This article provides a step-by-step guide for setting up integration between Planado and Bitrix24 CRM.
The integration can be connected for both cloud and on-premise Bitrix24 versions. To install applications in Bitrix24, you need a plan with the marketplace enabled in Bitrix24.
The integration is only available on the Planado "Pro" plan.
Administrator rights are required to install the application in Bitrix24. You can check if you have the necessary rights in your user profile in Bitrix24.
To install the Planado app, go to the "Market" section and search for the "Planado" application.
If you can't find the application, open it via direct link.
Check all the necessary permissions for the application and install it.
During installation, the application will request access to CRM and users.
Do not delete the Planado application after setting up the integration. Without this application, the integration will not work.
After installing the application in Bitrix24, you need to connect the integration in Planado.
Open the integration settings: Settings → Integrations → Bitrix24.
In the integration connection field, enter the URL to your Bitrix24.
Click "Enable integration."
As a result, your Planado will be integrated with your Bitrix24.
After connecting the integration, you can add settings for creating jobs from Bitrix24 deals.
Settings depend on several components: direction (funnel), deal type, and deal stage. This means, for example, that deals in one funnel but with different types can create different jobs, as can deals in different funnels at the same stage with the same deal type.
Choose the required direction if you use several.
Select the deal types by checking the box to the left of the type name. Click "Add stage."
The stage configuration window will open. In these settings, specify:
At which deal stage the job will be created
Which template will be used to create the job for the deal
Which stage to move the deal to upon successful or unsuccessful completion and cancellation
After this, click "Save," and the settings for the deal stage will be added.
A new row will appear with information about the added stage. In this example, when creating deals with the "Sale" type and in the "In Progress" deal stage, a job will be created using the "Installation for Individual" template in Planado.
After connecting and configuring the integration, it's worth testing it. In this example, we'll try creating a deal with the selected type and moving it to the specified funnel stage. As a result, a Planado job should be created.
As a result, a job was created, and a notification about this is added to the deal comments.
In the job itself, the link to the deal is located in the bottom right corner.
⚠️ Only one unfinished job can exist per deal at a time. To create a second job for a deal, the first one must be completed. Deleted jobs will not be considered completed, so if a job for a deal was deleted but not completed, it won't be possible to create a repeat job for the deal.
Read about how the Planado integration with Bitrix24 CRM works.
If you need help, submit a request or email us at support@planado.app.