How to send messages from Bitrix to WhatsApp - briefly?
To send messages from Bitrix to WhatsApp, you can use the Bitrix24 API in combination with a third-party service like Twilio or 360dialog. This approach allows you to automate message sending by integrating your CRM system with WhatsApp Business API.
How to send messages from Bitrix to WhatsApp - in detail?
To send messages from Bitrix to WhatsApp, you will need to integrate the two platforms using a third-party service or API. Here is a detailed step-by-step guide on how to achieve this:
- Set Up Your Bitrix Account: Ensure your Bitrix account is properly configured and that you have administrative access to manage integrations.
- Choose a Third-Party Service: There are several third-party services that facilitate the integration between Bitrix and WhatsApp, such as Zapier or Integromat. These platforms act as intermediaries, allowing data transfer between different applications without requiring extensive coding knowledge.
- Create an Account with the Third-Party Service: Sign up for an account on your chosen third-party service (e.g., Zapier).
- Connect Bitrix to the Third-Party Service: Within the third-party platform, you will need to connect your Bitrix account. This usually involves logging into your Bitrix account through the third-party interface and granting necessary permissions.
- Connect WhatsApp to the Third-Party Service: Similarly, you will need to connect your WhatsApp Business API account to the third-party service. You may need to generate an API token from the WhatsApp Business API settings and use it during the connection process.
- Create a Zap (or Scenario): In the third-party service, create a new integration scenario or "Zap" (if using Zapier). This will define the workflow for sending messages from Bitrix to WhatsApp.
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Set Up Triggers and Actions:
- Trigger: Define the event in Bitrix that will trigger the message send. For example, you might choose "New Deal" or "New Contact" as your trigger.
- Action: Specify the action to be performed on WhatsApp. This typically involves sending a message with the necessary details from the triggered event in Bitrix. You can customize the message content using dynamic data fields provided by the third-party service.
- Test the Integration: Before going live, it is crucial to test the integration to ensure that messages are sent correctly and that all data points are accurately transferred from Bitrix to WhatsApp.
- Activate the Integration: Once you have verified that the integration works as expected, activate the Zap or scenario in the third-party service. This will enable real-time messaging from Bitrix to WhatsApp based on your defined triggers and actions.
- Monitor and Maintain: Regularly monitor the performance of your integration to ensure it continues to function correctly. Address any issues promptly and update the workflow as needed to accommodate changes in either Bitrix or WhatsApp.
By following these steps, you can effectively send messages from Bitrix to WhatsApp, streamlining your communication processes and enhancing customer engagement.