Support
The lead arrives via WhatsApp.
Bitrix24 Integration
Take qualified leads from WhatsApp to Bitrix24.
Whatsplaid collects data in natural conversations on WhatsApp and sends structured leads to Bitrix24, helping your team continue the relationship within the CRM.
CRM Destination
Conversation origin
Connected flow
CRM updated
01
Contact on WhatsAppThe customer chats with the Whatsplaid agent.
entry02
Structured leadData, responses, and tags are organized.
lead03
Bitrix24 receivesThe team monitors the lead within the CRM.
CRMCollection
The agent captures important data.
Bitrix24
The CRM receives the qualified contact.
Follow-up
The team continues with context.
Scope of the integration
What this connection does and what are its limits.
See how the data flows, what requirements apply, and what depends on the chosen configuration.
Direct connection with Bitrix24
The published flow is for sending to Bitrix24 and does not announce CRM data query.
Sends the captured lead data according to the fields configured in the integration.
Whatsplaid → Bitrix24.
The sending occurs after the capture and qualification configured in Whatsplaid.
Bitrix24 account connected, capture configured, and data mapping completed.
Availability according to the Whatsplaid plan and the Bitrix24 account conditions.
Fields, objects, funnels, duplicates, and CRM data return need to be confirmed in the project.
Step by step
How to activate the integration with Bitrix24.
After connecting, Whatsplaid begins sending the leads collected on WhatsApp so that the CRM receives contacts with more context and less manual work.
STEP 01Connect Bitrix24
In the Whatsplaid dashboard, go to Integrations and provide the necessary data to connect your Bitrix24 account.
STEP 02Configure capture
Define the questions the agent should ask to identify the contact, understand the interest, and qualify the lead.
STEP 03Organize fields and tags
Structure responses, tags, and information so that Bitrix24 receives data consistent with your commercial operation.
STEP 04Test a conversation
Simulate a WhatsApp service, check the collected data, and validate the lead being sent to Bitrix24.
STEP 05Activate the operation
With the integration validated, new leads are sent to Bitrix24 according to the configured flow.
What connects
Bitrix24 receives leads with conversation data.
The integration helps turn WhatsApp services into commercial records, with information that supports follow-up, sales, and relationship.
Contact identified
Name, phone, email, and other data captured by the agent can be automatically sent to Bitrix24.
Useful responses for sales
Whatsplaid collects needs, interest, urgency, profile, and other information defined in ADMIN.
Service organization
Tags and fields help classify leads by origin, intention, product, segment, or priority.
Better prepared team
The team continues the service knowing what the lead already informed during the WhatsApp conversation.
After connection
The CRM receives contacts captured by WhatsApp.
Whatsplaid does not replace Bitrix24. It feeds the CRM with qualified leads, reducing manual registration and keeping the team with more complete information to act.
Lead captured by WhatsplaidThe team identifies the origin of the conversation and the channel used by the contact.
Data ready for follow-upBitrix24 receives contacts with responses, interests, and structured information.
Less manual registrationThe team does not need to copy data from WhatsApp to the CRM after each service.
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 data of leads collected in the conversation, such as name, phone, email, responses, tags, interests, and context of the service.
Does the lead need to fill out a form?
No. The agent collects the data in a natural conversation on WhatsApp, following questions configured in ADMIN.
Can I work with fields and tags?
Yes. The integration can use responses, tags, and information configured 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 routine.
CRM e Automação
Activate integration
Connect WhatsApp leads to Bitrix24.
Use Whatsplaid to capture, qualify, and automatically send contacts to Bitrix24.