Integrate Convertalk with Bitrix24:-

​
Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, select the Bot you want to integrate with Bitrix24.
  2. Now, click the**‘Integrate’ tab.**
  3. The integrate window will open up. make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
    • Now find Bitrix24 by:-
    • Either scrolling down the list
    • Or by typing in ‘Bitrix24’ in the search box with the placeholder “search integration by name”
  5. Now click on the ‘connect’ button.
Now follow the steps further for integrating bitrix24 Step 1 : Go on Third-Party Apps Integration followed by Bitrix24 and provide Inbound webhook URL Step 2 : After opening Bitrix24 CRM, go on side bar select Applications followed by Developer resources. Step 3 : Select Other in Developer Resources Step 4 : Select Inbound Webhook Step 5 : Scroll Down and click on Assign Permissions and copy “Webhook to call REST API” Step 6 : Assign two permissions - 1. CRM 2. Commercial catalog Step 7 : Go back on the Convertalk Bitrix24 integration page and paste the URL. Steps 8 : Copy Webhook URL Step 9 : Go to Bitrix24 CRM then click on Applications then Developer Resources then other end Step 10 : Paste the copied link on “Your Handler URL” and click on Events then click on + select. Step 11 : After clicking on “ + select” select two events -
  1. Lead created (ONCRMLEADADD)
2. Lead updated (ONCRMLEADUPDATE) After that click on save and click on connect button to connect Convertalk with Bitrix24. Step 12 : Now Page will look similar to this.

  • If you want to add other parametres to the lead, then map Convertalk attributes with lead response from bitrix24.
  • Click on select parameter option, you will get the key which we get in the form of lead response from bitrix24.
  • Click on select option, you will get the Convertalk attributes on which you want to map lead response key’s values.
  • Finally click on update button to save all your changes.

​
Steps to trigger campaign when there is any change in lead attributes in bitrix24

Follow these steps to set up Drip Campaign using whatsapp bot when there is any change in lead attributes in Bitrix24 CRM. Step 1: Click on WhatsApp Automation. Step 2: Click on Drip Campaign option inside WhatsApp Automation. Step 3: Name your drip campaign and then click on continue. Step 4: Click on enrolled contacts then go on contact enrolment rules. Under Custom Enrolment Values Section
  1. Select key for which you want to trigger drip campaign when this key value changes according to the relation set by you.
  2. Select which type of relation you want ”is” means equal to or ”is not” means not equal to
  3. Enter the value which you want to compare with the key change.
  4. After that select template which you want to send when drip campaign is triggered.
  5. Click on Create Drip Campaign