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How to Set Up Responsible Person in Bitrix24

How to assign responsible person in Bitrix24 in chat bot

Information

This instruction assumes that you have already set up the connection between LEADTEX and Bitrix24, if not, follow the link below.

How to Set Up Bitrix24 Integration

Open LEADTEX personal account, go to your bot in Settings > Integrations > Bitrix24

Go to the Additional tab and select the responsible person on whose behalf deals will be created.

Bitrix24 integration

Bitrix24 Integration Settings

What to do if the responsible persons list is empty?

Open the Status tab and update the status

bitrix24 integration

Updating status when responsible persons list is empty

Information

This is needed to load the list of users from Bitrix24.

When you add/remove users in Bitrix24, update the status and they will appear in LEADTEX.

Important

Status must be: Authorized

What to do if updating status didn't help?

Find the incoming webhook that you created for LEADTEX. Double-click on it and make sure the Users access right is set.

Bitrix 24 bot

Setting Bitrix24 Access Rights

How to find incoming webhook?

Log in to your personal account Bitrix24, then go to Applications, then open the Webhooks tab and double-click on the required webhook.

Bitrix 24 bot

Incoming webhook on Bitrix24 side

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