Bit CRM Integrations

Bit CRM + Bit Integrations
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Connect Bit CRM with hundreds of WordPress plugins, SaaS tools, and business platforms for free. Automate contacts, deals, and follow-ups without custom code or extra subscriptions.

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Supported events

Explore every Bit CRM trigger and action event in Bit Integrations

Bit Integrations supports Bit CRM as both a trigger and an action. Here's every event you can build an automation around.

Triggers

66 available triggers events

Lead Created

Lead Updated

Lead Trashed

Lead Converted

Tag Attached To Lead

Tag Detached From Lead

Tags Attached To Leads (Bulk)

Tags Detached From Leads (Bulk)

Contact Created

Contact Updated

Contact Trashed

Tag Attached To Contact

Tag Detached From Contact

Tags Attached To Contacts (Bulk)

Tags Detached From Contacts (Bulk)

Company Created

Company Updated

Company Trashed

Tag Attached To Company

Tag Detached From Company

Tags Attached To Companies (Bulk)

Tags Detached From Companies (Bulk)

Deal Created

Deal Updated

Deal Trashed

Deal Stage Updated

Tag Attached To Deal

Tag Detached From Deal

Tags Attached To Deals (Bulk)

Tags Detached From Deals (Bulk)

Product Created

Product Updated

Product Trashed

Tag Attached To Product

Tag Detached From Product

Tags Attached To Products (Bulk)

Tags Detached From Products (Bulk)

Tag Created

Tag Updated

Tag Deleted

Note Created

Note Updated

Note Deleted

Task Created

Task Updated

Task Status Updated

Task Deleted

Meeting Created

Meeting Updated

Meeting Status Updated

Meeting Deleted

Call Created

Call Updated

Call Status Updated

Call Deleted

Attachment Created

Attachment Deleted

Link Created

Link Updated

Link Deleted

Invoice Created

Invoice Updated

Invoice Status Updated

Invoice Trashed

Client Portal Access Granted

Client Portal Access Revoked

Actions

53 available action events

Create Lead

Update Lead

Delete Lead

Add Tag To Lead

Remove Tag From Lead

Convert Lead

Create Contact

Update Contact

Delete Contact

Add Tag To Contact

Remove Tag From Contact

Create Company

Update Company

Delete Company

Add Tag To Company

Remove Tag From Company

Create Deal

Update Deal

Delete Deal

Update Deal Stage

Add Tag To Deal

Remove Tag From Deal

Create Product

Update Product

Delete Product

Add Tag To Product

Remove Tag From Product

Create Tag

Update Tag

Delete Tag

Create Note

Update Note

Delete Note

Create Task

Update Task

Update Task Status

Delete Task

Create Meeting

Update Meeting

Update Meeting Status

Delete Meeting

Create Call

Update Call

Update Call Status

Delete Call

Create Invoice

Update Invoice

Update Invoice Status

Delete Invoice

Grant Portal Access

Update Portal Capabilities

Update Portal Password

Revoke Portal Access

CONNECT IN 3 STEPS

How Bit CRM and Bit Integrations work together

Connect Bit CRM with external platforms in three simple steps:

STEP 1

Select a Trigger

When something happens in Bit CRM..." A lead walks in. A deal moves forward. A task gets done. An invoice goes out. Bit Integrations notices, and now you can instantly send that data to external platforms automatically.

STEP 2

Choose an Action

Your forms and apps, flowing straight into Bit CRM. Someone fills out a form, places an order, or books a call, and Bit CRM automatically creates the right record. A lead, a contact, a deal, a task, exactly where it belongs

STEP 3

Map Fields & Add Conditions

Field Mapping = The right data lands in the right place
Conditional Logic = Only do this when it actually matters

bidirectional syncing

Create Two-Way Automation with Bit CRM

Use Bit CRM as a trigger to sync data out, or as an action to capture leads and customer data coming in.

Your Desired Business Tools

Bit CRM as Trigger

Whenever something happens in Bit CRM, instantly send that data to your favorite tools. Keep your entire marketing stack, team communication, and reporting tools in perfect sync.

BIt CRM Slack Integration | Bit CRM Google Sheets Integration

New Lead Created

Send Slack notification

Create Google Sheet row

Bit CRM Google Calendar Integration | Bit CRM WhatsApp Integration

Deal Stage Changed to “Won”

Create a follow-up event in Google Calendar

Send a WhatsApp notification

Bit CRM ClickUp Integration | Bit CRM Notion Integration | Bit CRM Trello Integration

New Contact or Task Completed

Update project in ClickUp, Notion, or Trello

Bit CRM Telegram Integration | Bit CRM Airtable Integration

Invoice Generated

Create an invoice record in Airtable

Notify finance team via Telegram

Bit CRM Zoho Sheets Integration

Deal Value Updated

Trigger conditional workflows in Zoho Sheets or your favorite

Your Day to Day Used Plugins

Bit CRM as Action

Capture leads- through contact forms and customer data from your WordPress website and automatically push them into Bit CRM, without any manual work.

CF7 Bit CRM Integration | WPForms Bit CRM Integration | Elmemntor Bit CRM Integration

CF7, WPForms & Elementor Forms

Automatically create Lead + Contact + Task in Bit CRM

WooCommerce Bit CRM Integration

WooCommerce Orders

Create Deal + Company + Invoice with full order details

Gravity Forms Bit CRM Integration | Fluent Forms Bit CRM Integration

Gravity Forms & Fluent Forms

Create Leads or Contacts with smart field mapping

MemberPress Bit CRM Integration | Easy Digital Downloads Bit CRM Integration

MemberPress / Easy Digital Downloads

Create Contacts + Deals for new memberships or purchases

Forminator Quiz And Poll Bit CRM Integration

Quiz/Survey Forms

Generate Leads with lead scoring potential

NO NATIVE INTEGRATION?

Expand Bit CRM Integrations with Incoming Webhooks in Bit Integrations

Connect webhook-enabled platforms to Bit CRM, even when a native integration is unavailable in Bit Integrations

Use Bit Integrations’ Incoming Webhook to:

Receive data from any webhook-enabled platform
Map incoming data to the correct Bit CRM fields
Create leads, contacts, companies, deals, activities, invoices, and more automatically

WHY IT WORKS BETTER

Why Choose Bit Integrations for Bit CRM Automation?

Build flexible, no-code Bit CRM workflows without relying on separate automation services or custom development.

Automate data in both directions

Use Bit CRM events as triggers to send data to external tools, or use Bit CRM actions to create new CRM records from WordPress forms, purchases, memberships, and other site activities.

Run workflows only when they are relevant

Apply conditional logic based on lead source, deal value, order status, product, form selection, tags, or other available data.

Reduce repetitive CRM data entry

Automatically create leads, contacts, companies, deals, products, and invoices instead of manually copying information between WordPress and Bit CRM.

Build workflows without custom code

Configure triggers, actions, field mapping, and conditions from the WordPress dashboard without developing and maintaining a custom integration.

Map data to the correct CRM fields

Match form fields, customer details, order information, product data, and webhook payload values with the appropriate Bit CRM fields.

Connect platforms without a native integration

Use Incoming Webhooks to receive structured data from webhook-enabled applications and send it directly to Bit CRM.

Keep teams informed automatically

Send important Bit CRM updates to platforms such as Slack, Telegram, WhatsApp, Google Sheets, or project management tools.

Keep CRM records accurate and up to date

Automatically update leads, contacts, companies, deals, activities, and invoice statuses whenever related information changes, helping prevent outdated or inconsistent CRM data.

FAQ

Frequently Asked Questions

Common questions about Bit CRM Integration with Bit Integrations

It hooks directly into the actions Bit CRM fires when a record is created, updated, or tagged. No polling, no cron. The workflow runs in the same request as the event.

Field mapping controls this. Map an identifying field like email, then use conditional logic to decide whether to create a new record or update existing data.

Yes. But you need to create separate integrations for each. A new lead can post to Slack, add a Google Sheets row, and create a ClickUp task from a single flow. Each action has its own field mapping and conditions.

Yes. They load with the field list during setup. If you add a new custom field later, refresh the field list inside the integration to make it selectable.

Bit Integrations paces requests to stay within each platform's published limits. Each action is one outbound request, so use conditions to avoid firing on records that do not need to sync.

The run is saved in the log with the data sent and the response received, which usually names the exact problem. Failed task email alerts notify you right away.

In your own WordPress database. Requests go straight from your server to the destination API over SSL/TLS, with no third party in between.

Yes. Bit Integrations supports WordPress action hooks, custom triggers, incoming & outgoing webhooks, and a custom PHP action for running your own function as a step in the flow.

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Bit CRM + Bit Integrations Unlock Limitless Bit CRM Automation (Free)