Leads, contacts and deals
Bitrix24 keeps the same person as a lead before conversion and as a contact after it, often with a deal attached. We match in that order so a call lands on the live record rather than creating a second one.
Integration · Zoom Phone to Bitrix24
Your company phone runs on Zoom Phone, with queues, auto receptionists and business hours already set up the way you want them. Bitrix24 is where the leads and deals live. We connect the two so every call lands on the right record with its recording, and the automation rules you already have do the rest. It is a one-time setup by our team, not a monthly middleware subscription.
Zoom Phone
Bitrix24
One call ends in Zoom Phone. In Bitrix24:
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Bitrix24 has telephony of its own, and plenty of small teams use it. Companies already standardised on Zoom rarely do. The phone system is set up around call queues and auto receptionists, with separate routing for business hours, closed hours and holidays, and the whole company is trained on the Zoom app. Moving that into a CRM to get calls logged is not a trade anyone wants to make.
So the phone stays on Zoom Phone and Bitrix24 stops seeing the calls. Deals sit with no record of the three conversations that moved them, inbound callers are handled by whoever picked up rather than the lead owner, and the automation rules — which are the reason Bitrix24 earns its place — never fire, because nothing tells them a call happened. Connecting the two puts the call back on the record and lets the rules run.
A typical setup. We adjust each line to how your team uses Zoom Phone and Bitrix24.
Each Zoom Phone event and exactly what it writes in Bitrix24. Pick an event to see its fields.
Date time15 Sep, 4:00 pm
Shown in your time zone
Call length3 min 04 s
Stored the way Bitrix24 expects
Call directionInbound
Inbound or outbound
ResultInterested
Matched to your own list of outcomes
Call recordingPlayable audio
Added once the file is ready
ResultInterested
Looked up in the outcome-to-stage list we agree with you
Caller number+1 415 555 0142
“Call back” plus the lead name, or the number if unknown
Lead ownerMaria Lopez
Falls back to the rep who was on the line
Sample values are made up. The exact fields are agreed with you in your scope.
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Bitrix24 keeps the same person as a lead before conversion and as a contact after it, often with a deal attached. We match in that order so a call lands on the live record rather than creating a second one.
A call answered from a queue has no obvious owner. We agree the rule — the person who answered, or the lead owner — so activities do not pile up unassigned.
Zoom Phone routes business, closed and holiday hours differently. Calls that arrive outside business hours are logged as such and the follow-up task is dated to the next working day, not to a Sunday.
Zoom Phone privileges can be granted through role management without full Zoom account admin, and most Bitrix24 CRM work needs a CRM role rather than Administrator. We ask for the narrower level in both.
Which numbers and queues are in scope, how users map between the two, and which outcomes change a stage. You get a written scope with a fixed one-time price.
Zoom Phone privileges through role management, and a Bitrix24 CRM role — full admin only if the scope needs it. Nothing for your team to install.
We call in through the queue, call out, and miss calls inside and outside business hours, then check every lead, deal, activity, task and automation rule.
A short document of what is connected. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
Starting price for connecting Zoom Phone and Bitrix24, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
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Yes. Inbound and outbound calls are logged as activities on the matching lead, contact or deal, with the Zoom Phone user, the duration and a link to the recording.
Because the phone system usually predates the CRM decision. Queues, auto receptionists and business-hours routing already work on Zoom Phone, and the company is trained on it.
Yes. The outcome writes to the stage or field you choose, and your existing rules and triggers run from there.
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your Bitrix24 and Zoom Phone plans are unchanged.
Thirty minutes on how your team uses Zoom Phone and Bitrix24. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Deal stage movedCallback booked
Call-back taskAssigned to the contact owner
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