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Find contact by phone or email

The Find contact robot searches the Bitrix24 (Alaio) CRM for a contact by phone number or email address. It takes one of two fields, phone or email, and returns the ID and name of the first match, all matching IDs, and a Found flag (Y/N). Works in Bitrix24 business processes and robots.

The robot searches the Bitrix24 (Alaio) CRM for a contact by phone number or email address: fill in one of the two fields; if both are filled, phone takes priority. Typical use cases: link a new deal or lead to an existing contact using the phone number from an inbound request, or check for a duplicate before creating a contact. The robot returns the ID and name of the first contact found, the full list of matching IDs, and a Found flag (Y/N). Use the result in the next steps of the business process: build a condition on the Y/N flag in the workflow designer and pass the ID to a binding field or to another robot.

What input parameters does the robot accept?

Parameter Type Required? Default
Phone (leave empty if searching by email) string —
Email (leave empty if searching by phone) string —

What does the robot return?

Parameter Type
Contact ID int
Contact name string
All found IDs int
Found (Y/N) string

What errors can the robot return?

The robot writes these messages to the business process log when it cannot complete a step. The text tells you what to fix in the settings or the data.

  • Error: provide a phone or email
  • API error
  • Contact not found

Scenario: find a contact by phone from a call

  1. An inbound call creates a lead with a phone number
  2. The robot searches the CRM for a contact with that number
  3. If found, the contact ID is used to link the lead and avoid a duplicate

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