Bitrix24 + PerfexCRM Integration

Integrate Bitrix24 to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create customers, update your records, and alert your team automatically.

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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
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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
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM

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Ready Workflows Ready Workflows for Bitrix24 + PerfexCRM Integration

Capture leads, create customers, log details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Bitrix24 + PerfexCRM Integration

Create PerfexCRM 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 - PerfexCRM integration, anytime a new Bitrix24 contact is created, an PerfexCRM 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + PerfexCRM flow

Send notifications, manage tasks, and update your wider stack once your core pair workflow finishes. Pick a combination and activate it in one click.

Bitrix24
PerfexCRM
+
SlackSlack (4)
+
TrelloTrello (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
B
P
S
Create a PerfexCRM lead when a Bitrix24 lead is created, and notify your sales channel in Slack
New Bitrix24 leads immediately appear in PerfexCRM and your sales team hears about it in Slack, eliminating manual copy-pasting.
B
P
S
Create a PerfexCRM customer when a Bitrix24 deal is created, and post an update in Slack
Turn closed Bitrix24 deals into PerfexCRM customers instantly while keeping your team informed on Slack.
B
P
S
Create a PerfexCRM task when a Bitrix24 task is created, and notify your project channel in Slack
Keep Bitrix24 tasks and PerfexCRM project tracking in sync while alerting your team in Slack.
B
P
S
Create a PerfexCRM ticket when a Bitrix24 contact is updated, and alert support in Slack
Log support updates from Bitrix24 into PerfexCRM and notify your support team instantly in Slack.

Supported triggers and actions for Bitrix24 and PerfexCRM

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
Try it →
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
Try it →
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
Try it →
Instant
Contact is updated in Bitrix24
Try it →
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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PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
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What can you automate with Bitrix24 + PerfexCRM?

Streamline your client management, lead routing, and project tracking with automated workflows between Bitrix24 and PerfexCRM.

What you can automate?
🔄
Sync new leads directly into PerfexCRM
Capture every lead created in Bitrix24 and instantly generate a corresponding lead profile in PerfexCRM without lifting a finger.
📋
Capture every submitted custom field
Map detailed contact properties and company information from Bitrix24 straight into PerfexCRM fields for complete client records.
🔔
Alert your team instantly on new creations
Notify relevant staff members the moment a new lead or deal is established in Bitrix24 and pushed into PerfexCRM.
🔀
Route records based on submitted criteria
Apply conditional logic to direct specific Bitrix24 deals or leads into designated PerfexCRM pipelines based on custom attributes.
✏️
Keep records updated across both platforms
Ensure modifications made to contacts or companies in Bitrix24 automatically update corresponding entries in PerfexCRM.
👥
Prevent duplicate records during creation
Search existing entries before creating new customers or leads in PerfexCRM to maintain a clean database.
💳
Handle quotes and invoicing automatically
Transform approved Bitrix24 quotes into active PerfexCRM invoices and customer accounts the moment deals close.
🔌
Extend your workflow to external apps
Trigger secondary actions in Slack, Google Sheets, or Trello immediately after your Bitrix24 and PerfexCRM sync completes.
And much more...

Who is Bitrix24 + PerfexCRM integration for?

Connecting Bitrix24 and PerfexCRM eliminates manual data entry, keeping client records accurate and sales pipelines moving without administrative delays.

Sales directors
Sales directors
Support managers
Support managers
Account executives
Account executives
Operations leads
Operations leads
Project coordinators
Project coordinators
Finance specialists
Finance specialists
📈
Sales directors
You rely on Bitrix24 pipeline reports to forecast monthly revenue, but records lag behind because reps manually re-enter closed deals in PerfexCRM, so your dashboards are always outdated — with this integration, every new deal updates both systems instantly and your pipeline numbers stay accurate.
Support managers
You need to dispatch technicians the moment client queries arrive in Bitrix24, but delayed ticket logging in PerfexCRM leaves your team finding out too late — with this integration, every contact update creates immediate tasks and alerts your staff instantly.
🤝
Account executives
You report project progress to enterprise clients who demand real-time visibility, but fragmented data between Bitrix24 and PerfexCRM makes updates tedious — with this integration, all client touchpoints sync automatically so stakeholders always see accurate status.
🚀
Operations leads
You handle high volumes of incoming prospects every day, but manual record creation between Bitrix24 and PerfexCRM causes bottlenecks that nobody can keep up with — with this integration, heavy workloads run automatically without human error.
⚙️
Project coordinators
You own project delivery and depend on sales reps to hand over Bitrix24 leads correctly, but missing details in PerfexCRM stall your kickoffs — with this integration, every piece of lead data transfers seamlessly on creation.
🗂️
Finance specialists
You require a reliable financial history for invoicing and auditing, but finding gaps between Bitrix24 quotes and PerfexCRM records wastes hours every week — with this integration, every billing document matches perfectly across your stack.
Our team

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Why choose Integrately to automate Bitrix24 + PerfexCRM

Build and manage your Bitrix24 + PerfexCRM 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 + PerfexCRM 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Bitrix24 to PerfexCRM?
Frequently Asked Questions
You can connect Bitrix24 to PerfexCRM in 1 click using ready templates or Integrately AI. Combine your workflow with apps like Slack, Google Sheets, or Gmail easily.
Can I automatically create PerfexCRM leads from Bitrix24 leads?
Frequently Asked Questions
Can I connect Bitrix24, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and PerfexCRM?
Frequently Asked Questions
How are Bitrix24 leads handled during automation?
Frequently Asked Questions
Can PerfexCRM customers be created automatically from Bitrix24 deals?
Frequently Asked Questions
Do I need coding skills to automate Bitrix24 and PerfexCRM?
Frequently Asked Questions
Is the Bitrix24 and PerfexCRM integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or PerfexCRM With 1500+ Other Apps

Bitrix24
Popular Bitrix24 Integrations
Connect Bitrix24 to CRMs, marketing tools, and communication platforms to manage and follow up on your leads.
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PerfexCRM
Popular PerfexCRM Integrations
Sync PerfexCRM with invoicing, project management, and reporting tools to keep client data working across your stack.
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