STEP 1
Connect Bitrix24 and Redtail CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bitrix24 and Redtail CRM Integration
Build crm workflows between Bitrix24 and Redtail CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Bitrix24 and Redtail CRM
Detailed info you need to know about Bitrix24 and Redtail CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Redtail CRM
Client relationship management software for financial advisors. [6]
How to connect Bitrix24 to Redtail CRM
Set up your Bitrix24 and Redtail CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bitrix24 and Redtail CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Bitrix24 and Redtail CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bitrix24 and Redtail CRM work in WEXTL?
WEXTL exposes actions and triggers for Bitrix24 and Redtail CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Bitrix24 triggersRedtail CRM actions
Bitrix24 modules
- Add Chat MembersAdds people to a group chat.
- Add Checklist ItemAdds an item to the checklist of a task.
- Add Company to ContactLinks a company to a contact.
- Add Contact to DealLinks a contact to a deal.
- Add Product RowAdds a product row to a deal, lead, estimate, or invoice.
- Add Task CommentPosts a comment to the discussion of a task.
- Add Timeline CommentAdds a comment to the timeline of a CRM item.
- Add Timeline Log EntryAdds an informational log entry to the timeline of a CRM item.
- Add Time Spent EntryRecords time spent on a task.
- Add Workgroup MemberAdds people to a workgroup without an invitation.
- Approve TaskAccepts the result of a task that needs review.
- Attach File to TaskAttaches a Drive file to a task.
- Complete Business Process TaskCompletes a business process task, such as an approval.
- Complete Checklist ItemMarks a checklist item as done.
- Complete TaskMarks a task as completed.
- Create Calendar EventCreates a new calendar event.
- Create ChatCreates a group chat.
- Create CompanyCreates a new company in the CRM.
- Create ContactCreates a new contact in the CRM.
- Create CRM ItemCreates an item of any CRM object type, such as an estimate, an invoice, or a smart process item.
- Create DealCreates a new deal in the CRM.
- Create DepartmentCreates a department in the company structure.
- Create FolderCreates a subfolder in a Drive folder.
- Create LeadCreates a new lead in the CRM.
- Create List ElementAdds an element to a universal list.
- Create News Feed PostPublishes a post to the news feed.
- Create ProductCreates a product in the trade catalog.
- Create TaskCreates a new task.
- Create To-Do ActivityCreates a to-do activity on a CRM item.
- Create WorkgroupCreates a workgroup or a project.
- Delegate TaskPasses a task to another person.
- Delete ActivityDeletes a CRM activity.
- Delete Calendar EventDeletes a calendar event.
- Delete Chat MessageDeletes a chat message.
- Delete Checklist ItemDeletes a checklist item.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete CRM ItemDeletes an item of any CRM object type.
- Delete DealDeletes a deal.
- Delete DepartmentDeletes a department.
- Delete FileMoves a Drive file to the trash.
- Delete LeadDeletes a lead.
- Delete List ElementDeletes an element of a universal list.
- Delete ProductDeletes a product from the trade catalog.
- Delete Product RowDeletes a product row.
- Delete TaskDeletes a task.
- Delete Timeline CommentDeletes a timeline comment.
- Delete WorkgroupDeletes a workgroup or a project.
- End WorkdayEnds the workday for a user.
- Find Duplicates by Phone or EmailFinds leads, contacts, and companies that use a given phone number or email address.
Redtail CRM modules
- Add a Comment to a NoteAdds a comment to a note, optionally notifying a user or team.
- Add a Contact to a Tag GroupAdds a contact to a tag group.
- Add a Custom Field Value to a ContactSets a custom field value on a contact.
- Add a Keyword to a ContactAssigns a keyword to a contact.
- Add a Member to a FamilyAdds a contact to a family.
- Add an Attendee to a SeminarAdds a contact as an attendee of a seminar.
- Complete a Workflow StepCompletes a workflow step, with an outcome when the step requires one.
- Complete a Workflow TaskMarks a workflow task complete.
- Create a ContactCreates a new contact, optionally with contact details, keywords, advisor roles, and an allocation model.
- Create a Contact AccountAdds a financial account to a contact.
- Create a Contact AddressAdds an address to a contact.
- Create a Contact AssetAdds an asset to a contact's financial picture.
- Create a Contact EmailAdds an email address to a contact.
- Create a Contact EmploymentAdds an employment record to a contact.
- Create a Contact LiabilityAdds a liability to a contact's financial picture.
- Create a Contact NoteAdds a note to a contact, optionally notifying a user or team and creating a follow-up activity.
- Create a Contact PhoneAdds a phone number to a contact.
- Create a Contact Social Media AccountAdds a social media account to a contact.
- Create a Contact URLAdds a web address to a contact.
- Create a FamilyCreates a family with a head of household and optional members.
- Create a Family for a ContactCreates a family with the contact as head of household.
- Create an Account AssetAdds a holding to a financial account.
- Create an Account BeneficiaryAdds a beneficiary to a financial account.
- Create an ActivityCreates a calendar activity, optionally recurring, with linked contacts and attendees.
- Create an OpportunityCreates an opportunity linked to one or more contacts.
- Create a SeminarCreates a seminar, optionally with attendees.
- Create a Tag GroupCreates a tag group.
- Create a WorkflowStarts a workflow from a template, optionally for a contact.
- Create a Workflow TaskAdds a task to a workflow step.
- Delete a ContactDeletes a contact.
- Delete a Contact AccountDeletes a financial account from a contact.
- Delete a Contact AddressDeletes an address from a contact.
- Delete a Contact AssetDeletes an asset recorded for a contact.
- Delete a Contact Custom Field ValueDeletes a custom field value from a contact.
- Delete a Contact EmailDeletes an email address from a contact.
- Delete a Contact EmploymentDeletes an employment record from a contact.
- Delete a Contact LiabilityDeletes a liability recorded for a contact.
- Delete a Contact NoteDeletes a note from a contact.
- Delete a Contact PhoneDeletes a phone number from a contact.
- Delete a Contact Social Media AccountDeletes a social media account from a contact.
- Delete a Contact URLDeletes a web address from a contact.
- Delete a FamilyDeletes a family.
- Delete an Account AssetDeletes a holding from a financial account.
- Delete an Account BeneficiaryDeletes a beneficiary from a financial account.
- Delete an ActivityDeletes an activity.
- Delete an OpportunityDeletes an opportunity.
- Delete a SeminarDeletes a seminar.
- Delete a Tag GroupDeletes a tag group.
- Delete a WorkflowDeletes a workflow.
- Delete a Workflow TaskDeletes a workflow task.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bitrix24 and Redtail CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Bitrix24 and Redtail CRM.
Connect your Bitrix24 and Redtail CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Bitrix24's "Watch New Companies" fires, WEXTL can "Add a Comment to a Note" in Redtail CRM. Bitrix24 has 11 triggers (including Watch New Companies, Watch New Contacts, and Watch New CRM Items); Redtail CRM has 141 actions (including Add a Comment to a Note, Add a Contact to a Tag Group, and Add a Custom Field Value to a Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Bitrix24-to-Redtail CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bitrix24 (or Redtail CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Bitrix24 + Redtail CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Bitrix24 and Redtail CRM integration.
- Bitrix24 and Redtail CRM integration source code, module specs and credentials implementation.
- Our Bitrix24 and Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bitrix24 and Redtail CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Bitrix24 integration information
- Redtail CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library