CRM Bot

A CRM bot automatically creates contacts and deals in Bitrix24 or AmoCRM when a customer reaches out via Telegram. Managers receive leads without manual data entry.

Scenario

Customer messages bot → bot collects data → creates lead in CRM → notifies manager

Building It

1. Prepare the Project

Create a project with a Telegram trigger.

2. Collect Customer Data

Use a multi-step dialog:

Step 1: Ask for name

Hello! What's your name?

register_next_step → 2

Step 2: Save name and ask for phone

add_var: client_name = {=message=}
send_message: Your phone number?
register_next_step → 3

Step 3: Save phone and create lead

add_var: client_phone = {=message=}

3. Send Data to CRM

Add a CRM block with Bitrix24 type:

url: https://your-portal.bitrix24.ru/rest/crm.lead.add
method: POST
body: {
  "fields": {
    "TITLE": "Telegram Lead",
    "NAME": "{=client_name=}",
    "PHONE": [{"VALUE": "{=client_phone=}"}],
    "SOURCE_ID": "TELEGRAM"
  }
}
save_as: crm_result

4. Confirm to Customer

Thank you, {=client_name=}! Your request has been received. A manager will contact you shortly.

Use Cases

• Collecting leads from Telegram and WhatsApp
• Automatic contact creation in CRM
• Updating deal statuses via triggers
• Manager notifications about new requests