Bitrix24 Integration with Zoom

Bitrix24 Integration with Zoom

A manager schedules a call with a client—creates an event in the calendar, then opens Zoom, creates a conference, copies the link, pastes it in the event, sends to client. After the call, the recording sits in Zoom Cloud while CRM has no trace: no recording, no duration, no link to the deal. If the manager forgot to comment—the call information vanishes. Zoom integration eliminates manual steps: the conference is created from Bitrix24, the link auto-inserts, the recording saves to CRM.

Zoom App for Bitrix24

Integration works via an app from the Bitrix24 marketplace. The admin installs it in clicks: Marketplace → Zoom → Install. The app uses Zoom Marketplace API to connect with a Zoom account.

After installation, each employee authorizes their Zoom account via OAuth. One-time action—then Bitrix24 works with Zoom API on their behalf.

What's needed:

• Zoom account (free or paid—integration works with any)
• Admin rights on Bitrix24 to install the app
• For corporate Zoom accounts—permission to connect third-party apps in Zoom Admin

Creating Conferences from Bitrix24

After integration, Zoom calls are created directly from Bitrix24:

From calendar. When creating an event, an option appears: "Add Zoom Videoconference." Bitrix24 calls Zoom API (POST /users/{userId}/meetings), creates the conference, and inserts the link into the event. Participants get notified—in Bitrix24 and via email.

From CRM card. In a deal or contact card—button "Zoom Videocall." The conference is created, the link is sent to the client (via email or open chat), and the deal timeline shows a record of the scheduled call.

From chat. In group or personal Bitrix24 chat—button "Zoom Call." All chat participants get the link.

Conference parameters are configured:

Calendar Sync

Meetings with Zoom links in Bitrix24 appear in the calendar with a video icon. When syncing with Google Calendar or Outlook, the Zoom link is included in the event description—participants see it in any client.

Reverse sync: if a Zoom meeting is created in Google Calendar (via Zoom plugin for Google), it appears in Bitrix24 through calendar sync. But CRM linking doesn't auto-create—only when created from Bitrix24.

Recommendation: always create client meetings from Bitrix24—then the recording auto-links to the deal.

Recording and Storage

Zoom call recordings are among the most valuable integration elements for sales and support teams.

Where recordings are stored:

• Zoom Cloud—recordings are stored in Zoom cloud (for paid plans). Bitrix24 saves the recording link in the deal timeline or contact card.
• Local recording—recording saves on a participant's computer. Bitrix24 doesn't get the file automatically—upload manually to Drive or CRM.
• Bitrix24 Drive—via webhook (meeting.ended), middleware gets a conference completion notification, downloads the recording from Zoom Cloud via API (GET /meetings/{meetingId}/recordings), and uploads to Bitrix24 Drive in the deal folder.

Auto-uploading recordings to Bitrix24 Drive is a custom development via middleware. The standard marketplace app saves only the Zoom Cloud link.

Call Analytics in CRM

With integration, managers see in CRM:

• Videocall history—date, duration, participants, recording link. All in the deal timeline.
• Manager call volume—how many Zoom calls each manager conducted in a period. Via CRM activity reports.
• Post-call conversion—what percent of deals advanced after a video meeting. Built via Bitrix24 BI analytics or external dashboards.

Without integration, this data is collected manually—open Zoom, check logs, compare with CRM. With integration—automatic.

Automation via CRM Robots

Zoom calls integrate into the sales funnel via robots:

• Deal moved to "Demo" stage → robot creates Zoom conference via REST API, sends client email invite with link, adds event to manager's calendar.
• Conference completed → webhook logs call duration, updates "Demo conducted" field in deal.
• Recording ready → robot sends manager task "Prepare follow-up on meeting results" with recording link.

This uses: Zoom Webhook Events → Middleware → Bitrix24 REST API. Webhook events from Zoom (meeting.started, meeting.ended, recording.completed) are processed by a server app and translated to CRM actions.

What We Implement

• Install and configure Zoom app from Bitrix24 marketplace
• Authorize employee Zoom accounts
• Create conferences from calendar, CRM, and Bitrix24 chat
• Save call recordings: links in CRM, auto-upload to Drive via middleware
• Sync Zoom meetings with Google Calendar / Outlook
• Automate via CRM robots: conference creation by deal stage, result logging
• Train managers on using Zoom from Bitrix24