How to Connect WhatsApp Business API to Bitrix24 via Umnico

WhatsApp Business API is Meta’s official solution designed for medium and large businesses. It enables automated customer communication, CRM integrations, chatbot support, and bulk messaging. Unlike the WhatsApp Business App (intended for small businesses), the API offers greater flexibility, scalability, and advanced functionality.

Bitrix24 is a powerful CRM used by businesses and teams around the globe. It helps organize contacts, track deals, manage tasks, and streamline workflows.

By integrating WhatsApp Business API with Bitrix24 through Umnico, you bring the two platforms together — so you can manage conversations directly from your CRM, automate WhatsApp notifications and marketing message blasting based on triggers, ensuring a transparent and manageable sales pipeline.

Key benefits of integrating WhatsApp Business API with Bitrix24 via Umnico:

✅ All WhatsApp Business API chats land directly in Bitrix24 — each message creates a new deal automatically.

✅ Ability to reply to messages from WhatsApp Business API and rich out first using templates in the platform interface.

✅ Automate business processes: add tags, update statuses, assign team members.

✅ Connect unlimited accounts and channels — handle large volumes of messages and media.

✅ Get insights with detailed analytics on response times, inquiry sources, and team performance.

Contents

Before you start

Connecting WhatsApp Business API to Umnico

Connecting Bitrix24 to Umnico

Working with WhatsApp Business API inquiries in Bitrix24

Frequently Asked Questions (FAQ)

Help & Support

Related Guides & Articles

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Before you start

WhatsApp Business API operates exclusively through Meta’s servers. To connect a number to the WhatsApp Business API, it must be fully disconnected from the mobile app — otherwise, Meta will not approve the connection request.

Delete WhatsApp account from mobile app

To make your number available for WhatsApp Business API:

• Open WhatsApp or WhatsApp Business on your phone.
• Go to «Settings → Account → Delete Account».
• Enter your number in international format, select a reason, and confirm.

🔁 You can return the number to the mobile app 1–1.5 months after disconnecting it from the API.

⛔ Connecting the number back to the app before verification is complete will void your application. Doing so afterward will disable your API access.

Facebook business verification (optional)

Business verification is not required to register a WhatsApp Business API number. You can start by linking your phone number to your Facebook Page during setup.
However, official verification from Meta allows you to initiate up to 1,000 conversations per day and gradually increase this limit if you comply with their commerce policy. To learn how to verify your business read this article further.

Connecting WhatsApp Business API to Umnico

To start using WhatsApp Business API in Umnico, follow a few simple steps. The connection process only takes a few minutes.

Tutorial video

If video works better for you, check out the tutorial below to connect the channel.

Step-by-step guide

1. In your Umnico account go to «Channels → WhatsApp Business API».

2. Click «Connect» in the pop-up window.

1. In the opened window, click «Log in with Facebook». Log in or click «Continue as [your name]».

4. Follow these steps:

Select an existing Business Portfolio or create a new one in this window by providing the necessary information about your company.

Select or create a WhatsApp Business Account.

Confirm the number via SMS or voice call (for landline numbers).

Click «Continue», then «Finish».

5. Done! All incoming messages will now appear in Umnico. Your WhatsApp Business API account will be shown in the list of active channels.

Connecting Bitrix24 to Umnico

The next step is to link Umnico with your Bitrix24.

Tutorial Video

If you prefer visual instructions, watch our video. If you prefer a step-by-step breakdown, proceed to the next section.

Step-by-Step Guide

1. In your Bitrix24 interface, open the «Apps — Market» section from the left-hand menu.

2. Use the search bar to type in «Umnico».

3. Click «Install».

4. Accept the «Solution Catalog Terms», «License Agreement», and «Privacy Policy» by checking the boxes, then click «Install» again.

Once the installation is complete, click «Open Application».

5. Log in to your Umnico account within Bitrix24. Enter your login credentials and sign in.

6. When the authorization window appears, click «Connect».

7. Go to the «Connection» tab and click «Refresh connectors».

8. In the left-hand Bitrix24 menu, open the «Contact Center». If it’s not visible, search for the Contact Center in the top bar and pin it for quicker access.

9. In the Contact Center, you’ll see all available Umnico integrations listed as connectors. To connect WhatsApp Business API, click on the «WhatsApp Business API connector».

10. In the window that opens, click «Connect».

Then select the required Open Line and click «Save».

11. You’ll see a notification confirming that the channel has been successfully connected, and the connector will be highlighted in green.

From this point on, all messages from WhatsApp Business API will be routed to Bitrix24’s Open Lines. You can connect additional channels the same way.

12. Done! WhatsApp Business API is now fully integrated with Bitrix24.

You’ll see the Umnico widget in the sidebar — a tool that helps you manage chats and requests more efficiently. Learn more about its features in the «Umnico Widget in Bitrix24» guide.

Important Information About Umnico Integration with Bitrix24

‼️ Please note: If you’ve added new integrations in your Umnico workspace, don’t forget to click «Refresh connectors» in the Umnico app settings. Otherwise, the new channels won’t appear in the Contact Center.

Working with WhatsApp Business API Inquiries in Bitrix24

Integrating WhatsApp Business API with Bitrix24 allows you to manage customer conversations quickly, clearly, and in one place — speeding up response time and improving your support and sales processes.

💬 New Inquiries = New Deals or Tasks

By default, every new message from WhatsApp Business API creates a new deal in Bitrix24. If the contact or company doesn’t exist yet, it’s created automatically. If you prefer to handle inquiries as tasks instead, you can switch this in Open Line settings. Use deals for sales, and tasks for support — it’s fully flexible based on your process.

🔗 Linking Messages to Existing Contacts

If the customer already exists in your CRM (by name or phone number), Bitrix24 automatically links the incoming WhatsApp Business API message to their profile. This keeps your communication history unified and prevents duplicates.

📨 Initiating Conversations with Clients

By default, Bitrix24 doesn’t include a built-in «Reach out First» button for messengers. However, you can initiate a conversation manually from any lead, deal, contact, or company card using Telegram or other Open Line channels (e.g., WhatsApp, Viber).

💡 Use the «New message» button in the Umnico widget to streamline communication. Umnico widget allows you to reach out first across Telegram Personal, WhatsApp, Email, and WhatsApp Business API. It also supports rich text formatting, attachments, and more.

🔄 Continuing Conversations in Closed Deals

If a customer messages you again after a deal has been closed, Bitrix24 can either reopen the existing deal or create a new one — depending on your CRM channel settings: CRM → Open Lines → Channel Settings.

👥 Manual and Automatic Routing

Incoming messages can be assigned either manually or automatically. In Open Line settings, you can configure queues, routing rules, and team member priorities — ensuring each message goes to the right person.

📊 Reporting and Analytics

Bitrix24 provides detailed reports on inquiries, task handling, and team performance. Reports are available under Analytics and can be customized based on access roles and team structure.

Frequently Asked Questions (FAQ)

❓ Can I connect multiple WhatsApp Business API accounts?

Yes, you can link multiple WhatsApp Business API accounts by setting up separate Open Lines for each. Umnico acts as a connector between WhatsApp Business API and Bitrix24, making it easy to manage multiple accounts in one place.

❓ Will previous message history sync automatically?

No. Message history only syncs starting from the first incoming message after the integration is connected. Previous conversations aren’t imported.

❓ Is the data transfer secure?

Yes, all data is encrypted and transmitted securely. Umnico does not store your data on external servers.

❓ Are files and attachments supported?

Yes, all types of attachments — text, images, documents, audio, and video — are fully supported and accessible inside Bitrix24.

❓ What’s the maximum file size I can send or receive?

The file size limit is 50 MB per message.

Help & Support

If you have any questions, feel free to contact us — we're happy to assist.

To reach Umnico support, click the «Chat with support» bubble in the bottom-right corner of your screen. Or go to the «Help → Chat with Support» section in your Personal account.

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