CRM & Sales
Comprehensive CRM integrations for amoCRM and Bitrix24 with complete CRUD operations and automation capabilities.
CRM & Sales Nodes
Integrate with leading CRM platforms to automate customer relationship management, sales processes, and team collaboration in Axellero workflows.
Overview
CRM & Sales nodes provide comprehensive integrations with popular CRM platforms, enabling automated lead management, contact synchronization, deal tracking, and sales process automation.
Quick Navigation
amoCRM Node
Complete contact, lead, and company management with amoCRM API v4 integration
Bitrix24 Node
Full-featured CRM, task management, and collaboration platform integration
Available Platforms
| Platform | Authentication | Core Features | Extended Features |
|---|---|---|---|
| amoCRM | OAuth2 | Contacts, leads, companies CRUD | Search, filtering, company management |
| Bitrix24 | OAuth2 & Webhook | CRM, deals, contacts, companies | Task management, calendar, user collaboration |
Core Operations
Contact Management
- Create: Add new contacts with detailed information
- Retrieve: Search and filter contacts with pagination
- Update: Modify contact details and assignments
- Delete: Remove contacts from the CRM
Lead & Deal Management
- Lead Processing: Create, qualify, and track leads through sales stages
- Deal Tracking: Monitor opportunities, values, and pipeline progress
- Status Management: Update stages and move deals through sales funnels
- Company Relations: Associate contacts and deals with company records
Advanced Features (Bitrix24)
- Task Management: Create, assign, and track tasks with comments and files
- Calendar Integration: Schedule meetings and events
- User Management: Access team profiles and collaboration tools
- OAuth2 Flow: Complete authentication lifecycle with token refresh
Workflow Integration
All CRM nodes support dynamic content construction using workflow context:
{
"title": "Lead from {{ctx.user.source}} - {{ctx.vars.eventType}}",
"contactEmail": "{{ctx.user.email}}",
"dealValue": "{{ctx.nodes.calculator.outputs.estimatedValue}}",
"assignedUser": "{{ctx.nodes.userMapper.outputs.responsibleId}}"
}Use Cases
- Lead Qualification: Automatically create and score leads based on website activity and form submissions
- Contact Synchronization: Sync customer data between multiple systems and maintain CRM records
- Sales Automation: Update deal stages, assign tasks, and notify teams based on workflow triggers
- Customer Lifecycle Management: Track interactions, schedule follow-ups, and manage customer relationships
- Team Collaboration: Assign tasks, schedule meetings, and coordinate sales activities
- Data Enrichment: Enhance customer records with additional business and contact information
Authentication Methods
OAuth2 (Recommended)
- Secure token-based authentication
- Automatic token refresh capabilities
- Granular permission scopes
- Industry-standard security
Webhook (Legacy - Bitrix24 only)
- Direct API access via webhook URLs
- Simple configuration for basic operations
- Limited to specific Bitrix24 features
Getting Started
- Choose Platform: Select amoCRM for focused CRM operations or Bitrix24 for comprehensive business management
- Configure Authentication: Set up OAuth2 credentials or webhook URLs based on your platform
- Define Operations: Specify which CRM entities and operations fit your workflow requirements
- Map Data Fields: Configure field mappings between your workflow data and CRM schema
- Test Integration: Validate data synchronization and operation success before production deployment