How to Connect Telegram to amoCRM via Umnico
Telegram is one of the most popular messengers worldwide, especially among small and medium-sized businesses. It offers fast and convenient communication between companies and clients, supports file sharing and is actively used for service automation.
Integrating Telegram with amoCRM through the Umnico platform allows you to combine the messenger with your CRM system, accelerate inquiry processing, and establish a transparent, manageable sales pipeline.
Benefits of integrating Telegram with amoCRM via Umnico:
✅ Receive new inquiries from Telegram as deals in amoCRM.
✅ Respond to client messages directly from the CRM interface.
✅ Automate business processes: assign tags, set statuses, and distribute among users.
✅ Initiate conversations with clients (Telegram Personal).
✅ Analytics: monitor response times and inquiry sources.
Connecting messenger Telegram to Umnico
To start using Telegram in Umnico, follow these simple steps. The connection process will take just a few minutes.
To connect Telegram to Umnico, open your Umnico account and go to “Channels → Main → Telegram”.
Umnico supports two Telegram authorization methods: using a code received in a message or scanning a QR code.
Method 1. Connecting with a Code from a Message
In the connection window, enter the phone number linked to your Telegram account without spaces, parentheses, or any other additional characters. Click “Continue”.
Telegram will send you a message containing an authorization code.
Enter the code in the corresponding field and click “Connect”.
Method 2. Connecting with a QR Code
In the connection window, click “Connect using QR Code”.
Open the Telegram app and go to “Settings → Devices → Connect Device”. Use your phone’s camera to scan the QR code displayed in Umnico.
Once authorization is complete, the connection window will close, and Telegram will appear in the list of connected channels.
For security purposes, Telegram will send you a notification about a login from a new device. Confirm the authorization in the messenger by clicking “Yes, it’s me”.
Your Telegram account is now successfully connected to Umnico.
Before using Telegram in Umnico, we recommend reviewing the integration details. This will help prevent potential issues and ensure stable channel performance.
If you log out of your Telegram account, the Umnico integration will be temporarily suspended. To resume receiving messages, you will need to reconnect the account.
Integrating amoCRM with Umnico
The next step is to connect Umnico to your amoCRM account.
- To connect the Telegram integration to amoCRM, select “Integration with CRM” from the left-hand menu and click “amoCRM”.
- In the window that opens, click “Connect”.
- On the next page, select the required amoCRM account and click “Allow”. To see your amoCRM accounts, you must be signed in to amoCRM.
- Once the connection is established, Umnico will open the integration settings page. Here, you can configure deal management, select the channel used to initiate conversations, specify which agents can access the Umnico widget buttons in amoCRM, and manage employee permissions.
Configuring the amoCRM integration in Umnico
The “Deals” tab contains deal management and pipeline synchronization settings.
- Deal settings allow you to choose what should happen when a customer contacts you again after their previous deal has been archived or closed. You can either create a new deal or send the message to the most recently closed deal.
- Pipeline sync allows you to select an amoCRM pipeline and the stage to which new deals will be sent. When a deal is sent to a selected pipeline and any stage after “Unsorted”, tags will be added to the deal indicating the integration channel through which the request was received and the type of interaction, such as a message or comment. To send deals to “Unsorted”, select “Send to ‘Unsorted’ in the main pipeline”. Please note that, in this case, neither tags nor a work phone number will be added to the deal.
The “New message” tab allows you to initiate conversations through WhatsApp, Telegram, MAX, or WhatsApp Business API directly from an amoCRM deal, even if you have not previously exchanged messages with the customer, provided that the corresponding integration is connected and the deal was created by Umnico. The amoCRM interface only supports initiating conversations through WhatsApp, Telegram, MAX, and WhatsApp Business API.
The “Umnico Widget” tab allows you to give selected agents, or CRM users, access to the Umnico chat center widget in the amoCRM sidebar. The Umnico widget will only be displayed for the selected agents.
The “Access settings” tab serves to establish the connection. You must sign in to amoCRM and approve the permissions requested by the Umnico integration. This ensures that data is transferred correctly between the two platforms.
Once you have configured the settings, go to “amoMarket → Installed” in amoCRM, find Umnico, and click “Save”.
The integration is now fully configured and ready to use.
The Umnico widget will appear in the amoCRM sidebar, providing advanced tools for communicating and interacting with customers.
Working with Telegram Inquiries in amoCRM
Integrating Telegram with amoCRM allows you to establish a clear and manageable process for handling inquiries. All conversations are displayed within the CRM, simplifying communication control, increasing response speed, and improving service quality.
💬 New Telegram Inquiry = New Deal
When a potential client first messages you on Telegram, a new deal is automatically created in the selected sales pipeline in amoCRM. The deal will be tagged "Telegram" and contain user data, including the conversation, name, and, if available, phone number. This allows you to start working on the request immediately without manual data entry.
🔗 Linking Inquiries to Existing Clients
If the client's Telegram account is already registered in the amoCRM database (e.g., by phone number), the new conversation will automatically be linked to the existing contact or previous deal. This helps maintain interaction history and avoid duplicating clients in the CRM.
📨 Initiating Conversations with Clients
With amoCRM, managers can reach out to customers first via Telegram Personal or WhatsApp (including both web and business accounts) — all you need is the customer's phone number. This feature comes in handy for reengaging warm leads, sending reminders, discussing terms, or sharing documents.
By integrating with Umnico, communication channels expand even further. Through the Umnico widget within amoCRM, it's possible to reach out first across Telegram Personal, WhatsApp, Email, and WhatsApp Business API. This ensures efficient interaction with clients.
🔄 Continuing Conversations in Closed Deals
If a client messages again after a deal is closed, you can choose where to direct the message: to the last closed deal or create a new one. This helps retain the context of the inquiry and saves the user's time, especially in long-term or cyclical sales.
👥 Manual and Automatic Routing
Using built-in amoCRM tools or integrations with Umnico, you can assign deal responsibilities manually or automatically — for example, based on inquiry type, time of day, or user workload. This increases response speed and helps meet SLAs.
📊 Source Analytics
In amoCRM, you can track how many deals came through Telegram, at what stage they stall, how many sales are made, and how much time users spend responding. Thanks to tags and reports, you'll easily understand how effective this communication channel is.
Frequently Asked Questions (FAQ)
❓ Can I connect multiple Telegram accounts?
Yes. You can connect multiple personal accounts and/or bots.
❓ Can I message a client first on Telegram?
Yes, if you use Telegram Personal and have the client's phone number.
❓ What happens if I log out of Telegram?
If you log out of your Telegram account, the integration via the personal account will be suspended. To restore functionality, reauthorize Telegram in Umnico: enter your number and code in the "Telegram Personal" section.
❓ Are attachments and files transferred?
Yes, all messages, including photos, documents, audio, and video, are transferred.
❓ Is the integration secure?
Yes. Umnico uses secure authorization and does not store your personal Telegram data.
Help & Support
If you have any questions, feel free to contact us — we're happy to assist. To reach Umnico support, click the "Support" bubble in the bottom-right corner of your screen. Or go to the "Help → Chat with Support" section in your Personal account.
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