WhatsApp in Bitrix24 CRM, Umnico Widget

WhatsApp and Bitrix24 Integration

Fast and convenient WhatsApp integration with Bitrix24 CRM.

Chat with your clients directly in Bitrix24 via WhatsApp. A contact card is created automatically for a new inquiry, and the entire communication history is stored in the CRM system, not on smartphones.

Try it for free
Multiple account
Connect multiple messenger accounts
Chat via multiple WhatsApp numbers at once. Choose the messenger account you need and reach out to a client first
Inquiry
Distribute inquiries and set access rights
Assign each specialist their own WhatsApp number, limit access to particular chats for your agents
Message blasting
Send bulk messaging via WhatsApp
Inform your customers by sending messages to your contact list automatically or manually via WhatsApp
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Why do you need Bitrix24 and WhatsApp integration?

The integration of WhatsApp and Bitrix24 CRM enables you to combine the capabilities of the customer relationship management system with the world’s most popular instant messenger. Furthermore, Umnico integration allows connect WhatsApp to Bitrix24 Open Lines. All conversations with customers from the chat app are received in the CRM system and are not stored on employees' devices.


Using the integration, you can optimize the work of sales and support departments, automatically distribute inquiries among them, control employee correspondence, and collect data about each client to increase sales.

What tasks does the WhatsApp integration with the CRM solve?

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Saving time on routine processes
Your agents spend a lot of time on a daily routine? Free up your employees' time by automating typical tasks and business processes in CRM
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Accessing all client chat records
Customer correspondence is stored on employees' phones only? Save all client contacts and chat records inside the CRM system, which will allow you to keep customer communication under control
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Improving Conversation to Deals
Do you message a lot, but have few deals? Automate your communication with chatbots and process more inquiries with the same volume of traffic
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Minimizing missed calls
Are your customers unreachable by phone and not reading your emails? Start bulk messaging via WhatsApp and inform a broad audience about promotions with a 95% read rate
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Keeping customer profile at hand
No customer information when you need it the most? Create a complete customer profile right in the deal card, including order history, client problems and preferences
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Controlling prospect churn
Are prospects leaving without waiting for an answer? Answer typical questions fast with message templates and process inquiries 24/7 using chatbots

Advantages of WhatsApp integration with Bitrix24 by Umnico

Our robust messenger integration enables your employees to text clients directly from Bitrix24, automate work with requests, and have multiple conversations in a single Umnico widget window.

Reach your client first with WhatsApp and Bitrix24 CRM

Reach out to clients first via phone numbers

Combine WhatsApp and Bitrix24 with Umnico and reach out to customers first directly from the deal card or widget. You do not need to add the number to your phone contacts list. If your client does not have a WhatsApp account, another popular messenger can be used to reach them.

Use all features of the popular messenger, send messages, files, and mailings without time delays or traffic limitations.

Text, images, audio and files sharing with WhatsApp and Bitrix24 CRM + GPT-empowered chatbot

Automate customer communication with Bitrix24

Save sales rep’s time so they can process more inquiries. Set up templates or auto-responses for typical customer questions, as well as notifications during after hours. Set appointment reminders by timer or action. Automatically distribute inquiries among employees according to scenarios and work schedules. Employ chatbots to solve typical tasks and process typical inquiries. Bots will save you and your agents from routine.

Umnico supports all the functionality of Bitrix’s Business Processes and Robots, which allows you to automate most work scenarios.

Umnico - one widget to process all inquiries

Process all inquiries in a single chat center widget window

All WhatsApp messages from customers are sent to a single interface of the multifunctional Umnico widget. Therefore, you no longer need to keep multiple windows opened or use your phone to communicate via WhatsApp. To find the information you need, set up and use filters, search across contacts and messages, attach the necessary files without traffic limits.

Quote buyers' messages to improve the quality of conversions. Send a series of photos in one message. Accompany your messages with audio and video files to make the product presentation stunning.

WhatsApp logo

Turn WhatsApp messenger into a comfortable workspace

Connect WhatsApp to Bitrix24 CRM in just a few minutes and be always in touch with your customers

WhatsApp chat with clients in Bitrix24 mobile application

Chat from Bitrix24 mobile app

Reply to messages in the mobile application of the CRM system. All your records will be saved within the system and accessible from your computer.

The application supports all Bitrix24 and WhatsApp functionality, including the features of all connected integrations: Instagram, VK, Facebook, Telegram, and Live Chat.

WhatsApp chats monitoring in Bitrix24 CRM

Control your sales reps’ correspondence with clients

Connect any number of employees’ dedicated WhatsApp accounts to Umnico and track all correspondence, monitor the quality and speed of responses, and track message delivery status (sent, read).

A manager has access to all conversations and employees know that their work is monitored. All conversations are saved in Bitrix24 CRM, so a former employee will not be able to take away the conversation history with the client.

Mailing with WhatsApp and Bitrix24 CRM

Сonduct bulk messaging through WhatsApp directly from Bitrix24

After integration with Bitrix24, you can create promotional or service mailings via WhatsApp for all transactions in the CRM system. Your communications will be read — WhatsApp messages have a 95% read rate. In addition, WhatsApp won’t let you forget about agreements: you can set up automatic reminders to clients about payments due or scheduled appointments.

Bitrix’s Business Processes and Robots will help you set up automatic sending of notifications to clients who move to another stage of the sales pipeline. You will no longer have to send reminders and notifications manually, furthermore, the delivery status functionality will help you make sure that the message has been read and acknowledged.

More benefits of WhatsApp in Bitrix24 for business development

Contacts sharing from CRM
Contacts sharing
Quick switch from chat to deal
Deal to chat switching
Message forwarding to other channels
messengers
WhatsApp group chat support
WhatsApp group chats
Open Lines synchronization
Umnico app settings
Delivery and reading status
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Previous chat history loading
WhatsApp chat history

Why is it better for business to integrate WhatsApp with Bitrix24 than to use the WhatsApp app on a smartphone?

Connecting WhatsApp to Bitrix24 provides significant advantages over using the WhatsApp Business app on your phone. WhatsApp integration with Bitrix24 provides convenience, efficiency, control and analytics, which are critical for business. It allows you to centralize communications, automate routine tasks, provide personalized service and make decisions based on data. Using the WhatsApp app on your smartphone is suitable for personal communication, but not for professional work.

WhatsApp appWhatsApp in CRM
Chat analytics and management-+
Teamwork via a single account (number)-+
Chat access management-+
Customer profile formation-+
Communication automation and chatbots-+
Trigger-based message blasting-+
Distribution of messages by status-+
Templates and hot keys-+

The price of Bitrix24 and WhatsApp integration

The cost of using WhatsApp in Bitrix24 open lines and the built-in Umnico widget depends on the number of connected accounts and the subscription period.
Starting from $19.5 a month
Try all WhatsApp and Bitrix24 function bundles for free, or create your subscription plan.
All-in-one messenger widget with custom rates

You may also consider other messenger to ingrate with Bitrix24 useful

Bitrix24 includes a wide range of tools for organizing work and communication with clients. The Umnico application for the CRM will help you set up integration with many popular instant messengers, allowing your company to communicate with customers through their preferred channels.

Connecting Telegram Personal and Telegram Bot to Bitrix24 to discover more business opportunities
Instagram integration into Bitrix24 with a cross-channel response function and support for all file types
Adding VKontakte messenger to Bitrix24 for additional sales growth and customer loyalty rate increase
Engaging the audience of a popular Russian marketplace from Bitrix24 with the listings preview functionality

FAQ about the integration of Bitrix24 with WhatsApp

Our clients are mostly interested in the following questions about WhatsApp integration with Bitrix24:
Are there any delays in sending a message via WhatsApp?
The delay in sending messages is 1-3 seconds, i.e., no more than for all users of the messenger.
Is WhatsApp Business supported?
Yes, we recommend using it. WhatsApp Business provides stable connection and supports extended company description and message sending status (sent, read).
Is it possible to connect several WhatsApp numbers to one Bitrix24 account?
Yes, you can connect multiple numbers and agents to a single account. In addition, you can set the access level for each employee.
Is it possible to send bulk messages via WhatsApp?
Combining Bitrix24 and WhatsApp via Umnico allows you to send mass mailings via instant messengers for active deals. We advise you to use this with caution to minimize the risks of account suspension.
Can I reach out to clients first from your widget in Bitrix24?
Yes, the integration of Bitrix24 with Umnico allows you to start a conversation with any client right in the deal card or the widget.
How do I know if a client use WhatsApp?
Umnico’s built-in messenger checker for Bitrix24 allows you to check whether your client uses the WhatsApp messenger linked to the phone number. After checking, you can immediately send a message to the client or use its number to send notifications and newsletters.
How to use WhatsApp within Bitrix 24 for free?
CRM Bitrix24 offers free integration with WhatsApp messenger as a bundled solution. However, the function of such integration is limited, and not everyone can always use such a free communication channel. For the most convenient and reliable interaction with clients, professionals prefer Umnico widget. Such integration is not free, but its cost is relatively low compared to the cost of attracting customers.
Is it possible to integrate Bitrix24 with WhatsApp business API?
Definitely yes. In Umnico's integration settings with Bitrix24, you can enable with WABA integration and take full advantage of the official business solution from WhatsApp, including using your company's verified account.
What’s the difference between WhatsApp Business and WhatsApp Business API?
WhatsApp Business App is a free customer communication application designed for small businesses and individual entrepreneurs. Only one user can be connected to one phone number. WhatsApp Business API is a professional solution for medium and large businesses. An unlimited number of users can be connected to one phone number. WABA also allows you to use chatbots and get detailed analytics on messages.
Can I use buttons in WhatsApp messages?
Buttons are only supported in WhatsApp Business API message templates. They are created at the message template level. However, hyperlinks can be used in the body of the messages themselves.

Do you still have questions about WhatsApp and Bitrix24?

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