Bitrix24
Your receptionist can check whether a caller is already a lead or contact in Bitrix24 CRM, and add new callers as leads with what they need, so your team can follow up. Reception connects through Zapier.
Bitrix24 also offers inbound webhooks, but we don’t recommend them for your receptionist. The webhook’s secret code is part of its URL, so it can’t be stored as an encrypted secret, and anyone who sees the URL can read and change everything in your CRM that the webhook’s creator can.
Zapier’s Bitrix24 app works on Bitrix24 paid plans and trials only. A Bitrix24 admin must install the Zapier for CRM app from the Bitrix24 Market before you connect it in Zapier.
Set up
Add the Bitrix24 actions
In your Zapier MCP server at mcp.zapier.com, add the actions below from the Bitrix24 CRM app. Enter your Bitrix24 address and sign in when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed.
The actions can do anything the Bitrix24 user you sign in as can do. Consider a dedicated user whose CRM access is limited to leads and contacts.
Assign the tools
In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action to the Client (receptionist).
Test it
Test your receptionist with a call from a number saved on a Bitrix24 lead, then as a new caller who asks for a callback. The new lead appears in Bitrix24 CRM.
Actions
Find the caller among leads
Find the caller among contacts
Add the caller as a lead
Lead Action creates a lead or updates an existing one. Don’t let the AI fill in the lead ID, or a caller could change someone else’s lead.
Add a procedure so your receptionist searches leads and contacts first, and only creates a lead when neither search finds the caller.
The search actions return whatever is saved on the lead or contact. Add a rule telling your receptionist to never read a record’s details back to the caller, and to use them only to recognize the caller.
Limitations
- Your receptionist adds new leads but doesn’t update existing ones. For a returning caller, have it create a follow-up task instead with Zapier’s Create Task action, with the responsible person set as a fixed value.
- Your receptionist can’t check availability or book meetings in Bitrix24. Use Reception’s own booking with Google Calendar instead.
- Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.