Skip to main content
Integration CRM sends the leads captured by your Bitaqa cards to your CRM. You connect your account once, choose which Bitaqa fields fill which CRM fields, and leads are then sent automatically or when you choose.
CRM integrations are a Pro feature. Only the company owner can connect or reconnect a CRM.

Available CRMs

Connect a CRM

1

Open Integration CRM

  • Dashboard: click Integration CRM in the left menu.
  • Mobile app: open Settings, then Integration CRM in the Account section.
On your CRM’s card, click Connect.
Integration CRM page with automatic sync and the cards of the 8 CRMs
2

Connection

  • HubSpot, Salesforce, Zoho CRM, Pipedrive: click Connect with followed by the CRM’s name, then allow Bitaqa in the CRM’s window.
  • Microsoft Dynamics 365: enter the Environment address, then sign in to your Microsoft account.
  • Odoo: enter the Odoo address, the Database and the API key. The Login is only needed for Odoo versions before 19.
  • Dolibarr: enter the Dolibarr address and the API key. The “API REST” module must be enabled in Dolibarr.
  • Zapier: in Zapier, create a Webhooks by Zapier → Catch Hook trigger, then paste its address into Catch Hook URL.
For Salesforce and Dynamics 365, also choose under Create in the CRM as whether leads become a Contact or a Lead.
Salesforce Connection step with the Fields, Sync and Review steps and the Connect with Salesforce button
3

Fields

Match each Bitaqa field to the CRM field that should receive it. You can send:Full name, First name, Last name, E-mail, Phone, Company, Job title, Location, Note, Event, Source, Captured at, Lead score, Captured by and Card URL.
4

Sync

Under When the lead already exists in the CRM, choose:
  • Link to the existing record, change nothing
  • Update the existing record
  • Always create a new record
Turn on Also send later edits so that changes you make to a lead in Bitaqa later are sent to the CRM.
5

Review

Check the connection and the Fields sent, then click Save and activate.
Click Test connection to check that Bitaqa can reach your CRM. With Zapier, Send a test event sends a sample lead to your Zap.

Manage a connection

On a connected CRM’s card, click Manage. The CRM’s page shows its connection, its Fields and sync, Who can manage and the History of sends. Its buttons let you:
  • Pause: new leads are not sent until you click Activate.
  • Test connection: check that Bitaqa can still reach your CRM.
  • Edit: change the connection, the fields sent or the sync settings.
  • Disconnect: leads stop being sent and the credentials are deleted. The field mapping and the history are kept.
If access to the CRM expires, a Reconnect button appears.

Who can manage integrations

The company owner can always manage integrations. Under Who can manage, the owner can also allow Team Leaders and Team Users. Connecting or reconnecting a CRM stays with the owner. If your Pro plan ends, your settings are kept but sending stops.

Your CRM is not in the list?

Bitaqa builds custom integrations. In Using another CRM?, click Talk to us and tell us which CRM you use. To send your leads and follow each send, see Sync your leads with your CRM.