How to Connect Telegram Bot to amoCRM via Umnico

Telegram Bot is a powerful tool for automating customer communication. It allows you to handle common inquiries 24/7, reduce the workload on your team, and maintain consistent service quality. Bots are especially useful for businesses that need to respond quickly and build predictable communication workflows.

Integrating Telegram Bot 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 Bot with amoCRM via Umnico:

✅ Receive new inquiries from Telegram Bot as deals in amoCRM.
✅ Respond to client messages directly from the CRM interface.
✅ Automate business processes: assign tags, set statuses, and distribute among users.
✅ Analytics: monitor response times and inquiry sources.

Connecting Telegram Bot to Umnico

To start using Telegram Bot, follow the simple steps in this guide. The connection process will take just a few minutes.

In your Umnico account, go to “Channels → Main → Telegram Bot”.

Channels showcase

The connection window will open.

Telegram Bot connection window

Open the Telegram app and tap the search icon. Enter “@BotFather” in the search bar and make sure you select the official bot: a white checkmark on a blue star should appear next to its name. Open this bot.

To request an API token, enter the /token command. BotFather will then ask you to select the bot whose token you need to request, and then send the API token required to connect it to Umnico. Copy the token you receive.

If you do not have a bot yet, you can create a new one. We covered the full bot creation process in a separate guide on connecting Telegram to Umnico.

Return to Umnico, paste the API token into the corresponding field, and click “Connect”.

Connecting Telegram Bot to Umnico

Done! After a successful connection, the Telegram Bot integration will appear in the list of connected channels. The bot connection is now complete, and you can proceed to configuring the CRM integration.

Connecting amoCRM to Umnico

  1. To connect the Telegram integration to amoCRM, select “Integration with CRM” in the left-hand menu and click amoCRM.
amoCRM in the integration section
  1. In the window, click “Connect”.
amoCRM connection window
  1. In the tab that opens, select amoCRM and click “Allow”. To see amoCRM in the list, you must be signed in to amoCRM.
Access granting in amoCRM
  1. A page with integration settings will open in Umnico. There, you need to configure deals, select which channel will be used to reach out first, choose which agents will see the Umnico widget buttons in amoCRM, and set employee access permissions.

amoCRM Connection Settings in Umnico

amoCRM settings in Umnico

The “Deals” tab contains deal settings and pipeline synchronization settings.

Deal settings allow you to choose what should happen when a customer contacts you again about an archived or closed deal: a new deal will be created, or the message will be sent to the most recently closed deal.

Pipeline sync allows you to select an amoCRM pipeline and the status to which deals will be sent. If a deal is sent to a specific pipeline and any status after the “Unsorted” stage, tags will be created automatically in the deal, indicating the integration channel through which the request was received and the request type: message or comment.

To send deals to “Unsorted”, select “Send to ‘Unsorted’ in the main pipeline”. Please note: in this case, tags and the work phone number will not be added to the deal.

The “New message” tab allows you to configure the ability to initiate a conversation with a customer through WhatsApp, Telegram, MAX, or WhatsApp Business API directly from a deal, even if there has been no previous conversation with this user. The corresponding integration must be connected and a deal is created via Umnico. The amoCRM interface allows you to start a conversation only through WhatsApp, Telegram, MAX, and WhatsApp Business API.

The “Umnico Widget” tab allows you to give selected agents — CRM users — access to the Umnico chat center widget in the amoCRM sidebar. The Umnico widget will only be displayed for the selected agents.

On the “Access settings” tab, you need to sign in to amoCRM and confirm permissions for the Umnico integration. This ensures correct data transfer between the platforms.

After completing the setup, go to “amoMarket → Installed” in amoCRM, find Umnico, and click “Save”.

Umnico plugin settings in amoMarket

The integration is fully configured and ready to use.

The Umnico widget will appear in the amoCRM sidebar, providing advanced tools for interacting with customers.

Working with Telegram Bot Inquiries in amoCRM

Integrating Telegram Bot 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 Bot Inquiry = New Deal

When a potential client first messages you on Telegram Bot, 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 Bot, 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 Bots?

Yes, you can connect several bots and/or personal accounts.

❓ What happens if I log out of Telegram?

If you sign out from your account, integration through the Telegram bot will be paused. To resume functionality, you'll need to reauthorize Telegram in Umnico again.

❓ 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 Bot 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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