Video Walkthrough
Description
Bitrix24 is a free CRM system that offers unlimited records along with powerful tools such as client management, pipeline management, CRM scheduling, and a 360-degree customer view. Integrating Datahash with Bitrix24 allows you to seamlessly capture LinkedIn Lead Ads data into your CRM, giving you richer insights and helping you optimize your sales cycle.
Prerequisites
Before you begin, make sure you have:
- A Bitrix24 account
- A defined field in Bitrix24 CRM to capture the LinkedIn Lead ID
Getting Started
- Go to https://studio.datahash.com/login.
- Enter your credentials to log in.
- In the right section, navigate to the CRM category under the Destinations list.
- Click on the Bitrix24 connector tile.
💡 Before starting: Ensure your Bitrix24 account is set up with a defined field in the Leads module to capture the LinkedIn Lead ID.
- Now you need to provide the Bitrix24 URL.
Connecting to Bitrix24
You will need the Bitrix24 REST API URL to connect your account.
Getting the Bitrix24 URL
- Log in to your Bitrix24 account.
- From the top-left menu, click CRM.
- Under the Add-ons section, click REST API.
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- Case 1: If you have not created a webhook
- Click Import & Export Data.
- Go to Import Customers.
- In the Request Builder, add the method crm.lead.list.
- Copy the generated REST API URL and click Save.
Case 2: If you already have a webhook
- Go to the Integrations section.
- Double-click on the integration ID you want to use.
- In the Request Builder, add the method crm.lead.list.
- Copy the generated REST API URL and click Save.
- Paste the Bitrix24 URL in Datahash Studio.
Source & Connection Setup
- Select LinkedIn Lead Ads as the source type.
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- Choose the connection name you want to integrate (the same one already connected in your LinkedIn Ads Source connector).
- Provide a name for this connection.
Field Mapping
Field Mapping is a critical step where LinkedIn Lead Form fields are mapped to Bitrix24 schema fields.
- Ensure correct mapping to avoid setup issues.
- The LinkedIn Lead ID field is mandatory and must be mapped.
- Map all other mandatory CRM fields (marked with an asterisk).
- You may map as many additional fields as required.
- Once mapping is complete, click Test Connection.
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Completing the Setup
- After the connection is verified, click Finish.
- The connected instance will now appear in your Datahash dashboard.
Managing Instances
You can add new instances or edit existing ones through the Manage Connections section.
Adding a New Instance
- Start a new setup by selecting the LinkedIn Lead Ads source type and other required fields..
- Provide field mappings between the lead form and CRM fields, ensuring all required fields are included.
- Click Test Connection, then Finish.
- The new instance (e.g., Ads Connection 2) will appear in the Manage Connections table.
Editing an Existing Instance
- In the Manage Connections table, click the connection name to open the setup.
- Click the Edit icon (top right) to enable edit mode.
- Update the required field values.
- Click Test Connection to verify the update.
- Click Finish to apply the changes.
If you click Cancel during the edit flow, the previous configuration remains unchanged. Updates are only applied when you click Finish.
