Find contact by phone or email
The Find contact robot searches the Bitrix24 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 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 |
Scenario: find a contact by phone from a call
- An inbound call creates a lead with a phone number
- The robot searches the CRM for a contact with that number
- If found, the contact ID is used to link the lead and avoid a duplicate