Bitrix24 and WhatsApp integration — guide [October 2023]

What is Bitrix24?

Before we dive deeper into how to integrate WhatsApp with Bitrix24, it's important to give an overview of Bitrix24 itself. Bitrix24 is a comprehensive business platform that enables companies to centralize communication, collaboration, and project management in one place.

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Bitrix24 offers a variety of features and tools that help companies make daily work processes more efficient. These include:

Communication: Bitrix24 provides various means of communication, including emails, chat, video conferences, and telephony. This allows team members to seamlessly interact with each other and share information.

‍Collaboration: With Bitrix24, teams can 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.

‍Customer relationship management (CRM): Bitrix24 offers an integrated CRM system that allows companies to manage their customer contacts, sales opportunities, offers, and orders. As a result, sales teams can work more effectively and improve customer service.
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‍automation: Bitrix24 allows you to automate repetitive tasks and workflows. This saves time and reduces human errors. For example, automatic notifications, reminders or escalations to the next higher level of management can be set up.

Mobile Support: Bitrix24 is available both via web browsers and mobile apps for iOS and Android. As a result, users have access to their data from anywhere and can work productively even on the go.

Bitrix24 provides a comprehensive solution for companies to improve their internal processes, optimize communication, and strengthen collaboration. The integration of WhatsApp extends Bitrix24's functionality by providing another powerful communication option that is used by many people worldwide.

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Bitrix24 and WhatsApp integration: benefits and use cases

Integrating WhatsApp into Bitrix24 offers numerous benefits and opens up a wide range of use cases for companies. Here are the key things to 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 them. Finally use via 60 million people in Germany daily WhatsApp and most of them prefer simple and personal communication via WhatsApp — not only with friends and family, but also with companies. Your organization's service department can quickly respond to inquiries, share information, and provide support, resulting in an improved customer experience.

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Centralized data storage and automated workflows: The integration enables the central storage of customer data and communication processes in Bitrix24. You have all relevant information in one place and can set up automated workflows to optimize processes and react promptly.

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Team collaboration and project management: Linking WhatsApp to Bitrix24 makes team collaboration easier. 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 loyalty: Integrating WhatsApp with Bitrix24 gives salespeople the opportunity to address potential customers directly, send offers and make the sales process more efficient. In addition, thanks to the particularly personal user atmosphere via WhatsApp build a close customer relationship.

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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. The integration also enables effective customer support via the popular messaging platform.

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Integrating WhatsApp with Bitrix24 opens up numerous opportunities to improve communication, collaboration, and efficiency within your organization. From efficient customer communication to automated workflows to optimized team collaboration — the combination of both platforms offers added value for your company.

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How do you integrate Bitrix24 and WhatsApp?

To integrate WhatsApp into Bitrix24, you need a third-party provider with the appropriate WhatsApp API Software — there is no way around it!

hellomateo is one such WhatsApp API provider: You can Do WhatsApp newsletter marketing, provided that your customers have given their consent to receive messages. In addition, in hellomateo's central inbox In addition to WhatsApp, it also integrates various other message channels such as Facebook, Instagram, e-mail and SMS. You can also use the automated assessment management Significantly improve your Google ratings and over 6,000 away from Bitrix24 Integrate additional apps into hellomateo's communication software. WhatsApp and Bitrix24 are linked to hellomateo via the Zapier software. You can find out how this works in the following paragraph!
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Here is an overview of all applications that can be linked to hellomateo using Zapier. If you have any questions, please feel free to contact us or contact us directly Book a free consultation.

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Integrate and use WhatsApp and Bitrix24 with hellomateo and Zapier

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

Zapier is a powerful software tool that enables the automation of repetitive tasks between different applications. With Zapier, you can over 6,000 apps connect with each other and create workflows without the need for extensive programming knowledge. This automation saves you time and resources as you can eliminate manual tasks and seamlessly share data between different platforms. Zapier supports a wide range of apps and services and allows you to share data between your favorite tools to make your workflows more efficient. You can automate various actions, such as sending emails, entering data into spreadsheets, sending notifications in messaging apps, or scheduling social media posts. Zapier thus enables you to focus on more important tasks by automating repetitive and time-consuming tasks. A particularly interesting feature is the ability to automates sending WhatsApp messageswhen predefined events occur in other software applications.
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Requirements for the integration of WhatsApp and Bitrix24

• There is access to the WhatsApp API interface, e.g. via the professional messaging tool from hellomateo
• 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 purpose (e.g. an order confirmation), submitted to Meta and received approval

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

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Instructions: Integrate Bitrix24 and WhatsApp

Meets all requirements? Then you can start linking WhatsApp, hellomateo and Bitrix24
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1. Sign in to Zapier
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2. Create a new “Zap” using the button in the left corner
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3. Select Bitrix24 as “trigger” if you want to send a WhatsApp message when there are certain events in Bitrix24, or as an “action” if you want to take action on incoming WhatsApp messages in Bitrix24
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4. Accordingly, select your WhatsApp API provider (e.g. hellomateo) as an “action” (e.g. send a WhatsApp message template) or as a “trigger” (e.g. receive a WhatsApp message)
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5. Confirm the new Zap and make it live
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6. Congratulations! Fully automated WhatsApp messages are now being sent. For example, customers receive an order confirmation and shipping information via WhatsApp with every new order.
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More benefits of hellomateo

hellomateo has much more to offer than just the integration of WhatsApp into Bitrix24. Our customers particularly appreciate the following benefits:

• ‍Central user interface: hellomateo combines WhatsApp Business Platform, email, Instagram, SMS and Facebook Messenger in one central inbox. The intuitive user interface includes various tools for efficient customer communication and saves you valuable working time.
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• integrations: With hellomateo, you can use WhatsApp in integrate over 6,000 software programs and fully automated Customer trips create with invitations, order confirmations, shipping information, invoices, and reminders.
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• Newsletter marketing: Send GDPR-compliant Newsletter via WhatsApp or SMS and benefit from opening rates of over 95%.‍
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• Assessment management: hellomateo can Automatically request online reviews from your customers, which boosts your Google ranking and trust in your company.
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• ‍Data protection: hellomateo meets all German and European Data protection requirements and offers end-to-end encryption for secure customer communication.
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• scalability: Our software is suitable for Businesses of all sizes and can be extended indefinitely depending on the package.‍
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• ‍Diverse AI features: Our AI agent can automatically answer customer inquiries in chat, answer calls, help with the formulation of messages and much more.
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Arrange a non-binding and free consultation and we'll show you how hellomateo covers your communication needs! Simply book an appointment here or write to us via our web widget.

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