B24

Outlook Bitrix24 Connector

Install the Outlook add-in and connect email messages to Bitrix24 CRM.

Install Outlook Add-in

Required
  1. Download the Outlook add-in manifest file: Download manifest.xml
  2. Open Outlook.
  3. On the Home tab, click the three dots in the top toolbar.
    Screenshot 1
  4. Select More apps, then Get add-ins.
    More apps menu Get add-ins menu item
  5. Open My add-ins.
    My add-ins
  6. Scroll down to Custom Add-ins.
  7. Click Add custom add-in -> Add from File... and select manifest.xml.
    Add custom add-in
  8. Open any email message in Outlook.
  9. Click the Apps icon in the top-right area of the opened email.
    Apps icon in email
  10. Open the Bitrix24 CRM Link add-in.
    Bitrix24 CRM Link add-in
  11. In the opened side panel, enter your Bitrix24 portal domain, for example demo.bitrix24.de and click Connect Bitrix24.
    Enter Bitrix24 domain
  12. Sign in to Bitrix24 in the opened window.
  13. In the CRM Entity section, select the CRM entity type (Deal, Lead, Contact, or Company) and find the required entity using search.
    Select CRM entity
  14. Select the required CRM entity and click Link to Bitrix24.
    Link to Bitrix24

The email will be added to the timeline of the selected CRM entity. Email attachments will also be transferred.

Additional Notes

Custom add-ins

In some corporate Outlook environments, installing custom add-ins can be restricted by organization policy. If Add custom add-in or Add from File... is not available, please contact your Microsoft 365 or Exchange administrator.

Panel pinning

If Outlook shows a pin icon in the add-in panel, pinning the panel can allow it to update automatically when you switch between emails. If the pin icon is not available, close and reopen the add-in after selecting another email.