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CRM integration with accounting and channels

The CRM stops being an island: deals, customers and products are linked to 1C, Kaspi and WhatsApp. Buyers are not duplicated and statuses do not diverge.

Leave a request or message us on WhatsApp — we will review your CRM and the systems to connect and show how the deals will look.

In short

BizDNAi connects the CRM with the company's other systems: accounting, marketplaces and communication channels transfer data automatically.

A WhatsApp inquiry becomes a deal in the pipeline, a Kaspi order becomes a deal too, and the buyer is matched to a contact so there are no duplicates.

Prices, stock and documents come from the accounting system into the CRM, so managers work with current data.

For Bitrix24 the platform has a ready-made connector: setup usually takes 1–3 days after access and API credentials are provided.

What gets connected to the CRM

  • accounting system — 1C
  • marketplaces — Kaspi Shop
  • channels — WhatsApp and Telegram
  • contacts and buyers
  • deals and their stages
  • line items and prices
  • documents and statuses

How it works

1C, Kaspi, WhatsApp
BizDNAi Integration Platform
CRM

The platform receives events from channels and systems and passes them to the CRM: an inquiry becomes a deal, an order becomes a deal in the pipeline, and the buyer becomes a contact.

The other direction is prices, stock and documents from accounting. The manager sees the same data in the deal as the accounting team.

For Bitrix24 the platform uses REST through the portal webhook and the platform app; deal events arrive as webhooks and are processed automatically.

What the business gets

Inquiries are not lost: a WhatsApp message or a Kaspi order becomes a deal right away.

Buyers are not duplicated, so the order history stays whole.

Managers see current prices and stock instead of week-old data.

Setup time

For the ready-made Bitrix24 connector — usually 1–3 days after access and API credentials are provided, unless there are non-standard constraints.

For other CRMs the timeline is set after reviewing their API: for example, there is no ready-made amoCRM connector in the platform yet.

What you do not have to change

The company keeps working in its own CRM. BizDNAi does not replace it and does not move data into a new system.

The pipeline, stages and distribution rules are configured in your CRM, and the platform follows them.

Who it fits

SituationWhat changes
WhatsApp inquiries get lostEvery inquiry becomes a deal in the pipeline
Kaspi orders are entered manuallyThe order creates a deal, the buyer becomes a contact
CRM prices are outdatedPrices and stock arrive from accounting automatically

Client reviews

Reviews are published with the clients' consent. The company is named as in the review.

«Rashid performs his work with quality and responsibility. All tasks are completed on time, and any necessary revisions are implemented promptly. He is always available and provides support on any issues that arise. Thanks to his work, the 1C and Bitrix integration operates stably and without interruptions.»

H&B technology

Frequently asked questions

Which CRMs do you work with?+

There is a ready-made connector for Bitrix24. For other CRMs, such as amoCRM, the connection is built through the platform after reviewing their API.

Will there be duplicate contacts?+

The buyer is matched to a contact by the channel or marketplace identifier, so a repeat inquiry does not create a second contact.

Where do WhatsApp inquiries go?+

The inquiry becomes a deal in the sales pipeline, and the reply goes to the customer from the deal card.

Can we connect the CRM only to 1C?+

Yes. You can start with the CRM ↔ 1C exchange — prices, stock and documents — and add channels and marketplaces later.

Will we have to change the pipeline?+

No. The pipeline and stages are configured in your CRM, and the platform follows your rules.

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Free digital audit

We will review your data and show where the discrepancies, risks and losses are. You get a report with specifics — even if you decide to work with another contractor.

The price depends on your situation, after the free audit.

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