Synchronize CRM data automatically
workflows
03/31/2026
Complexity
Extensions+6–12
Development and implementation8–14 hours
Costfrom €390 (one-time)
Problem
In Bitrix24, data is not automatically synchronized between linked CRM elements (e.g. company ↔ contacts, deal ↔ company). Changes in one element do not lead to updates in linked elements. This leads to:
- Inconsistent data.
- Errors in reports and filters.
- High manual effort.
- Risk of incorrect data in emails and documents. Standard processes offer no flexible solution for targeted synchronization.
Solution
We implement an automatic synchronization between linked CRM elements. Examples:
- Change of the postal code field in the company → automatic transfer to all contacts.
- Change of the responsible person → update in deals and contacts.
- Change of status or category → synchronization in linked elements.
- Update of the address → transfer or creation of a task.
- Optional bidirectional synchronization (e.g. contact → company).
- Consideration of conditions and exceptions. Implementation includes:
- Business processes on changes.
- Custom logic via event handlers.
- Tests to avoid errors or endless loops.
Output
- Consistent and up-to-date data across the entire CRM.
- Reduction of errors by 80–95%.
- Time savings for employees.
- Higher data quality and better analytics.
- Flexible extensibility.
