How to Configure Bitrix24 Integration with SendPulse

With Bitrix24 and SendPulse integration, you can transfer contact, lead, and company data, along with additional fields, and automate communication with customers. This will allow you to create contact segments and send personalized campaigns.

Integration Opportunities

The SendPulse 2.0 application for Bitrix24 includes features such as:

  • Manual export of contacts, leads, and companies to the selected SendPulse mailing list.
  • Automatically adding contacts to SendPulse mailing lists when creating or updating contact, lead, and company data.
  • Passing additional fields from Bitrix24 about contacts, deals, and customers to the corresponding SendPulse mailing list variables.

All changes in the Bitrix24 account are synchronized with the corresponding SendPulse mailing list.

How to Install the App

Go to "All apps" and enter SendPulse in the "Search" field. In the search results, select SendPulse 2.0 app, click View, and in the next window, click Install.

You will need your SendPulse account API keys to connect the widget.

In your SendPulse account, go to Account Settings -> API, and copy the values of the "ID" and "Secret" fields.

Go back to the application settings in Bitrix24 and paste the "ID" and "Secret" API values from the SendPulse account into the appropriate fields in the application settings.

How to Set up Automation

Go to the installed "SendPulse 2.0" application in the "Automation" tab of your Bitrix24 account.

Click "Edit" in the drop-down menu next to the item to be transferred: "Contact,” "Lead," or "Company.” You will need to configure separate automation for each item.

Choose a Mailing List

Select the mailing list you want to transfer your contacts to.

If you have created a new mailing list or the variables in it and the application are not displayed, click "Update.”

Configure Variable Mapping

Select which Bitrix24 variable (right) should be passed to the SendPulse variable (left).

Please note: If you had an integration configured before November 05, 2021 to pass variables as variable IDs and used them in autoroutes, you need to change the settings in the autoroute.

To create a new variable that is not in the mailing list, click Add Variable.

After configuring the ratio of all transmitted fields, click Save Automation.

Run automation

To activate the automatic transfer of contacts, leads and companies, click "Activate" next to the automation you have set up.

Contacts will be transferred each time a new object is created, or data is updated in an existing “Contact,” “Company,” or “Lead” item.

How to Export Contact Manually

Go to the Manual Export tab and select the item to be transferred. You can export contacts, companies, and leads separately.

Select the mailing list you want to transfer the data to.

If you have created a new mailing list and it is not displayed in the app, click Update.

Configure which Bitrix24 variable (right) should be passed to the corresponding SendPulse variable (left).

To create a new variable that is not in the mailing list, click Add Variable.

After configuring all the fields to be transmitted, click Export.

When you start manual export, all contacts from "Audience" will be transferred to the selected mailing list in the background.

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