Telegram is a messaging service that may be used for various customer interactions. It provides media file exchange and strong encryption methods, as well as the creation of groups, channels, and bots to communicate with your audience. You can easily connect Telegram with amoCRM via Umnico. This allows you to process incoming messages, allocate them to team members, and respond directly from the CRM system.
1. Log in to your Umnico account and navigate to “Settings — Integrations — Telegram Personal”.
2. In the connection window, enter your phone number (without any symbols) and click “Connect”.
3. A notification with an authorization code will be sent to the specified number in Telegram. Enter the code and click “Connect Telegram”.
4. After the connection closes, the integration with your Telegram Personal number will be added to the “Connected” section in Umnico. You will also receive a notification from Telegram about logging in from a new device. This is normal and indicates that all messages sent to your account will now appear in Umnico.
Note: If you log out of your account, the integration will stop until you reconnect it.
You can connect both Personal Telegram and Telegram Bot accounts to Umnico.
Also, check our video tutorial about Telegram integration.
Now, set up amoCRM integration. To connect the Telegram integration with amoCRM, select “Settings — Integrations” in the left menu and click on amoCRM.
In a pop-up window, click “Connect”.
In the tab that opens, select amoCRM (you should be logged in amoCRM) and click “Allow”.
Next, you will be transferred to Umnico to the page with integration settings.
Pipeline synchronization is an option to select a sales pipeline in amoCRM and the status assigned to deals. When a deal is sent to a specific pipeline with any status except for “Unsorted”, tags will be added to the deal indicating the integration channel through which it came, type of message (message/comment), phone number, also, in case with WhatsApp, the “Work phone” box will be filled.
If you want deals to be assigned “Unassembled” status, select “Send to Primary Pipeline ‘Unassembled’”. In this case, neither the tags nor the work phone number will be added to the deal.
Reach out first allows you to initiate a WhatsApp/Telegram Personal conversation from a deal, even if you haven’t had any correspondence with this user before. The amoCRM interface only allows you to write first with a WhatsApp/Telegram Personal account.
Deal settings allows you to choose what to do when a client initiates a new inquiry with an archived/closed deal: create a new deal or send a message to the last closed deal.
After selecting the settings, click “Save”. After that, you need to go to the amoCRM interface.
The integration is complete. If you have any questions, contact us via “Help – Chat with the operator” section. We’ll be glad to help.
Learn more about bots for Telegram in our blog article.