Bitrix24 Telephony Setup: SIP, IVR & CRM Integration

Incoming calls get lost without proper routing. Clients can't get through, managers manually search for contacts — business loses orders. We configure Bitrix24 telephony so every call becomes a manageable event: the system identifies the number via CRM, directs it to the right employee, creates a le

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Frequently Asked Questions

Incoming calls get lost without proper routing. Clients can't get through, managers manually search for contacts — business loses orders. We configure Bitrix24 telephony so every call becomes a manageable event: the system identifies the number via CRM, directs it to the right employee, creates a lead, and records the conversation. Proper setup reduces call handling time by 30% and boosts conversion to deals up to 25%. We have extensive experience with successful telephony integrations; moving to a SIP trunk provides significant savings on communication costs.

How to set up Bitrix24 telephony in one day?

Setting up Bitrix24 telephony starts with connecting a number. There are three ways:

  • Bitrix24 number — the fastest: rent a number directly in the Telephony → "Connect number" section. Bitrix24 provides Russian city and 8-800 numbers. The cloud PBX handles all calls; no external systems are needed. Setup takes 15 minutes.
  • SIP trunk from your provider — connect an existing number via SIP. In Telephony → "SIP connector", add your SIP account details: host, login, password, port. Typical setup with ready data takes 30–60 minutes.
  • Telephony app — for cloud PBXs (Mango, Sipuni, Zadarma), install the app from the marketplace. It registers the external PBX as a call source in Bitrix24.

SIP trunk parameters for connection:

Host: sip.provider.ru Port: 5060 Login: user number Password: provided during registration Protocol: UDP/TCP 

SIP trunk or telephony app: which to choose?

If you already have a number and want to keep it, choose a SIP trunk. It gives full control over routing and no monthly fee. A telephony app is convenient when you need advanced analytics from the cloud PBX, but you pay a subscription. We help you choose the option that fits your budget and infrastructure. SIP trunk setup is twice as fast as an app, and long-term it is 40% more economical. IVR menu improves call distribution accuracy threefold compared to manual transfer.

Criteria SIP trunk Telephony app
Monthly fee No Yes (subscription)
Routing control Full Limited by PBX capabilities
Setup speed 30–60 minutes 10–20 minutes (installation)
Analytics Basic (recording, statistics) Extended (PBX reports)

Inbound call routing

After connecting the number, configure where the call goes. In Telephony → Settings, for each number set the processing scheme:

Option How it works When to use
Specific employee Call goes to one person Direct line for manager
Queue Call sequentially rings available employees Sales department, support
Simultaneous ring Everyone rings at once, first to answer takes it Small team
IVR Voice menu with department selection Multiple departments or complex structure

Business hours. Each number has a schedule: work hours, weekends, holidays. Outside work hours — voicemail with the option to leave a message or forward to another number. In one project we configured night mode with forwarding to a senior manager — missed calls dropped by 40%.

How to avoid missed calls outside working hours and on holidays?

In the telephony configuration, you can set multiple time intervals: work hours, lunch break, weekends, and holidays. Bitrix24 supports importing custom holidays via CSV. We recommend different scenarios: during work hours — a queue, outside — IVR with voicemail that converts to a task.

Why is CRM integration important?

On an inbound call, Bitrix24 searches for the caller's number in the database:

  1. If a contact/company is found — the card opens for the responsible manager.
  2. If a deal is found — the deal card opens.
  3. If not found — a new lead is created (if auto-creation is enabled).

Auto-creation setup: Telephony → Settings → "Create lead on missed/new call". This automates the first contact and reduces response time to 5 seconds. We also configure call recording and linking to CRM entities — you always see the communication history.

How we do it: a real case

From our practice: an e-commerce store with 10 sales managers. Problem: calls were lost, clients waited over 3 minutes. We connected a SIP trunk from MTS, set up three-level IVR, established a queue with a maximum wait of 30 seconds, and enabled auto lead creation. Result: response time dropped to 20 seconds, conversion to orders increased by 20%. Call recordings helped identify frequent objections and improve sales scripts.

What's included in telephony setup

  • Connecting the number (rental, SIP trunk, or app)
  • Configuring routing (IVR, queue, simultaneous ring)
  • CRM integration (auto lead creation, contact linking)
  • Call recording and storage in CRM
  • Employee training and documentation handover
  • Technical support for 2 weeks after delivery

Process

  1. Analysis — study current call scheme, load, requirements.
  2. Design — choose connection method, design routing.
  3. Connection — configure SIP or app, register numbers.
  4. Configuration — set up IVR, queues, schedule, auto-creation.
  5. Testing — check all scenarios: inbound, outbound, transfer, recording.
  6. Training — instruct employees, hand over documents.

Timelines and cost

Basic setup of one number takes 1–3 hours. For projects with IVR, multiple numbers, and CRM integration — up to 2 days. Cost is calculated individually. Guarantee on setup — 2 weeks after delivery. Get a consultation from a certified engineer — we'll evaluate your project in one day. Contact us to start. Order telephony setup and receive 2 weeks of free support.

After setup, be sure to check:

  • All calls are correctly routed.
  • Leads are created for missed calls.
  • Calls are recorded and linked to the correct entities.
  • Business hours schedule and night mode work.
  • Notifications for missed calls are configured.