Selzy Integration with Bitrix24

Below, you will find instructions on how to set up integration between Selzy and Bitrix24. Once set, the integration allows the transfer of data from Bitrix24 to Selzy.

Before creating a new automation for Bitrix24 in your Selzy account, install Bitrix24's application for integrations.

To get the application, go to your Bitrix24 account and, in the left-side menu, go to Applications → Market → Sales and CRM.

In the search bar at the top of the screen, type in “integration hub.” Then, from the search results, select Integration Hub to start the installation process.

How to install Integration Hub from the Bitrix24 account

The app will request permissions.

Granting permissions to Integration Hub before installation

Check all the boxes and click Install.

After that, a new window will appear, where you will need to select your Bitrix24 account and confirm granting the access.

Setting up a new integration in Selzy

In your Selzy account, navigate to the Integrations section of the main menu, then go to My Integrations and click on Apps:

How to connect Bitrix24 with Selzy

The Apps tab contains integrations that you set up with other services. Click on Add a connection to set up a new integration:

How to connect Bitrix24 with Selzy

In the pop-up window select Bitrix24. Click on the Bitrix24 icon once again and then click on the Add a connection button.

How to connect Bitrix24 with Selzy

The integration editor will appear, where you need to set up the parameters marked with red asterisk (*) for the Bitirx24 integration to work.

You can leave the default Title “My Account Bitrix24” or set your own.

How to connect Bitrix24 with Selzy

Then, open a new tab in your browser and go to your Bitrix24 account. From the address bar of your browser, copy your Bitrix24 domain name. Paste it into the Domain field of the integration editor in your Selzy account.

How to connect Bitrix24 with Selzy

Then click Continue at the bottom right corner of the Create a connection to Bitrix24 window to finalize the integration setup.

In the new window that will appear, grant access to your Bitrix24 account.

Selecting Bitrix24 as the data source

To start collecting data from Bitrix24, you need to create a new automation and set up a trigger, an event that is going to trigger the data collection, and further actions in Selzy.

In your Selzy account, go Integrations → My integrations → Automations → + New automation:

How to connect Bitrix24 with Selzy

Automation builder will open. Click Select an app to send the data.

How to connect Bitrix24 with Selzy

The Set up a trigger window will open. From the dropdown menu, choose Bitrix24. Depending on what you need, select an event that will trigger the automation. For example:

  • New lead: Triggered when a new lead is created in Bitrix24.
  • Lead changing: Triggered whenever an existing lead in Bitrix24 is updated.

Each trigger on the menu has a description of scenarios for transferring the data.

At the bottom right corner of the window, click the Add a trigger button.

How to connect Bitrix24 with Selzy

Setting up an action in Selzy

After you set up the trigger, set up an action to be performed in Selzy. In the integration builder, click on Select an app to receive the data.

How to connect Bitrix24 with Selzy

In the Add an action window, set the action parameters depending on the event you chose as a trigger. For instance, if the trigger is a new lead in Bitrix24, you might want to choose the Add a new contact action in Selzy.

Once you select all the parameters, click Add an action button at the bottom right corner of the window.

How to connect Bitrix24 with Selzy

Data mapping

Now, you need to perform data mapping. This ensures that the data from Bitrix24 is correctly transferred and utilized by Selzy to perform the set action(s).

For example, assign New lead: Phone from Bitrix24 to Phone in Selzy, New lead: Email to Email, and so on:

How to connect Bitrix24 with Selzy

Finalizing the integration setup

Review the settings to ensure they are correctly configured. At the bottom of the integration builder, click Start to activate the integration.

How to connect Bitrix24 with Selzy

Testing the integration

To test whether everything works, perform an action in Bitrix24 that you've set as a trigger. For example, create a new lead. Then, go to Selzy and check if the data has been correctly transferred and the set follow-up action has been performed.

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