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Bitrix24 and WhatsApp Business

Bring qualified leads from WhatsApp Business into Bitrix24.

Whatsplaid collects data from natural conversations on WhatsApp and sends structured leads to Bitrix24, helping your team continue the relationship within the CRM.

CRM Destination Bitrix24
Conversation source
Connected flow CRM updated
01
Contact on WhatsAppThe customer chats with the Whatsplaid agent.
input
02
Structured leadData, responses, and tags are organized.
lead
03
Bitrix24 receivesThe team tracks the lead within the CRM.
CRM
01

Support

The lead arrives via WhatsApp.

02

Collection

The agent captures important data.

03

Bitrix24

The CRM receives the qualified lead.

04

Follow-up

The team continues with context.

Integration scope

What this connection does and what its limits are.

See how data flows, which requirements apply, and what depends on the configuration you choose.

Mode

Direct connection to Bitrix24

Data retrieved

The published flow is for sending to Bitrix24 and does not announce CRM data retrieval.

Records created or updated

Sends the captured lead data according to the fields configured in the integration.

Direction

Whatsplaid → Bitrix24.

Trigger and frequency

The submission occurs after the capture and qualification configured in Whatsplaid.

Prerequisites

Bitrix24 account connected, capture configured, and necessary data mapping completed.

Plan required

Availability depends on the Whatsplaid plan and the terms of the Bitrix24 account.

Limitações

Fields, objects, funnels, duplicates and CRM data returns need to be confirmed in the project.

Step by step

How to enable the integration with Bitrix24.

After connecting, Whatsplaid will start sending leads collected on WhatsApp so the CRM receives contacts with more context and less manual work.

STEP 01

Connect Bitrix24

In the Whatsplaid dashboard, go to Integrations and enter the required information to connect your Bitrix24 account.

conexão
STEP 02

Set up capture

Set the questions the agent should ask to identify the contact, understand the interest, and qualify the lead.

questions
STEP 03

Organize fields and tags

Structure responses, tags, and information so that Bitrix24 receives data consistent with your business operations.

dados
STEP 04

Test a conversation

Simulate a WhatsApp support interaction, verify the collected data, and validate the lead submission to Bitrix24.

validation
STEP 05

Enable the operation

With the integration validated, new leads are sent to Bitrix24 according to the configured flow.

operação
What connects

Bitrix24 receives leads with conversation data.

The integration helps turn WhatsApp conversations into business records, providing information that supports follow-up, sales, and customer relationships.

Lead

Contact identified

Name, phone, email and other data captured by the agent can be sent automatically to Bitrix24.

Qualification

Helpful responses for sales

Whatsplaid collects requirement, interest, urgency, profile and other information defined in ADMIN.

Tags

Service organization

Tags and fields help classify leads by source, intent, product, segment, or priority.

Context

Better prepared team

The team continues support knowing what the lead has already shared during the WhatsApp conversation.

After connection

The CRM receives contacts captured via WhatsApp.

Whatsplaid does not replace Bitrix24. It feeds the CRM with qualified leads, reducing manual entry and keeping the team supplied with more complete information to act on.

Origem
Lead captured via WhatsplaidThe team identifies the origin of the conversation and the channel used by the contact.
CRM
Data ready for trackingBitrix24 receives contacts with responses, interests, and structured information.
Team
Less manual entryThe team doesn't need to copy data from WhatsApp into the CRM after each interaction.
Sales
Follow-up with contextThe history collected by the agent guides the next commercial approach.

Common questions about Bitrix24 and Whatsplaid.

What does the integration send to Bitrix24?

It sends lead data collected during the conversation, such as name, phone number, email, responses, tags, interests, and support context.

Does the lead need to fill out a form?

No. The agent collects the data during a natural conversation on WhatsApp, following the questions configured in the ADMIN.

Can I work with fields and tags?

Yes. The integration can use replies, tags, and configured information to keep the lead organized in Bitrix24.

Does this help the sales team?

Yes. The team receives leads with more context, less manual typing, and a better understanding of the contact's interest.

Does this integration replace Bitrix24?

No. Whatsplaid captures and qualifies contacts on WhatsApp. Bitrix24 remains the CRM for management, follow-up, and sales workflow.

CRM e Automação

Connect WhatsApp Business leads to Bitrix24.

Use Whatsplaid to capture, qualify, and automatically send contacts to Bitrix24.

Enable integration