LookUp for Bitrix24

About

Incorporate Bitrix24 CRM within your WhatsApp Web to manage the Bitrix24 Contacts, Leads & Companies associated with your WhatsApp contacts. You can directly access the CRM contacts directly from WhatsApp Web and create message templates in order to send pre-defined messages. Also, update fields and notes from WhatsApp Web.

Extension Requirements

Must be a Bitrix24 user

Login to WhatsApp Web

Install the Chrome extension Bitrix24 inside WhatsApp Web

Installation

Bitrix24 Setup

• Visit the Bitrix24.Market where you can find the extension Ultra LookUp for Bitrix24.

• Install the extension.

• Accept the requested permissions and click on 'Install'.

• Sign in to Ulgebra using your Bitrix24 email id.

• Authorize your Bitrix24 account.

Chrome Extension Setup

• Access the Chrome extension Bitrix24 inside WhatsApp Web.

• Click on 'Add to Chrome'.

• Click on 'Add Extension'.

• Open and scan the QR code to login to WhatsApp Web.

• You can now view the LookUp Bitrix24 panel on the right side of WhatsApp Web.

Go ahead and access Bitrix24 inside WhatsApp Web!

Extension Features

Add Bitrix24 contacts

• Select any WhatsApp contact.

• Click on New Contact.

• Enter the details of the contact to be created.

• Click on Create New Contact in Bitrix24.

Contact Details

• Select any WhatsApp Contact.

• View the details of the Bitrix24 contacts under the selected WhatsApp number.

Access Bitrix24 Contact

• Click on the Bitrix24 option beneath the contact.

• You would now be redirected to the respective contact in your Bitrix24 CRM.

Update Contact Details

• Edit the details under the required contact field.

• Click on the tick icon to update the details in Bitrix24 CRM.

Contact Search

• Search for any WhatsApp number to view the details of the contacts under the desired number.

Field Search

• Search for any Bitrix24 contact field.

• You can view and update the details under the particular field.

Access Contact Fields

• Click on Show hidden fields.

• You can now access all the Bitrix24 contact fields.

• View & update field details if required.

Configure Visible Fields

• Click on Configure display fields.

• You can now view the list of Show Fields and Hidden Fields.

• In order to display a specific field, drag the field from Hidden Fields and drop it into Show Fields.

• In order to hide a field, drag the field from Show Fields and drop it into Hidden Fields.

Template Messages

Access Templates

• Click on 'Template Messages'.

• You can now view the list of existing message templates.

Create Template

• Click on '+Add New Template'.

• Enter the name and content of the template.

• Insert placeholders and emojis if required.

• Click on 'Save Template'.

Send Template Messages

• Select any template from the dropdown.

• Click on 'Copy'.

• Enter the copied message.

• Send the message via WhatsApp.

Edit Template

• Adjacent to the name of the template, click on the edit icon.

• Make the changes required.

• Click on 'Save Template'.

Delete Template

• Click on the delete icon adjacent to the name of the template to delete the template.

Contact Notes

• Click on 'Notes'.

• You can now view the list of notes associated with the contact.

• Click on 'Add Note' to create a new note.

• Enter the content of the note.

• Click on 'Save Note'.