The project is dedicated to an in-depth analysis of the technical capabilities of the Chinese WeChat ecosystem to automate the transfer of project context into the client's CRM system.
Project objective
Managers were unable to process messages promptly due to time zone differences, language barriers, and the lack of CRM (Bitrix24) integration. Up to 40% of commercial inquiries remained unanswered for more than 24 hours, leading to lost contracts. The primary objective was to conduct a comprehensive study on transferring project context from WeChat into the customer relationship management system.
It was necessary to study the available APIs for official and corporate accounts (WeChat Work), analyze the client's functional requirements, and find a way to automate lead generation based on messenger communications to eliminate sales delays.
Solution
The solution involved a detailed technical analysis of the architecture for a future middleware system capable of working with WeChat Official Account APIs. A technology stack was determined for developing a server module to receive unstructured data, process it, and transfer it to Bitrix24 via webhooks. The study also included designing triggers and automation rules within the CRM system for the automatic distribution of data received from the messenger.
Results
The result of the project was a detailed integration plan and a clear understanding of the necessary steps to begin operations, including the WeChat registration procedure. Everything was configured in accordance with Chinese platform requirements and the client's corporate security policy. Messages from WeChat chats are analyzed, structured, and directed into the appropriate Bitrix24 sales funnel. The number of qualified leads from China tripled due to full channel coverage. Managers now spend their time working with clients rather than manual data collection, resulting in a team-wide saving of approximately 25 hours per week.