Typical Use-Cases for REST API in CRM and Tutorials
- How to Create Leads, Deals, and Other CRM Objects
- How to Replace an Outdated Phone Number for an Existing Client, Update Product Information, and Other Examples
- How to Find Clients by Phone, Retrieve All Deals for a Client, and Other Examples of Working with Lists of Entities
- How to Use Bitrix24 Sales Intelligence Tools
- How to Add Your Tab to the Deal Card, Add Your Buttons to the Lead Card, and Other Examples of CRM Widgets
In this section, you will find ready-made examples for solving typical tasks related to CRM.
If you are developing integrations for Bitrix24 using AI tools (Codex, Claude Code, Cursor), connect the MCP server so that the assistant can utilize the official REST documentation.
How to Create Leads, Deals, and Other CRM Objects
- Add a Lead via Web Form
- Add Lead with Files via Web Form
- Add a CRM Activity to a New Lead or Deal Depending on the CRM Mode
- How to Send an E-mail to a Client on Behalf of an Employee
- Add Duplicate Lead
- Add Contact via Web Form
- Add a Contact with Details via Web Form
- Adding a Company via Web Form
- Add a Company with Details via Web Form
- Add a Deal and Company with Requisites
- Add Calendar Event for Client Management
- How to Add a Template and Create a Document Based on It
- How to Add a Comment to the Timeline of a Smart Process
- How to Configure Rounding for a Custom Field of Type "Number"
- How to Create a Custom Field in a Smart Process
How to Replace an Outdated Phone Number for an Existing Client, Update Product Information, and Other Examples
- How to Change or Delete Phone Numbers and Emails
- How to Create Your Lead Editing Form
- How to Create Your Contact Editing Form
- How to Create Your Company Edit Form
- How to Create an Edit Deal Form
How to Find Clients by Phone, Retrieve All Deals for a Client, and Other Examples of Working with Lists of Entities
- How to Find Duplicates in CRM by Phone and Email
- How to Retrieve a List of Tasks from Deals
- How to Retrieve a List of Stages with Semantics for CRM Entities
- How to Retrieve a Sales Funnel for a Specific Direction with Semantics for Each Stage of the Deal
- How to Retrieve a Client's Address from CRM
How to Use Bitrix24 Sales Intelligence Tools
- How to Transfer Information to Sales Intelligence
- How to Use Sales Intelligence When Creating a Lead
- How to Use Sales Intelligence When Creating a Deal and Contact