Create an integration

To set up the integration, go to the Integration with Bitrix24 → Integration settings section of the Agora administrative panel.

A settings window will open in which you need to enter data.

Parts of the incoming webhook URL created in Bitrix24 should be inserted into the Bitrix24 Portal, Administrator ID and Webhook Key fields.

To create a new webhook in Bitrix24, go to Applications → Developer resources→ Other → Inbound webhook.

In the window that opens, select CRM rights and copy the webhook URL from the field Вебхук для вызова the field  Webhook to call the rest api, (it will be used in further integration settings) and select CRM rights.

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After completing the settings, Save the changes.

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Then go Return to your Agora the admin panel , to the Настройки интеграцииsection.Image Removedof the Agora project.

The previously copied URL must be broken into 3 parts and pasted into different fields:

• up to a number (including the «/» symbol) — to the Портал Битрикс24 Bitrix24 Portal;
• number — in the Administrator ID администратора;
• the rest (without the «/» symbol) — in the Ключ вебхука Webhook key field.

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Then check It remains only to set or leave empty the checkbox empty Отправлять вебхук о регистрации пользователя, choose Статус создания лида and Статус создания сделки — under which Send a webhook about user registration checkbox, select Lead creation status and Transaction creation status — at what order statuses in Agora will a the lead and deal will be created in Bitrix24, and then Сохранить. 

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Adding a TIN field

To start adding the The field TIN field , in the Лиды sectioncode in Bitrix24 is optional. To fill it out, you need to :

1. Go to the lead card.
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2. Click on the button Создать поле.
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3. In the drop-down list, select the field type Число.
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4. Add a field name — «ИНН», check the Показывать всегда checkbox, then Сохранить.
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5. Next, you need to right-click next to the ИНН field and select Inspect (relevant for the Google Chrome browser).
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6. After that, you need to click on the cursor Image Removedon the right side of the screen and hover over the ИНН field on the left side of the screen.
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7. After hovering, the line in the area with the code will be highlighted. Next to the highlighted line, you need to find the ИНН field identifier, which contains UF_CRM. The string with the code inside the quotes "" along with the numbers must be copied.
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8. Go to the administrative panel of the Agora project in the Настройки интеграции section and paste the copied data into the field Code of the Код поля ИНН в Bitrix24 in the format UF_CRM_ХХХХХХХХХХХХ, where X are the code numbers. As a result of settings Save changes.
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Adding a business process for leads in Bitrix24

Next, you need to return to any Bitrix24 lead and go to the Роботы tab.

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In the Качественный лид column, find the button in the  Редактировать в дизайнере Бизнес-процессов and click on it.

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The business process visualization window will open. To the already displayed scheme, drag to the arrow after the Начало block from the Конструкции tab the Условие block.

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Then drag to the arrow after the right block Условие block Создание новой сделки from the CRM section.

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Click on the icon Image Removednext to the left Условие block. In the window that opens, specify:

• Тип условия — Поле документа;
• Поле документа — Название лида;
• Условие — не равно;
• Значение — enter: «Название_проекта.ru — Создан заказ на платформе».

Click Сохранить.

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In the right block Условие you need to specify:

• Тип условия — Поле документа;
• Поле документа — Название лида;
• Условие — равно;
• Значение — enter: «Название_проекта.ru — Создан заказ на платформе».

Save changes.

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The  Создание новой сделки block should be filled in as follows:

• Название — {{Название лида}}
• Сумма — {{Возможная сумма сделки}}
• Комментарий — {{Комментарий}}
• Лид — {{ID}}
• Покупатель магазина — {{Имя}}{{Отчество}}{{Фамилия}}
• Контакт — {{Контакт}}
• Компания — {{Компания}}

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Form settings must be Saved.

After that, you need to Save the business process template itself.

find the TIN field ID in your Bitrix.

For this:

• go to CRM → Settings → CRM settings → Form and report settings → Custom Fields → Lead → Fields;
• find the TIN field in the list and go to it;
• in the search bar, at the end of the url, you will see the value UF_CRM_XXXXXXXXXX, where UF_CRM_XXXXXXXXXX is the ID;
• copy it.

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Paste the received value into the field TIN field code in Bitrix24, save the changes.

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Now the integration of Agora with Bitrix24 can be considered complete. It is ready for full-fledged work: a lead will be created when registering on the site and creating an order on the site, and a deal will be formed after payment. The webhook remains available until the administrator who created it is deleted.