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.

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What This Integration Does

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.

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Key Features of the Integration

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.

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Benefits of Using DoubleTick Inside Bitrix24

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.

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Prerequisites

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.

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Step-by-Step Setup Guide

Follow the steps below carefully to complete the integration.

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Step 1: Log in to Bitrix24

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.

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Step 2: Open CRM Developer Resources

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.

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Step 3: Navigate to “Other” in Developer Resources

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.

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Step 4: Open Local Applications

Inside the Other section, you will see three options:

• Local Application

• Outbound Webhook

• Inbound Webhook

Click on Local Application.

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Step 5: Create a New Application

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.

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Step 6: Upload the Integration Zip File

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.

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Step 7: Add Application Name

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.

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Step 8: Assign Permissions

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)

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

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Step 9: Save the Application

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.

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Step 10: Enable the Application in Leads

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.

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Step 11: Open a Lead

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

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Step 12: Open DoubleTick Inside the Lead

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.

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Conclusion

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.