WhatsApp Web Integration for Bitrix24 - WhatCetra

About


Simplify all your business needs with the help of WhatsApp messaging from Bitrix24 CRM which connects you with customers across the globe. This provides a means to tackle all your CRM Leads, Deals & Contacts in one place using WhatsApp.


The Whatcetra platform provides a seamless connection with your WhatsApp Web and provides a dashboard for WhatsApp conversations. Connect your WhatsApp to your CRM through WhatCetra to make life easier.


Sync WhatsApp with your Bitrix24 CRM now which allows you to send and receive instant messages via WhatsApp Web without leaving Bitrix24 CRM.

Extension Features


  • Instant WhatsApp messaging

  • Incoming WhatsApp messages

  • Bulk Messages

  • Message History

  • Contact creation from WhatsApp

  • Manage CRM users

Pre-requisites


Installation and Setup


Install WhatsApp Web for Bitrix24 on the Bitrix24.Market
  • Install the application into Bitrix24 CRM.

Install the application into Bitrix24 CRM
  • Click on 'Authorize Now' to authorize Bitrix24 CRM.

Authorize Bitrix24 CRM
  • Visit the WhatCetra Integrations page.

  • Click on User ID and copy the User ID.

  • Paste the User ID under WhatCetra User ID.

Copy WhatCetra User ID
  • Click on API Key and copy the API Key.

  • Paste the API Key under WhatCetra API Key.

Copy WhatCetra API Key
  • Click on 'Authorize' to authorize your WhatCetra account.

Paste WhatCetra credentials and authorize Whatcetra

WhatsApp Web for Bitrix24 has been setup.

Integration Applications


The integration WhatsApp Web for Bitrix24 has various applications such as bulk messaging, instant messaging, incoming messages, message history and much more, intended to efficiently handle all WhatsApp conversations in Bitrix24 CRM through WhatCetra.

WhatsApp Messages


  • Go to any Bitrix24 Lead, Contact or Deal.

  • Click on WhatCetra.

  • In case you wish to add additional contacts, click on 'Add Recipients'.

  • Select the country code and enter the contact number. Click on 'Add'.

Access the WhatCetra panel to send WhatsApp messages
  • Enter a default country code and select the settings for the same.

  • The options available for default country code settings are as follows.


  1. do not add country code

Using this option you can ignore the default country code in case all the contact numbers contain a country code.


  1. add for all phone numbers

In case none of the contacts contain a country code, you can use this option to add the default country code for all numbers.


  1. add if phone number starts with 0

In case some of the saved contact numbers begin with 0, you can add the default country code to such numbers alone.


  1. add if phone number not starts with country code

In case some of the saved phone numbers do not contain a country code, this option can be used to add a default country code to such numbers alone

Select the default country code based on your requirements
  • Enter the message to be sent or insert a template.

  • Insert contact fields, user fields and emojis.

  • Add images, documents and videos in case you wish to send attachments.

  • Send the message.

Enter and send WhatsApp messages.

WhatCetra Chat View


  • From the drop-down adjacent to WhatCetra, click on 'Chat View'.

Access WhatCetra Chat View
  • You can now view the WhatsApp chat history with the particular contact held via WhatCetra.

View previous chats and send WhatsApp messages

Bulk Messages


  • Click on WhatsApp Web for Bitrix24 from the menu on the left side.

  • Click on 'Add Recipients' to add the required contacts.

  • Enter the contact number and click on 'Add'.

  • Enter the message or insert templates.

  • Insert user fields, emojis and attachments.

  • Send your bulk WhatsApp message.

Send WhatsApp bulk messages

Incoming Messages


  • Enable incoming messages on WhatCetra.

  • Within the interface of the application, click on your profile.

  • Select Incoming events sync.

Select Incoming message settings
  • Enable 'Capture incoming messages' to receive incoming messages into Bitrix24 CRM.

  • Select the module to which new contacts are to be added for incoming WhatsApp messages from non existing contacts.

  • You can also choose to ignore incoming messages from non existing contacts.

Setup incoming WhatsApp messages

Message History


  • Go to any Lead, Contact or Deal.

  • Under 'Comments' you can view the history of incoming and outgoing WhatsApp messages.

  • View the complete details of the messages.

View WhatsApp message history

WhatCetra User Management


  • Access the interface of the application.

  • Click on your profile.

  • Select Manage App Users

Manage App Users
  • You can now view the list of Bitrix24 users within your organization.

  • Add the users you wish to allow using your WhatCetra account.

  • You can also Remove, Add all or Remove all users based on your requirements.

Add or remove Bitrix24 users
  • Once the user has been added, during WhatCetra authorization, they would be able to choose your WhatCetra account.

User account settings

Message Templates


Insert templates to send pre-defined WhatsApp messages.


Create Templates


  • With the interface of the extension WhatsApp Web for Bitrix24 - WhatCetra, click on 'Insert Template'.

  • Click on '+Add New Template'.

  • Enter the name of the template and the content of the message.

  • Include placeholders and emojis if required.

  • Click on 'Save Template'.


Edit Template


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

  • Make the required changes.

  • Click on 'Save Template'.


Delete Template


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

Enhance WhatsApp interactions using the features above.

Pricing

Classic Plan

$5.4 /user/month



Use Common WhatsApp Number or Individual number

Outgoing and Incoming messages support.

Automated Messages via Workflows

500 Complimentary Message Credits

Bulk Message Support

Business Plan

$8.64 /user/month



Use Common WhatsApp number or Individual number

Outgoing and Incoming Message support.

Automated Messages via Workflows Bulk Messages Support.

800 Complimentary Message Credits

Bulk Message Support

Attachments support in Messages.

Premium Plan

$12.96 /user/month



Use Common WhatsApp number or Individual number

Outgoing and Incoming Message Support.

Automated Messages via Workflows Bulk Messages Support

1.2K Complimentary Message Credits

Bulk Message Support

Attachments support in Messages


Additional Credits


In case of additional credit requirements, top-up your Ulgebra Credits.