Video summary

Подключение Б24

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Technology

Summary — Integration: Bitrix24 ↔ Intellect Dialogue

The video demonstrates how to connect Bitrix24 with Intellect Dialogue (Dialogue Intelligence) so that messages and CRM entities (deals/transactions) sync between systems.

Setup / Installation Steps

  1. Log into Intellect Dialogue Intelligence

    • Enter account data.
    • If needed, click “Login”.

  2. Install the Bitrix24 app from the Bitrix24 Marketplace

    • Open Bitrix24 → Market.
    • Search for “Intellect Dialogue”.
    • Click Install, review/accept the provided data, and confirm.

Configure the Provider in Intellect Dialogue

  1. In your Intellect Dialogue personal account:

    • Go to the Providers tab.
    • Click Add.
    • Select Bitrix24.
    • Enter:
      • A convenient provider name (example shown: “Bitrix 24 test”)
      • The Bitrix24 domain (formatted as the user’s Bitrix domain)
    • Keep the “local application” option disabled (as shown in the video).

  2. Click Authorize.

  3. After creation, the provider is created and saved.

  4. The video notes that for the initial connection, no extra settings are required (aside from relevant active settings).

Synchronization / Maintenance Buttons

  1. Update data

    • Pulls current connections and sync sources (e.g., new messengers/social networks/other systems).

  2. When adding new communication channels (e.g., WhatsApp, Telegram, “Max”)

    • Go to the Bitrix24 provider in Intellect Dialogue.
    • Click Update data.

  3. Reconnect

    • If integration fails or issues appear, use Reconnect.
    • Constraint mentioned: CRM reconnection is available only in administrator mode, so the user must be a CRM administrator.

  4. Click Save after reconnect/update.

Testing the Integration

  1. Return to the CRM system and test via the sales/communication area:

    • Send a message.

  2. Results shown:

    • The “appeal”/request is extended (synced into CRM).
    • A new deal is created.
    • When opening the deal, you can see:
      • Which provider it came from
      • Transaction details / source information
    • The CRM supports:
      • Opening a conversation/chat with the client
      • Replying to the client
    • Incoming/outgoing messages are reflected in the interface (the video demonstrates receiving and sending messages).

Main Speakers / Sources

  • The video presenter(s) speaking in a guided tutorial format (no specific individual names provided).
  • Sources referenced:
    • Dialogue Intelligence / Intellect Dialogue (provider configuration and authorization)
    • Bitrix24 Marketplace + CRM (Sales module / deals / conversations)

Original video