# DoubleTick Integration with Bitrix24 (Iframe Integration)

The **DoubleTick–Bitrix24 iframe integration** allows businesses to bring their WhatsApp conversations directly inside the Bitrix24 CRM interface. Instead of switching between multiple platforms, sales teams can view and respond to WhatsApp chats from within Bitrix24 itself.

With this integration, the DoubleTick interface opens inside Bitrix24 as an embedded window. Whenever a user opens a **lead or deal**, they can instantly access the WhatsApp conversation associated with that contact.

This keeps all communication connected with CRM records while improving team productivity and reducing the need to switch between tools.

{% embed url="<https://youtu.be/OoGFxUY8cWE?si=wZRof9audvr_voQG>" %}

#### <mark style="color:$primary;">**What This Integration Does**</mark>

This integration embeds DoubleTick directly inside Bitrix24 using an iframe. As a result:

* WhatsApp conversations appear directly inside **Lead and Deal views**
* Teams can **view and respond to messages without leaving Bitrix24**
* Conversations remain linked to CRM records, maintaining full communication context

Your WhatsApp communication becomes a seamless part of your CRM workflow.

***

#### <mark style="color:$primary;">**Key Features of the Integration**</mark>

The DoubleTick iframe integration brings WhatsApp communication directly into Bitrix24’s CRM environment.

#### WhatsApp Chat Inside Leads and Deals

Conversations appear directly within lead and deal records, making communication instantly accessible while reviewing customer details.

#### Instant Conversation Access

Users can quickly view recent WhatsApp conversations associated with a contact from within the CRM.

#### Direct Messaging from CRM

Sales teams can respond to customers without leaving Bitrix24, ensuring faster communication and smoother workflows.

#### Contextual Communication

All conversations stay connected with CRM data, helping teams maintain clear customer context during interactions.

***

#### <mark style="color:$primary;">**Benefits of Using DoubleTick Inside Bitrix24**</mark>

#### No Platform Switching

Teams working inside Bitrix24 can manage WhatsApp conversations directly within the CRM instead of switching between multiple tools.

#### Full Conversation Context

Users can view WhatsApp history alongside lead or deal information, making it easier to understand customer interactions.

#### Faster Follow-Ups

Agents can respond immediately while reviewing deal details, notes, or previous activities.

#### Better Team Visibility

Any team member accessing the lead or deal can view the communication trail, ensuring transparency across the team.

#### Improved Productivity

By combining WhatsApp communication with CRM workflows, teams can handle conversations faster and manage customer interactions more efficiently.

***

#### <mark style="color:$primary;">**Prerequisites**</mark>

Before setting up the integration, ensure the following requirements are met.

**1. Bitrix24 Professional Plan**

The integration requires a **Bitrix24 Professional plan** because access to developer resources is necessary.

**2. Admin or Primary Owner Access**

You must log in using **admin or primary owner credentials** in Bitrix24 to access developer settings and install applications.

**3. DoubleTick Integration Zip File**

You will need the **integration zip file** provided by the DoubleTick team. This file will be uploaded during the setup process.

***

#### <mark style="color:$primary;">**Step-by-Step Setup Guide**</mark>

Follow the steps below carefully to complete the integration.

***

#### <mark style="color:$primary;">**Step 1: Log in to Bitrix24**</mark>

Log in to your Bitrix24 account using **admin or primary owner access**.

Once logged in, you will see the **left navigation panel** on the dashboard.

***

#### <mark style="color:$primary;">**Step 2: Open CRM Developer Resources**</mark>

1. From the **left navigation panel**, scroll down slightly.
2. Click on **CRM**.
3. Inside CRM, click on **Show All**.
4. Select **Developer Resources**.

This section allows you to manage integrations and developer tools.

***

#### <mark style="color:$primary;">**Step 3: Navigate to “Other” in Developer Resources**</mark>

Inside **Developer Resources**, you will see several options:

* Import and Export Data
* Third Party System Integration
* Automate Sales
* Automate Task Management
* Add a Widget
* Add a Chatbot
* Other

Click on **Other**.

***

#### <mark style="color:$primary;">**Step 4: Open Local Applications**</mark>

Inside the **Other** section, you will see three options:

* Local Application
* Outbound Webhook
* Inbound Webhook

Click on **Local Application**.

***

#### <mark style="color:$primary;">**Step 5: Create a New Application**</mark>

After clicking Local Application, you will see options such as:

* Create an Application
* Submit a request for development services for the partner

Below this section, you will see two application types:

* Server
* Static

Select **Static**.

***

#### <mark style="color:$primary;">**Step 6: Upload the Integration Zip File**</mark>

You will now see a mandatory field:

**Archive containing your application (.zip)**

1. Click the upload button.
2. Select the **DoubleTick integration zip file** from your device.
3. Upload the file.

***

#### <mark style="color:$primary;">**Step 7: Add Application Name**</mark>

Next, you will see two fields.

**Menu Item Text (English)**\
Enter:

DoubleTick

**Menu Item Text (English India)**\
Enter:

DoubleTick

This ensures the application appears correctly in the Bitrix interface.

***

#### <mark style="color:$primary;">**Step 8: Assign Permissions**</mark>

Below the menu text fields, you will see the **Assign Permissions** section.

By default, **CRM** will already be selected.

You must add the following permissions by clicking the **Select + option**:

* **CRM**
* **Mobile (Mobile Application)**
* **Placement (Application Embedding)**
* **User (Users)**
* **Users Custom Fields**

These permissions allow the DoubleTick interface to function properly inside Bitrix24.

***

#### <mark style="color:$primary;">**Step 9: Save the Application**</mark>

Scroll to the bottom and click the **Save** button.

Once saved, Bitrix24 will display the application details along with the name of the app you just created.

At the bottom, you will see two buttons:

* Open Application
* Reinstall

Click **Reinstall**.

***

#### <mark style="color:$primary;">**Step 10: Enable the Application in Leads**</mark>

After clicking Reinstall, Bitrix will display a message indicating that the application will open from the **Lead Details Page**.

Now navigate back to the CRM module.

***

#### <mark style="color:$primary;">**Step 11: Creating a Custom Field in Bitrix24**</mark>

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FTt7kogFkbtsDIlQ6EROb%2FUntitled%20design%20-%202026-03-19T175156.468.gif?alt=media&#x26;token=a62798a3-a40c-4e13-9852-b2b2b6663efa" alt=""><figcaption></figcaption></figure>

* Go to **top-right profile icon → click your name**
* On the profile page, click **Create Field** (below Notification Language)
* Select **String** as field type
* Enter field name: **UF\_Vaba\_Number**
* Enable **Always show** and click **Save**

**Add API Number**

* Go to DoubleTick → **Settings → WABA → Manage WABA**
* Copy your **API Number**
* Paste it into the created field in Bitrix24
* Click **Save**

***

#### <mark style="color:$primary;">**Step 12: Open a Lead**</mark>

1. Go to the **CRM** section from the left navigation panel.
2. Open **Leads**.
3. Select and open any lead.

At the top of the lead page, you will see several tabs such as:

* General
* Products
* Estimates
* Automation
* Workflow
* Dependencies
* History
* Chat App
* Market
* Chat App Dialog

You will also see a new tab named:

**DoubleTick**

***

#### <mark style="color:$primary;">**Step 13: Open DoubleTick Inside the Lead**</mark>

Click on **DoubleTick**.

Since this is the **first time accessing the integration**, you will be asked to log in.

Log in using your **DoubleTick account credentials**.

Once logged in, the WhatsApp conversation related to that lead will automatically open inside Bitrix24.

Your team can now send and receive WhatsApp messages directly from the CRM.

***

#### <mark style="color:$primary;">**Conclusion**</mark>

The DoubleTick iframe integration with Bitrix24 brings WhatsApp communication directly into the CRM environment where sales teams already work.

By embedding DoubleTick inside lead and deal records, businesses can centralize communication, improve response times, and maintain full conversation context within their CRM.

For teams that rely heavily on WhatsApp for customer communication, this integration transforms Bitrix24 into a more powerful and communication-ready CRM system.