerly user when a new lead is created in Bitrix24?
Frequently Asked Questions
Can I connect Bitrix24, Customerly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Customerly?
Frequently Asked Questions
How are leads updated between Bitrix24 and Customerly?
Frequently Asked Questions
Can I trigger Customerly tags from Bitrix24 updates?
Frequently Asked Questions
Do I need coding skills to build a Bitrix24 and Customerly workflow?
Frequently Asked Questions
Is the Bitrix24 and Customerly integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Customerly With 1500+ Other Apps

Bitrix24
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Customerly
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Sync Customerly with marketing, e-commerce, and messaging tools to keep customer data working across your stack.