Data Flow Diagram Overview
Entities and Processes:
- WhatsApp - Source of chat messages.
- Eazybe Sync System - Middleware that handles data extraction from WhatsApp and integration into Bitrix24 CRM.
- Bitrix24 CRM - Destination for data where it is stored and utilized within Leads and Deals modules.
Data Stores:
- WhatsApp Data Store - Stores chat messages and associated metadata.
- Bitrix24 CRM Database - Stores CRM data including Leads and Deals with phone numbers.
Data Flows:
- Extract Chat Data - Eazybe sync system extracts chat data from WhatsApp based on phone numbers.
- Match Phone Numbers - Eazybe system matches extracted phone numbers from WhatsApp with phone numbers in the Bitrix24 CRM Leads and Deals modules.
- Sync Data - Chat data that corresponds to matched phone numbers is synced from WhatsApp to the appropriate records in Bitrix24 CRM every 15 minutes.
Detailed Steps in the Data Flow
- Data Extraction from WhatsApp:
- Every 15 minutes, Eazybe accesses WhatsApp data.
- Extracts all recent chat messages along with phone numbers and timestamps.
- Data Matching and Transformation:
- Eazybe processes the extracted WhatsApp data.
- Matches phone numbers from WhatsApp chats with those in the Bitrix24 CRM Leads and Deals modules.
- Transforms chat data into a format suitable for integration into Bitrix24 CRM (e.g., formatting messages, tagging, and logging timestamps).
- Data Syncing to Bitrix24 CRM:
- Syncs the transformed chat data into the corresponding Leads or Deals in Bitrix24 CRM where the phone numbers match.
- Updates existing records with new chat messages or creates logs/notes associated with the respective Deals or Leads.
- Error Handling and Logging:
- Monitors for errors in data extraction, matching, or syncing.
- Logs errors and issues for troubleshooting and ensures data integrity and synchronization reliability.
- Security and Compliance:
- Ensures that all data transfers are secure, respecting both WhatsApp and Bitrix24 CRM’s data policies and any relevant privacy regulations.