🔌 Connecting Bitrix24: a step-by-step guide
WazzaBee integrates with Bitrix24: every message from your messengers lands in the CRM record. Your agents reply to customers right inside Bitrix24. The app has passed official review and is published in the Bitrix24 Marketplace.
📥 Step 1: Install the WazzaBee app
Option 1: Direct link (recommended!)
- Open: WazzaBee in the Bitrix24 Marketplace →
- Click "Install"
- Choose your Bitrix24 portal
- Confirm the installation
Option 2: Through the Market in Bitrix24
- Open your Bitrix24
- Go to Market → All apps
- Search for "WazzaBee"
- Click "Install"
Tip: The direct link is faster: no need to hunt for the app in the catalog!
📱 Step 2: Open the app in Bitrix24
- In the left menu of Bitrix24, find the "Applications" section (or "Market → Installed")
- Choose "WazzaBee"
- The app opens inside Bitrix24
- Grant the app access to your CRM data
🔗 Step 3: Link Bitrix24 with WazzaBee
In your WazzaBee account:
- Go to the "Connectors" section
- Click the "Bitrix24" card
- Click "Open the Bitrix24 Market" and install the app
- Click "App installed"
- Click "App opened"
- Enter your portal address (for example:
mycompany.bitrix24.kz)
Important: Enter the domain only, without https://. For example:mycompany.bitrix24.kz, nothttps://mycompany.bitrix24.kz/
- Click "Connect"
- The Bitrix24 authorization page opens. Grant access
- You'll see ✅ "Integration connected"
- Click "Go to settings"
⚙️ Step 4: Configure the integration
Once connected, the settings page opens. Here you configure everything separately for each channel:
Main channel settings
| Setting | What it is | How to choose |
|---|---|---|
| Sync | Turn sync on or off for this channel | ON/OFF toggle |
| Entity type | Where conversations land in the CRM | Deal (recommended) or Lead |
| Pipeline | Which pipeline the deals go to | Pick one from the list of your pipelines |
| Initial stage | The stage a deal is created on | Pick a stage from the pipeline |
| Assignment | How responsible users are assigned | First to reply or Round Robin (in turn) |
What is Round Robin? New customers are shared between agents in turn. First customer → agent 1, second → agent 2, third → agent 3, fourth → agent 1 again.
Extra settings
| Setting | What it does | Default |
|---|---|---|
| Open channel | Use the Bitrix24 Open Line for routing | Off |
| Numbers with 8 as +7 | Automatically convert 8xxx → +7xxx | On |
👥 Step 5: Set up employee roles
Click "Configure access" to choose which employees can see the conversations.
A window with the list of your Bitrix24 employees opens. Pick a role for each of them:
| Role | What they can do |
|---|---|
| Auditor | Sees every conversation but cannot reply (read only) |
| Operator | Sees and replies only in their own chats (where they are the responsible user) |
| Supervisor | Full access: sees every conversation and can reply to anyone |
| Leads | Will receive new leads from customers on this channel |
After you click "Apply", WazzaBee updates the operator queue of your Bitrix24 open channel itself: it includes employees with the Operator or Supervisor role. The "Distribution" setting defines the queue mode of the same channel: "First responder" matches the Bitrix24 mode "to everyone at once" (every operator in the queue sees a new conversation, anyone can take it), "Round Robin" matches "evenly" (one operator receives the conversation). To keep managers from seeing other people's conversations in the Contact Center, assign them a role in Bitrix24 itself: open the open channel, click "Access permissions" → "Configure" and choose the "Manager" role (access to own conversations only). This section is not available on every Bitrix24 plan.
Tip: At the top of the table there's an "Apply to all" row: handy when you want to give every employee the same role at once.
Once the roles are chosen, click "Apply".
✅ What the integration gives you
| Feature | Description |
|---|---|
| Chats in the CRM | All WhatsApp and Telegram messages are visible in the contact or deal record |
| Automatic lead creation | A new message from an unknown contact → a lead or a deal is created automatically |
| Replies from the CRM | Agents reply to customers right inside Bitrix24 |
| Open Lines | Integration via open lines: conversations are distributed between agents |
| Conversation history | Every conversation is kept, even after an employee leaves |
| Several portals | You can connect several Bitrix24 portals to a single account |
📣 Ad data in the lead and deal
When a customer comes to WhatsApp from an Instagram or Facebook ad with the "Send WhatsApp message" button, WazzaBee writes the click data to the Bitrix24 lead and deal. This works on official WhatsApp lines (WhatsApp Business API) and is included in the integration at no extra cost.
| Field in Bitrix24 | Code | What it holds |
|---|---|---|
| WazzaBee: Ad click ID | UF_CRM_WZ_CTWA | The ctwa_clid click code |
| WazzaBee: Ad ID | UF_CRM_WZ_AD_ID | The ad ID in Meta |
| WazzaBee: Ad link | UF_CRM_WZ_AD_URL | The ad link |
| WazzaBee: Ad | UF_CRM_WZ_AD | The campaign name or the ad headline |
| WazzaBee: Ad click time | UF_CRM_WZ_CTWA_TIME | Date and time of the first message from the ad |
How the fields are filled:
- The fields are the same in the lead and the deal, so they carry over when a lead is converted.
- Data is written only when the message contains a click code. Later messages from the customer come without it and do not change filled fields.
- If the customer already exists in Bitrix24, the data goes to their open lead or deal, no new request is created.
- If the customer comes from a different ad, the new click is written to the fields.
How to enable: open the WazzaBee app inside Bitrix24. The fields appear in the portal by themselves and can be used in automation rules, business processes and filters.
WazzaBee can also send sales from these clicks back to Meta itself, this is the paid CAPI service: "Ads and Meta CAPI".
📱 WazzaBee in the Bitrix24 mobile app
You can chat with clients from your phone, right inside the Bitrix24 mobile app.
- The portal administrator updates the WazzaBee app in the Bitrix24 Market to the new version.
- The employee closes and reopens the Bitrix24 mobile app.
- WazzaBee appears in the Menu section.
Tap a chat to open the conversation with its history. The back arrow returns you to the chat list. Replies, files and voice messages work just like on a computer.
🔧 Managing the connection
On the settings page you have:
- "Refresh data": reload pipelines and stages from Bitrix24
- "Reconnect Bitrix24": if the token has expired (a red warning appears)
- "Disable the integration": pause the sync (your data is kept)
- "Delete the integration": remove it completely (irreversible; you have to disable it first)
❓ Common problems
| Problem | Solution |
|---|---|
| "Invalid address format" | Enter the domain only: mycompany.bitrix24.kz (without https://) |
| "Reconnection required" | The token has expired. Click "Reconnect Bitrix24" and go through authorization again |
| "No channels available" | Connect a messenger in the "Channels" section and pay for the subscription |
| "Couldn't load employees" | Reconnect the integration, then try again |
| "Couldn't load pipelines" | Click "Refresh data" or reconnect the integration |
| The channel is taken by another portal | Free the channel from the other portal or create a new one |
❓ FAQ
| Question | Answer |
|---|---|
| Is the installation paid? | No! Installation is free. You only pay for the channel subscription |
| Does it work with .kz portals? | Yes! bitrix24.kz is fully supported |
| Do I need a paid Bitrix24 plan? | No, it works on the free plan too |
| Can I use several portals? | Yes, each one is connected separately |
| What happens if I reconnect? | All your settings stay in place, only the access token is refreshed |
Need a hand? Message our support team, we'll help you set everything up in 5 minutes!