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sales-bitrix24

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آخر تحديث٢٨ يونيو ٢٠٢٦ في ١١:٢٦

Bitrix24 (bitrix24.com) platform help — free-forever all-in-one business suite with a full CRM (leads, deals, pipelines/funnels, contacts, companies, Smart Process Automation), plus tasks/projects, omnichannel contact center, sites/store builder, marketing, and collaboration; cloud or self-hosted on-prem. Method-based REST API (`/rest/{user_id}/{webhook_code}/{method}`) with inbound + outbound webhooks, OAuth 2.0 for apps, a 740+ app Market, and an MCP server. Use when adding/updating leads or deals via the API or a webhook, reacting to CRM events (ONCRMDEALADD/UPDATE) with outbound webhooks, batching calls to dodge rate limits, choosing inbound webhook vs OAuth, mapping pipelines/stages (CATEGORY_ID/STAGE_ID), migrating onto the free plan as a Keap/Ontraport alternative, or deciding cloud vs on-prem. Do NOT use for CRM selection across vendors (use /sales-crm-selection), CRM/RevOps strategy across tools (use /sales-crm), or generic iPaaS wiring (use /sales-integration).

التثبيت

التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.

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المصدر

sales-skills

sales-skills/sales

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SKILL.md

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نفس المستودع

sales-do

sales-skills/sales

Routes any sales, marketing, ad, or GTM objective to the right specialized skill and outputs the install command for that skill plus a ready-to-paste prompt packed with the user's context. Asks clarifying questions when the objective is ambiguous, then hands back a copy-paste-runnable next step. Covers prospecting, outbound cadences, deals, proposals, forecasting, deliverability, enrichment, intent, content, coaching, CRO, SEO, launch directories, newsletters, email/SMS/push marketing, chatbots, influencer marketing, social media, employee advocacy, media relations, reviews, data hygiene, B2B advertising, retargeting, affiliate, loyalty, digital products, memberships, webinars, checkout, and platform-specific help. Use when the user has a sales or marketing question and isn't sure which skill to use, or wants a multi-skill sequence with a batch install command. Do NOT use to solve problems directly — this skill only routes.

2026-06-2858

sales-phantombuster

sales-skills/sales

PhantomBuster (phantombuster.com) platform help — code-free web/LinkedIn automation + scraping + lead-gen: 'Phantoms' (LinkedIn search export, scrapers, auto-connect, email finder), Flows that chain them, AI Agents + a cloud LinkedIn Leads database. Developer surface: a REST API (base phantombuster.com/api/v2, X-Phantombuster-Key-1 header) to launch agents (POST /agent/{id}/launch → container id) and fetch run results (/containers/fetch-result-object), plus the Leads storage and per-agent webhooks (secret param, 11s timeout) on run completion. Billed by execution time + slots; API on all paid plans. Use when launching a Phantom or fetching its scraped output via the API, wiring a run-finished webhook, handling the async agent→container model, managing slots/execution-time, or LinkedIn cookie/safety issues. Do NOT use for prospect-list / lead-sourcing strategy across tools (use /sales-prospect-list), enrichment strategy across vendors (use /sales-enrich), or outbound cadence strategy (use /sales-cadence).

2026-06-2858

sales-prospect-list

sales-skills/sales

Builds targeted B2B prospect lists for outbound campaigns from database providers (Apollo, ZoomInfo, Clay, Cognism). Use when you don't know who to target, your outbound list is too broad and response rates are low, you can't find the right decision-makers at target accounts, your ICP is vague, or your prospect list is full of bad-fit contacts. Do NOT use for enriching existing contacts with emails/phones (use /sales-enrich), interpreting buying signals (use /sales-intent), general Apollo platform help (use /sales-apollo), or hyperlocal / door-to-door / territory / route-based outbound to local SMBs that aren't on databases — restaurants, gas stations, salons, contractors, HVAC — (use /sales-field-sales).

2026-06-2858

sales-intent

sales-skills/sales

Interprets buying signals and prioritize accounts for outreach. Use when drowning in intent data and not sure what matters, can't tell which accounts to prioritize, buying signals aren't translating to pipeline, job change alerts are noisy, intent topics feel too broad, lead scores don't match actual deal quality, or not sure how to act on signals in outreach. Do NOT use for building prospect lists (use /sales-prospect-list), enriching contacts (use /sales-enrich), ZoomInfo-specific intent config (use /sales-zoominfo), or general Apollo platform help (use /sales-apollo).

2026-06-2858

sales-syncgtm

sales-skills/sales

SyncGTM (syncgtm.com) platform help — AI-native GTM data engine that unifies buying signals (job changes, funding, hiring, LinkedIn posts, web-traffic, custom AI signals), waterfall enrichment (verified emails/mobiles, 40+ providers), AI lead scoring (0–100 vs ICP), AI research agents, and a no-code Workflow Builder. Developer surface: an MCP server (api.syncgtm.com/mcp, OAuth browser sign-in, free-plan — works with Claude Code/Cursor to enrich, find emails/phones, read signals), a REST API (api.syncgtm.com, API key), webhooks, and 40+ integrations (HubSpot/Salesforce/Slack/Attio). Use when connecting the MCP server to an AI agent, enriching contacts via the API, acting on buyer signals, scoring leads vs an ICP, building a signal→enrich→outreach workflow, or choosing SyncGTM vs Clay/Trigify. Do NOT use for intent-data strategy across tools (use /sales-intent), prospect-list building (use /sales-prospect-list), or enrichment strategy across vendors (use /sales-enrich).

2026-06-2858

sales-cadence

sales-skills/sales

Designs multi-channel outbound cadences with timing, A/B testing, and content. Use when outbound sequences getting low reply rates, unsure how many touchpoints or what spacing to use, cadence emails sound generic, prospects ignoring calls, A/B tests not moving the needle, sequence performance plateauing, or not sure which channels to include in outreach. Do NOT use for marketing cold email (use /cold-email), automated email flows (use /email-sequence), or general Salesloft platform help (use /sales-salesloft).

2026-06-2858

name	sales-bitrix24
description	Bitrix24 (bitrix24.com) platform help — free-forever all-in-one business suite with a full CRM (leads, deals, pipelines/funnels, contacts, companies, Smart Process Automation), plus tasks/projects, omnichannel contact center, sites/store builder, marketing, and collaboration; cloud or self-hosted on-prem. Method-based REST API (`/rest/{user_id}/{webhook_code}/{method}`) with inbound + outbound webhooks, OAuth 2.0 for apps, a 740+ app Market, and an MCP server. Use when adding/updating leads or deals via the API or a webhook, reacting to CRM events (ONCRMDEALADD/UPDATE) with outbound webhooks, batching calls to dodge rate limits, choosing inbound webhook vs OAuth, mapping pipelines/stages (CATEGORY_ID/STAGE_ID), migrating onto the free plan as a Keap/Ontraport alternative, or deciding cloud vs on-prem. Do NOT use for CRM selection across vendors (use /sales-crm-selection), CRM/RevOps strategy across tools (use /sales-crm), or generic iPaaS wiring (use /sales-integration).
argument-hint	[describe what you need help with in Bitrix24]
license	MIT
version	1.0.0
tags	["sales","crm","platform"]
github	https://github.com/bitrix24

Bitrix24 Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

What are you trying to do?
- A) Add/update/list leads or deals (and map pipelines/stages) via the REST API
- B) React to CRM changes with outbound webhooks (ONCRMDEALADD/UPDATE, ONCRMLEADADD)
- C) Pick an auth method — inbound webhook (your own portal) vs OAuth 2.0 (an app)
- D) Batch many calls / handle rate limits
- E) Set up CRM structure — pipelines, stages, Smart Process Automation, contact center
- F) Decide Free vs paid tier, or cloud vs self-hosted on-prem
Your portal or someone else's? Automating your account → inbound webhook. Building an app others install → OAuth 2.0.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly

If the question is about...	Route to...
Choosing a CRM across vendors (Bitrix24 vs HubSpot/Pipedrive/Zoho/Keap)	`/sales-crm-selection {question}`
CRM / RevOps strategy across tools (pipeline design, forecasting, ops)	`/sales-crm {question}`
Generic iPaaS wiring to an ESP/other app	`/sales-integration {question}`
Omnichannel/contact-center or marketing strategy	`/sales-do {describe the goal}`

When routing, give the exact command, e.g. "This is a selection question — run: /sales-crm-selection free CRM for a solo founder".

Step 3 — Bitrix24 platform reference

Read references/platform-guide.md for the full reference — the module map (CRM vs tasks vs contact center vs sites), the free-vs-paid + cloud-vs-on-prem model, the CRM data model (lead/deal/pipeline shapes), and quick-start recipes (create a deal; subscribe to a deal event; batch).

Read references/bitrix24-api-reference.md for the integration surface — the method-based REST API (https://{portal}.bitrix24.com/rest/{user_id}/{webhook_code}/{method}), inbound vs outbound webhooks, OAuth 2.0 for apps, the core crm.* methods (crm.deal.add/.list/…, crm.lead.*, crm.item.* for SPA), {result,time} responses, batch (50 commands/request), and rate limits.

Answer using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation:

It's RPC, not resource-REST. You call methods (crm.deal.add, crm.lead.list) on a URL, not GET /deals. Each entity has *.add/.update/.get/.list/.delete/.fields.
Inbound webhook for your own portal. A static URL with a secret code (Developer resources → Incoming webhook), no expiry, scoped by permissions — simplest for automating your account. Use OAuth 2.0 only for multi-tenant/Market apps.
Pipelines = CATEGORY_ID, stages = STAGE_ID. A deal's funnel is CATEGORY_ID (0 = default) and its column is STAGE_ID (a crm_status) — get valid values from crm.dealcategory.* / crm.status.* before writing.
Events carry only the ID. Outbound webhooks (ONCRMDEALUPDATE, …) POST {event, data:{FIELDS:{ID}}} + an app token — verify the token, then crm.deal.get for current data; dedupe.
Batch to survive rate limits. Bitrix24 throttles (~2 req/sec) — use batch (up to 50 commands, with $result[...] chaining) and back off on errors.
Free-forever is the hook. Unlimited users on the free plan makes it a popular free Keap/Ontraport/Zoho alternative; paid tiers add automation/SPA depth, and on-prem (Self-Hosted) is available if you need to host it.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research (2026-06) — features/pricing verified against the marketing site + API docs; confirm in-account.

Method-based RPC API. No GET /deals; it's crm.deal.list on the webhook/OAuth URL. The verb set (add/update/get/list/delete/fields) is consistent across entities.
Inbound webhook ≠ OAuth. Webhook = your portal, static URL + secret, no expiry, but some methods are blocked (telephony, certain app-only ops). OAuth = apps, tokens expire (refresh).
Pipelines/stages are IDs. CATEGORY_ID (funnel) + STAGE_ID (crm_status) — using a label or a stage from the wrong funnel fails silently/odd. Read crm.status.*/crm.dealcategory.* first.
Rate limits are real. ~2 req/sec sustained + per-method operating-time limits — batch (50/req) and back off, or you'll get throttled.
Outbound webhook payload is thin. Only the entity ID arrives — re-fetch via *.get. Verify the application token; dedupe (events can repeat).
It's a sprawling suite. CRM is one of many modules; the breadth means a learning curve. For just-CRM selection, weigh vs focused CRMs via /sales-crm-selection.
Cloud vs on-prem differ. Self-Hosted unlocks source/extra control + outbound webhooks need an active license; cloud is managed. Pick deliberately.

Related skills

/sales-crm-selection — Choosing a CRM across vendors (Bitrix24 vs HubSpot/Pipedrive/Zoho/Keap/Ontraport) — selection strategy, free-tier tradeoffs
/sales-crm — CRM / RevOps strategy across tools (pipeline design, data hygiene, forecasting)
/sales-integration — Wiring Bitrix24 into an ESP/other app via webhooks/OAuth/Zapier
/sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

Example 1: Create a deal in the right pipeline via the API (developer/automation)

User says: "When a form is submitted, how do I create a Bitrix24 deal in a specific pipeline and stage via the API?" Skill does: Walks Recipe 1 — create an Incoming webhook (Developer resources, scope CRM), then POST …/rest/{user_id}/{code}/crm.deal.add with FIELDS:{TITLE, CATEGORY_ID:<pipeline>, STAGE_ID:<crm_status>, OPPORTUNITY, CONTACT_IDS, ASSIGNED_BY_ID}. Stresses fetching valid CATEGORY_ID/STAGE_ID from crm.dealcategory.*/crm.status.* first, that the response result is the new deal ID, and using batch if creating the contact + deal together. Result: Deals land in the correct funnel/stage from the form.

Example 2: React to a deal moving stages (outbound webhook)

User says: "I want my system notified when a Bitrix24 deal is updated." Skill does: Explains Outbound webhook setup (Developer resources → Outgoing webhook): handler URL + event ONCRMDEALUPDATE; Bitrix24 POSTs {event, data:{FIELDS:{ID}}} + an application token. The handler verifies the token, then calls crm.deal.get?ID=… for current fields (the event carries only the ID), and dedupes. Notes on-prem needs an active license. Result: Real-time, verified deal-change notifications.

Example 3: Is the free plan really enough, and cloud or on-prem?

User says: "I'm a solo founder — is Bitrix24 free actually usable, and should I self-host?" Skill does: Confirms the free-forever (unlimited users) plan includes CRM + tasks + contact center basics — a genuine free Keap/Zoho alternative — with paid tiers adding automation/SPA/throughput. Frames cloud (managed) vs on-prem Self-Hosted (you host, more control, license for outbound webhooks), and routes the cross-vendor decision: "run: /sales-crm-selection free all-in-one CRM vs HubSpot free." Result: A grounded free-tier + hosting decision.

Troubleshooting

My API call returns an error / 401

Symptom: Calls to /rest/{user_id}/{code}/{method} fail. Cause: Wrong/secret-rotated webhook code, the webhook lacks the permission scope for that method, or the method is one webhooks can't call (telephony/app-only). Solution: Recreate/copy the Incoming webhook URL exactly (Developer resources), enable the right scopes (e.g. CRM), and confirm the method is webhook-eligible — if not, build an OAuth local app. Test with the docs' request generator / Execute button.

My deals are created but land in the wrong place

Symptom: Deals appear in the default funnel/stage, not the intended one. Cause: CATEGORY_ID (pipeline) and STAGE_ID weren't set, or STAGE_ID belongs to a different funnel. Solution: Read valid funnels via crm.dealcategory.list and their stages via crm.status.list / crm.dealcategory.stage.*, then pass the matching CATEGORY_ID + STAGE_ID on crm.deal.add. A stage id from another funnel won't route correctly.

I'm hitting rate limits / it's slow

Symptom: Throttling errors or slow bulk operations. Cause: Too many sequential calls — Bitrix24 throttles (~2 req/sec + per-method operating-time limits). Solution: Use the batch method (up to 50 commands per request, chaining with $result[...]), page *.list with start, add exponential backoff, and spread bulk jobs. For heavy syncs, prefer batch + selective select fields.