Configure your Bitrix24 account for use with the 3CX Client
3CX PBX in the Cloud
1 year FREE - no ties!
google cloud platform
3CX
Zero Admin
With the new Dashboard
3CX
Bulletproof Security
With SSL certs and NGINX
3CX
Install on $200 Appliance
Intel MiniPC architecture
3CX
New, Intuitive Windows Client
More themes, more UC
3CX
More CRM Integrations
Scripting Interface to add your own
3CX
Improved Integrated Web Conferencing
iOS and Android apps included
3CX
Run On-Premise or in the Cloud
Google, OVH, Windows & Linux
Fast & easy call management
With the 3CX Web Client

Bitrix24 Plugin for Clients

Bitrix24 Integration

On this topic

Bitrix24 Integration

Introduction

System Requirements

Deploying the Bitrix24 Integration

Configuring the Bitrix24 Plugin

General configuration

Administrator - Bitrix24 configuration

User - Bitrix24 configuration

Introduction

3CX provides out of the box integration with Bitrix24. This plugin opens the contact or company or lead record in Bitrix24, creates a new contact if the inbound caller is not found, and adds a new activity log to the company or contact or lead when the call ends, so the agent can take notes.

Launching outbound calls from the Bitrix24 interface is already available using the 3CX Click2Call plugin.

System Requirements

  • 3CX v15 PRO or Enterprise edition
  • The 3CX client for Windows installed and running
  • A  Bitrix24 account (Cloud version, Self hosted Version with REST API enabled)

Deploying the Bitrix24 Integration

In order to deploy the Bitrix24 integration to your users, please follow these steps:

  1. From the 3CX Management Console you need to download the plugin from the 3CX update server to your 3CX server. Go to Settings > CRM Integration > Available CRM Integrations. Select  Bitrix24 and press Download.
  2. To assign the Bitrix24 plugin to an Extension, go to the Extensions page from the management console. Select the extension and click Edit, then navigate to the Integration tab. Enable Integration and select the Bitrix24.zip from the list.
  3. Repeat the previous step for each extension you need to be set with Bitrix24 integration.

After completing these steps, and once the 3CX client is provisioned, the integration package will be received from the 3CX server and will be ready for use by the extension.

Configuring the Bitrix24 Plugin

In order to open the configuration dialog, press the Settings button in the 3CX client for Windows.

 

Select Advanced Settings” and then click Integration”. The configuration dialog will be shown.

General configuration

Click on General to open the general settings page. Here you can configure when you want to open the contact record in Bitrix24 (on ring, on answer, or don’t open it), and if you only want to open the contact record if the Caller ID length is larger than a number of digits (so it’s not launched when another extension is calling you).

Google Contacts 3.png

If you also want to automatically log a phone activity, you must check the “Enable Journaling” option. When this option is set, the plugin will create a new phone activity log, already bound to the account or contact matched, when the call ends. If you want to create a new contact when the Caller ID is not found, just check the option.

In the Behavior section you can also change the maximum digit length to compare. When an inbound call arrives at your extension, the caller ID may have different formats depending on your PSTN or VoIP Provider. It could have an international format (including the country code), national format (including the region or city code), or local format (including only the local number).

Also, you may have created your contact’s phone numbers in your Bitrix24 account with prefixes that are not present in the caller ID, such as mobile phone prefixes. In this case, to match the caller ID with the contact’s phone number, you need to specify the maximum digit length to compare parameter. Usually this parameter should be the length of your local phone number.

The Bitrix24 plugin will compare the final number digits of the Caller ID with the final number digits that appear in your contact’s phone number. If you configure this parameter to compare a high number of digits, there's a greater chance that the Caller ID will match up with the contact, but it's possible that the Caller ID will not always match up with some contacts. If you configure the maximum digit length to compare to a lower number of digits, you get less accuracy when matching the Caller ID with your contacts.

Administrator - Bitrix24 configuration

If you are using a self hosted version make sure that the REST API is enabled. Also, give read rights to all users by navigating to this url: http://SITE_URL/bitrix/admin/fileman_access.php

Now we need to create an inbound web hook to enable access to the web services from the plugin:

1. Login to your Bitrix24 portal account and click on the menu icon on the top left corner.

2. Go to the “Applications” section and select Web hooks.

3. Click on the “Add Web Hook” button and select the “Inbound web hook” option.

4. Enter a name and description. From the access permissions options then select the CRM, Users and Lists checkboxes. Press Save when done.

5. A code will be displayed, and below you will see a REST Call example URL, like the following:

https://b24-jkfh7g.bitrix24.com/rest/1/48za6ffehwn59e4e/profile/

This URL, excluding the final path “profile” will be used in the next step.

User - Bitrix24 configuration

For the authorization you will need the Web Hook REST API URL, excluding the final path “profile” from the example URL shown by Bitrix. For example:

https://b24-jkfh7g.bitrix24.com/rest/1/48za6ffehwn59e4e

In the Contact Lookup section you can choose to look for contact information in the Contacts and / or Accounts tables, and / or Leads and select the lookup order in these tables. And finally, when opening a contact record, you can specify if you want it opened in your default browser, or configure the plugin to open the contact record in another browser.

You might also be interested in:

Get 3CX Free for 1 Year Today
Download On-Premise Try in the Cloud