If you want to reach and engage your customers online, you can’t ignore Facebook, the world’s largest social media platform. Umnico can help you integrate Facebook Messenger with Bitrix24 CRM system. This way, you can process incoming messages from clients, assign them to your team members, and send replies directly from Bitrix24.
Please note: before setting up the integration, ensure that you have all necessary Facebook accounts connected in Umnico.
1. In the Bitrix24 interface, select “Applications — Market” in the left menu.
2. In the search bar, enter “Umnico”.
3. Click “Install” in the application description.
4. In a pop-up window, check the boxes that agree to the Bitrix24.Market Terms of Use, “License Agreement” and “Privacy Policy” and click “Install”.
5. In the window that opens (Fig. 1), enter the Umnico API token. To do this, go to the Umnico interface, select “Settings — API” and click “Copy token” (Fig. 2). Paste it into the appropriate box in Bitrix24 and click “Save” (Fig. 3).
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Figure 2
Figure 3
6. After saving the API token, click the “Update connectors” button.
7. In the Bitrix24 left menu, select “Contact Center”. If the section is not displayed in the menu, enter “Contact Center” in the search bar.
8. The “Contact Center” displays all connected Umnico integrations as connectors. To connect, select the connector you want. For example, Facebook Messenger integration.
9. In a pop-up menu, click “Connect” (Fig. 1). Select the required “Open line” and “Responsible employees” (Fig. 2). Click “Save”. After clicking, the notification “Channel configured successfully” should appear. After that, the connected connector will be highlighted in light green (Fig. 3).
Figure 1
Figure 2
Figure 3
10. The setup process is complete. From now on, all messages will be sent to “Open Lines” in Bitrix24. The other connectors are connected in the same way.
Please note: if you have added new integrations to Umnico platform, you should use the “Update connectors” feature in Umnico application settings. Without this, new connectors in the “Contact Center” will not be displayed.
Should you have any questions, contact us via “Help — Chat with the operator” section. We’ll be glad to help.
Also, check our guide to the meaning of Facebook Messenger icons and symbols.
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