GPT Assistant in Bitrix24 for Automated Deal Completion and Client Email Drafting

Automation Objective

Managing deals within a CRM system often involves time-consuming operations such as copying information, manually summarizing requests, composing emails, and planning next steps. Integrating language models such as GPT enables automation of repetitive actions, reduces human involvement in template-based tasks, and enhances the accuracy of data entered into the CRM.

Use Cases

Common use cases for integrating GPT models into business processes via Bitrix24 include:

• Automatically populating deal fields based on incoming inquiries, chats, or emails.
• Drafting email templates using data fr om a deal.
• Analyzing communication history with a client to generate suggested next steps.
• Creating a deal summary based on message threads.

Technical Implementation in Bitrix24 Cloud Version

Integration is possible through the REST API and CRM workflow automation. An external AI service (such as the OpenAI API) is used in combination with webhooks, a custom application, or processing via an external server.

Business Process Setup

1. Create a new business process on the Deal entity.
2. Ins ert a “Webhook” block (HTTP request action).
3. Send deal context (e.g., description or inquiry details) in a POST request to an external handler.
4. The external service receives the parameters, forms a prompt, and sends it to the GPT API.
5. The GPT response is processed and returned to the business process.
6. The “Set Field Val ue” block writes the result into the relevant deal field (e.g., note, comment, email, etc.).

Example of an External Handler (PHP)

// Example of processing a webhook fr om Bitrix24
$input = json_decode(file_get_contents('php://input'), true);
$content = $input['description'] ?? '';

$prompt = "Generate a brief summary of the client's request:
" . $content;

$payload = [
    'model' => 'gpt-4',
    'messages' => [[
        'role' => 'user',
        'content' => $prompt
    ]],
    'temperature' => 0.7
];

$ch = curl_init('https://api.openai.com/v1/chat/completions');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, [
    'Content-Type: application/json',
    'Authorization: Bearer ' . getenv('OPENAI_API_KEY')
]);
curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($payload));
$response = curl_exec($ch);
curl_close($ch);

$data = json_decode($response, true);
$resultText = $data['choices'][0]['message']['content'] ?? '';

echo json_encode(['result' => $resultText]);
?>

Implementation Checklist

• External service with GPT API is connected.
• A PHP handler or alternative implementation (e.g., Node.js, Python) is in place.
• A business process or CRM robot is created in Bitrix24 to trigger the webhook.
• Required parameters fr om the entity (e.g., client description) are passed correctly.
• The result is returned and stored in the appropriate deal field.

Common Errors

• Sending text that exceeds the GPT token lim it.
• Insufficient control over response structure — without proper formatting instructions, results may vary.
• Lack of fallback handling in case of external API errors — leaves the system without a response.
• Breaking workflow SLAs due to long text generation times without timeouts.

FAQ

Can this approach be used in the on-premise version?

Yes, though it is recommended to use agents, events, and custom D7-based modules for greater customization.

Is OpenAI mandatory?

No, other models or local instances supporting compatible APIs (e.g., Azure OpenAI, HuggingFace) can be used.

Are there security limitations when transmitting data?

Yes, personally identifiable information should not be transferred unless encrypted or anonymized before transmission to third-party services.

Is multilingual input supported?

Yes, GPT can generate text in multiple languages if specified in the prompt. The requested language must be clearly indicated.

How can response formatting be enforced?

Formatting instructions can be included within the prompt, for example: “respond in JSON format with fields: subject, email body.”

Summary

Integrating GPT into Bitrix24 business processes enables automation of numerous text processing and data entry tasks. Utilizing the REST API, server-side logic, and standard CRM tools allows for efficient implementation without extensive platform modification.

Particular attention should be given to data security, response standardization, and processing architecture, especially when using public language models.

Need a second opinion?

Happy to discuss your project’s structure, explore possible integration approaches, or assist with technical evaluation. Typically, it helps to clarify:

• Which business logic needs automation and which systems are involved.
• What data is used, wh ere it comes from, and wh ere the results are written.
• What constraints exist (security, latency, infrastructure, or budget).