Transferring leads to Bitrix24
- Customer Service
- Oleg Padalko (Unlicensed)
Real case: there is a need to transfer lead data from the Leeloo.ai Tunnel to Bitrix24.
What problem are we solving: collecting all leads in Bitrix24, provided that the client uses Bitrix24 as a CRM.
Data that needs to be transferred to Bitrix 24: Name, email, phone number and data where the lead came from (From Leeloo.ai )
Actions that need to be performed in Bitrix 24:
Go to the “For Developers” menu>>>”Integration with external systems” >>> “Add leads”
Copy URL: As shown in the screenshot
Actions to be performed in Leeloo.ai:
1. We go into the desired Tunnel.
Add the block “Action”>>> “Sending an external request”
Fill out the data as in the screenshot below, insert the prepared link from Bitrix24 into the URL field
Filling out the BODY field
The BODY field must be filled in JSON format
Filling example:
{
"fields": {
"NAME": "Глеб",
"": "Егорович",
"LAST_NAME": "Титов",
"ASSIGNED_BY_ID": 1,
"TYPE_ID": "CLIENT",
"SOURCE_ID": "SELF",
"PHONE": [
{
"VALUE": "+77777777777",
"VALUE_TYPE": "WORK"
}
]
}
}
Insert variables into the required fields:
Name, email, phone number and data where the lead came from:
In the Leeloo.ai Tunnel we associate our form with an action block
All settings are completed, we can check. After completing and filling out the form, a new lead should appear in the Bitrix 24 CRM block with pre-filled fields.