Bitrix24 and WhatsApp Integration - How it works!

The integration of WhatsApp in Bitrix24 offers numerous advantages and opens up new opportunities for businesses. The integration of WhatsApp in Bitrix24 opens up a wide range of communication and collaboration possibilities. You can communicate with your customers and partners via WhatsApp directly from the Bitrix24 platform. This means that you no longer have to switch back and forth between different applications, but can consolidate all communication in one central location and also take advantage of the ever-popular WhatsApp messenger.

With the integration of WhatsApp in Bitrix24, you can centralize your communication, manage information better and set up automated workflows. This not only improves the efficiency of your work processes, but can also strengthen customer loyalty and ultimately increase your company's success.

In this article, you will learn how to successfully integrate WhatsApp into Bitrix24 to optimize your business processes and work more efficiently.

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What is Bitrix24?

Before we delve deeper into the integration of WhatsApp with Bitrix24, it is important to give an overview of Bitrix24 itself. Bitrix24 is a comprehensive business platform that allows companies to centralize communication, collaboration and project management in one place.

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Bitrix 24 logo

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Bitrix24 offers a wide range of features and tools to help companies manage their daily workflow more efficiently. These include:

Communication: Bitrix24 provides various means of communication, including e-mails, chat, video conferencing and telephony. This allows team members to seamlessly interact and share information.

‍Collaboration: Bitrix24 enables teams to work together on projects, share and edit documents, manage tasks and track the progress of their work. The platform promotes collaboration and ensures effective teamwork.

‍CustomerRelationship Management (CRM): Bitrix24 offers an integrated CRM system that allows companies to manage their customer contacts, sales opportunities, quotes and orders. This enables sales teams to work more effectively and improve customer service.
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‍Automation: Bitrix24 enables the automation of recurring tasks and workflows. This saves time and reduces human error. For example, automatic notifications, reminders or escalations to the next higher management level can be set up.

Mobile support: Bitrix24 is available via the web browser as well as via mobile apps for iOS and Android. This allows users to access their data from anywhere and work productively on the go.

Bitrix24 offers a comprehensive solution for companies to improve their internal processes, optimize communication and strengthen collaboration. The integration of WhatsApp extends the functionality of Bitrix24 by providing another powerful communication option used by many people around the world.

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Bitrix24 and WhatsApp integration: advantages and use cases

The integration of WhatsApp in Bitrix24 offers numerous advantages and opens up a wide range of use cases for companies. Here are the most important aspects you should consider:

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Efficient communication and better customer experience: By integrating WhatsApp into Bitrix24, you can simplify your communication across channels and offer your customers a convenient way to contact you. After all, over 60 million people in Germany use WhatsApp every day and most of them prefer simple and personal communication via WhatsApp - not only with friends and family, but also with companies. Your company's service department can quickly respond to inquiries, share information, and provide support, resulting in an improved customer experience.

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Central data storage and automated workflows: The integration enables central storage of customer data and communication histories in Bitrix24. You have all relevant information in one place and can set up automated workflows to optimize processes and respond in a timely manner.

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Team collaboration and project management: Linking WhatsApp with Bitrix24 facilitates collaboration in teams. Team members can share information, assign tasks and track project progress. This strengthens team communication and improves efficiency in project management.

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Sales and customer retention: The integration of WhatsApp in Bitrix24 offers sales staff the opportunity to directly address potential customers, send offers and make the sales process more efficient. In addition, you can build close customer loyalty thanks to the particularly personal user atmosphere via WhatsApp.

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Event communication and customer support: When organizing events, you can use WhatsApp to communicate with attendees, send invitations and share details. In addition, the integration enables effective customer support via the popular messaging platform.

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The integration of WhatsApp into Bitrix24 opens up numerous opportunities to improve communication, collaboration and efficiency in your company. From efficient customer communication to automated workflows and optimized team collaboration - the combination of both platforms adds value to your business.

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How to integrate Bitrix24 and WhatsApp?

To integrate WhatsApp into Bitrix24, you need a third-party provider with appropriate WhatsApp API software - there's no way around it!

Mateo is such a WhatsApp API provider: You can run WhatsApp newsletter marketing, provided your customers have given consent to receive messages. Moreover, Mateo 's central inbox integrates various other messaging channels besides WhatsApp, such as Facebook, Instagram, email and SMS. In addition, automated rating management allows you to significantly improve your Google ratings and integrate over 6,000 other apps into Mateo's communication software away from Bitrix24. With Mateo, WhatsApp and Bitrix24 are linked via Zapier software. You can find out how this works in the following paragraph!
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Diagram of the integration of Mateo, Zapier and Bitrix24 — Thanks to Mateo and Zapier, you can integrate WhatsApp with Bitrix24 and many other apps. Without the WhatsApp Business API interface, linking is not possible.

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Here you can find an overview of all applications that can be linked to Mateo through Zapier. If you have any questions, please feel free to contact us or book a free consultation appointment directly.

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Integrate and use WhatsApp and Bitrix24 with Mateo and Zapier

A short digression: What is Zapier and how does it work?

Zapier is a powerful software tool that allows automating recurring tasks between different applications. With Zapier, you can connect over 6,000 apps and create workflows without requiring extensive programming skills. This automation saves you time and resources by eliminating manual tasks and allowing you to seamlessly share data between different platforms. Zapier supports a wide range of apps and services, giving you the ability to share data between your favorite tools to make your workflows more efficient. You can automate various actions such as sending emails, entering data in spreadsheets, sending notifications in messaging apps or scheduling social media posts. Zapier thus allows you to focus on more important tasks by automating repetitive and time-consuming tasks. A particularly interesting feature is the ability to send automated WhatsApp messages when predefined events occur in other software apps.
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Logos of software applications supported by Zapier — Zapier supports the linking of over 6,000 software applications

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Requirements for the integration of WhatsApp and Bitrix24

There is an access to the WhatsApp API interface, e.g. via Mateo's professional messaging tool
You have a Bitrix24 account that is connected to your business processes
You have access to a Zapier account with permission to edit zaps
You have formulated WhatsApp message templates for the intended use (e.g. an order confirmation), submitted them to Meta and got them approved

Requirements not met? We are happy to support you! Simply write to us via our web widget or arrange a free consultation appointment.

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Instruction: Integrate Bitrix24 and WhatsApp

All requirements met? Then you can start linking WhatsApp, Mateo and Bitrix24
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Log in to Zapier
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Create a new "Zap" with the button in the left corner
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Select Bitrix24 as "Trigger" if you want to send a WhatsApp message on certain events in Bitrix24 or as "Action" if you want to perform an action in Bitrix24 on incoming WhatsApp messages
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Accordingly, select their WhatsApp API provider (e.g. Mateo) as "Action" (e.g. Send WhatsApp message template) or as "Trigger" (e.g. Receive WhatsApp message)
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Confirm the new Zap and make it live
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Congratulations! Fully automated WhatsApp messages are now sent. For example, customers receive an order confirmation and shipping information via WhatsApp for each new order.
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Mateo and Bitrix24 diagram in practice — Example of how Mateo's Bitrix24 integration works

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Other advantages of Mateo

Mateo has much more to offer. Our customers particularly appreciate the following advantages:

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Central user interface

In addition to WhatsApp Business API, Mateo bundles many other communication channels such as email, Instagram, Google Business Chat, SMS or Facebook Messenger in a central inbox. On the intuitive and clear user interface, you will find various helpful tools for particularly efficient customer communication. For your customers, a web widget with the message channels you support is available for particularly easy contact.

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Custom Message Templates

Thanks to various message templates that can be created individually, the amount of paperwork is minimized and the efficiency of customer communication is increased. This means that personnel resources in the service area can be deployed elsewhere.

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WhatsApp & SMS Marketing Newsletter

With Mateo's WhatsApp API solution, newsletters can be sent in a GDPR-compliant manner. Due to the first-class open rate of 98% for WhatsApp messages, marketing can thus be done much better than via email or other channels. With Mateo, you can also send your marketing newsletters automatically via SMS.
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More positive Google reviews

With Mateo, you create an outstanding customer experience. Mateo can automatically request online reviews from your customers. The more reviews you have, the better you will be found on Google, for example. Reviews also create trust in your company.

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Privacy

Mateo's messaging tool is compatible with all German and European legally binding data protection requirements. If the law changes, the software will be revised accordingly. For absolutely secure customer communication, all messages are encrypted end-to-end. You can read all the info about the GDPR when using WhatsApp in our article"WhatsApp Business and GDPR". This will help you avoid the warnings, severe penalties and expensive legal costs that often occur in the event of non-compliance with the GDPR (= use of the standard WhatsApp Business app).

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Scalability for all company sizes

The scalability of the messaging tool has been confirmed by the large number of companies already using Mateo with great satisfaction. Whether customers have just a few employees or many hundreds, the software works smoothly and, depending on the package, with an unlimited number of end devices, users and phone numbers. The fact that Mateo significantly reduces the workload in the customer service area opens up new growth opportunities for many companies.

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Low cost provider for WhatsApp Business API

With an entry-level price of just 79 euros per month, Mateo is a cost-effective provider for WhatsApp Business API solutions on the German market. Combined with the integration of additional communication channels and various helpful tools, Mateo offers excellent value for money. Mateo's personal customer support assists companies with every step of the integration, ensuring very low barriers to entry.

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Bitrix24 and WhatsApp Integration - Tutorial [October 2023]