Connecting the Bitrix24 Integration

You can connect the integration with both the cloud-based and on-premise versions of Bitrix24.

Specific requirements for the on-premise version:

• The latest stable portal version is required (update your system via your Bitrix24 account);
• HTTPS with trusted certificates (not self-signed) is mandatory;
• The “Rest API” and “Telephony” modules must be enabled in Bitrix24;
• Disable mandatory user fields for all applications:
  CRM → Settings → Other → Additional Settings → Applications: disable mandatory fields;
• To synchronize employees, ensure the department is specified in the employee’s card in Bitrix24.

The CallGear integration with Bitrix24 can be connected in two steps:

1. Installing the CallGear app from the Bitrix24 application store.
2. Activating and configuring the integration in your CallGear account.

Installing the App in Bitrix24

1. Log in to Bitrix24 and go to the Applications section.
2. Search for CallGear and open the integration page.
3. Click the “Install” button.

Activating and Configuring the Integration in CallGear

1. Log in to your CallGear account with administrator credentials, go to Account → Integrations → Bitrix24, and click “Connect”.
2. Enter the address of your Bitrix24 portal and click “Connect”.
   You can find your portal address in your Bitrix24 account.
3. In the pop-up window, enter the username and password of a Bitrix24 administrator account.

What to do if you authenticated in Bitrix24 under a user without admin rights:

Solution 1:
Log in to Bitrix24 with an administrator account and connect the integration.

Solution 2:
Log out of Bitrix24, then connect the integration in your CallGear account using an administrator account.