How to Connect WhatsApp to Bitrix24: Complete Integration Guide

WhatsApp is where your customers reply fastest — but it usually lives in a separate app, disconnected from your sales pipeline. If your team runs Bitrix24, that gap costs you context, speed, and closed deals.

The TimelinesAI integration closes it. Once connected, every WhatsApp conversation syncs directly to Bitrix24 contacts, leads, and deals. Your team replies from the CRM card, sends broadcasts from any list, and triggers messages from Bizproc workflows — all without switching tabs.

This guide walks you through exactly how to set it up.

What You Get When You Connect WhatsApp to Bitrix24

Before we get to the steps, here's what the integration actually does once it's live:

• Full conversation history on every CRM card. A WhatsApp tab appears on contacts, leads, and deals showing every message — inbound and outbound — in one thread.
• Reply straight from the card. Agents type and send WhatsApp messages without leaving the CRM record.
• One-click send from the toolbar. A "Send WhatsApp" button sits on every contact, lead, and deal toolbar for quick outbound messages.
• Broadcasts from any list. Select records from a contact or lead list, write your message once, and send it to everyone selected — with a per-recipient delivery report.
• Bizproc automation. A "Send WhatsApp message (TimelinesAI)" robot is available in the workflow builder. Trigger WhatsApp sends when deals move stages, leads are created, or any custom condition fires.
• CRM Marketing channel. WhatsApp registers as a sender inside CRM Marketing alongside email and SMS, so you can include it in campaigns.
• Open Channels routing. Inbound WhatsApp messages route to the standard Bitrix24 agent queue — your team picks them up from the familiar Open Channels interface.
• Per-agent attribution. Each team member links their account once, and their replies are credited to them — not a shared workspace owner.
• Audit log. Admins get a timeline of connection events, sync status, and integration health with CSV export.

How to Connect WhatsApp to Bitrix24: Step-by-Step

Step 1: Install from the Bitrix24 Marketplace

Open your Bitrix24 portal, go to the Marketplace, and search for "WhatsApp integration by TimelinesAI." Click Install. The app automatically registers its CRM tabs, toolbar buttons, list menus, Bizproc robot, and Marketing sender.

Step 2: Connect Your TimelinesAI Workspace

After installation, sign in to link your Bitrix24 portal to your TimelinesAI workspace. This is where your WhatsApp numbers are connected — either personal WhatsApp accounts via QR code or WhatsApp Business API numbers.

Step 3: Messages Start Flowing

Once linked, inbound WhatsApp messages match to the right contact, lead, or deal by phone number and land on the timeline within seconds. Outbound messages work from the card, lists, workflows, and campaigns immediately.

Step 4 (Optional): Team Members Link Their Accounts

For per-agent attribution, each team member signs in to TimelinesAI the first time they open the WhatsApp tab. After that, their replies are credited to them individually.

That's it. No coding, no API configuration, no webhook setup. The connection is live in minutes.

Sending WhatsApp Messages from Bitrix24

Once connected, you have multiple ways to send WhatsApp directly from your CRM:

From the CRM Card

Open any contact, lead, or deal. Click the WhatsApp tab. Type your message and hit send. The message goes out immediately and appears on the activity timeline.

From the Toolbar

Every CRM record has a "Send WhatsApp" button in the toolbar. Click it, a composer opens, type your message, send. Two clicks from anywhere in the CRM.

From a List (Broadcasts)

Go to any contact, lead, or deal list. Select the records you want to message. Click "Send WhatsApp broadcast" from the menu. Write your message once, and it sends to every selected recipient. You'll get a per-recipient success/failure report when it's done.

From Bizproc Workflows

In the Bitrix24 automation builder, add the "Send WhatsApp message (TimelinesAI)" robot to any workflow. Common triggers:

• When a deal moves to a specific stage (e.g., "Won" → send a thank-you message)
• When a new lead is created → send a welcome message
• When a task is completed → notify the client
• Time-based: no activity for 7 days → send a follow-up

From CRM Marketing Campaigns

In CRM Marketing, select TimelinesAI WhatsApp as your sender channel. Build your campaign as usual — segment your audience, write your message, schedule the send. WhatsApp works alongside email and SMS in the same campaign flow.

How Conversations Sync to the CRM Timeline

Every WhatsApp message — inbound and outbound — is automatically logged to the matching CRM record's activity timeline. Here's how it works:

• Messages are matched by phone number to the contact, lead, or deal
• Messages from the same day collapse into a single clean card with a count
• Expand any card in-place to read the full thread with timestamps
• Both sent and received messages appear, clearly labeled
• No manual logging, no copy-paste, no missed conversations

If an inbound message comes from an unknown number, the integration can auto-create a new Lead or Contact in Bitrix24 so nothing slips through.

Routing WhatsApp to Your Team Inbox (Open Channels)

For teams that handle high inbound volume, the integration plugs into Bitrix24's Open Channels system:

1. In the WhatsApp settings (left menu), select which WhatsApp line to route
2. Inbound messages enter the Open Channels queue
3. Agents pick up chats from the standard Bitrix24 chat interface
4. Normal agent assignment and routing rules apply
5. Replies go back via WhatsApp automatically

This is particularly useful for support and customer success teams who want familiar queue-based routing with SLA tracking.

Who Should Use This Integration

Sales Teams

Reply to prospects on WhatsApp without leaving the deal card. Trigger follow-up messages when deal stages change. Never lose a conversation thread when you're mid-negotiation.

Support & Customer Success

Every customer conversation logged on the contact card. Route inbound chats to the right agent via Open Channels. Full history available before you reply — no asking "can you repeat the issue?"

Marketing Teams

Run WhatsApp broadcasts to segmented contact lists. Include WhatsApp as a channel in CRM Marketing campaigns alongside email and SMS. Reach customers on the channel they actually check.

Operations & Admins

Automate WhatsApp touchpoints with Bizproc workflows. Monitor integration health from the audit log. Export connection data for compliance.

Frequently Asked Questions

Does it sync conversations automatically?

Yes. Inbound and outbound messages sync to the contact, lead, or deal timeline in real time, matched by phone number. No manual action needed.

Can my whole team use it?

Yes. Each team member links their TimelinesAI account once, and their replies are attributed to them individually.

Can I send to many contacts at once?

Yes — select records in any list and use the broadcast composer, or use CRM Marketing for campaign-style sends.

Can automations send WhatsApp?

Yes. A "Send WhatsApp message (TimelinesAI)" step is available in the Bizproc workflow builder. No code required.

Where do inbound messages go?

They land on the matching CRM record's timeline. Optionally, they can also route to an Open Channels agent queue for team-based handling.

Does it work with WhatsApp Business API?

Yes. TimelinesAI supports both regular WhatsApp accounts (connected via QR code) and WhatsApp Business API numbers.

How long does setup take?

Most teams are fully connected in under 10 minutes. Install from the Marketplace, sign in to TimelinesAI, and messages start flowing.

Get Started

The TimelinesAI WhatsApp integration for Bitrix24 is available on the Bitrix24 Marketplace. Install it, connect your workspace, and your team will have WhatsApp inside their CRM in minutes.

No credit card required for the trial. No code to write. Just install and go.