Viber Bot integration with amoCRM

Viber Bot integration with amoCRM

Viber Bot is a robotic Viber program designed to automate user interactions with businesses. For most companies, this is the only way to process Viber user inquiries.

Integration with Viber Bot allows you to not to miss any inquiries from customers and receive messages from Viber users directly to Umnico app. You will no longer get confused in correspondence and inquiries from clients, since all dialogues will be fully available in Umnico.

Integration with Viber Bot will be useful for both online stores and service companies engaged in the provision of services.

Umnico uses the official integration mechanism with Viber Bot, so messages and images can be exchanged without delay.

To connect Viber Bot with amoCRM:

1. In your Umnico personal account, select “Settings — Integrations — Viber Bot”.

2. The connection window will open.

3. If you already have a bot token, enter it in the box provided and click “Connect”.

3.1 If you don’t have a token, you need to create a bot. Go to the Viber partner resource to register. You should already have an account in Viber (its number is indicated during registration). A login code will be sent to it.

3.2 Go to the control panel and select the bot creation button: Create Bot Account

3.3 Fill out the bot card in the following way:

Account Name — the name of your bot, which will be displayed in Viber for your customers.

Account Image — your bot icon, 400×400 pixels.

Uri — name in the link to the bot like: http://viber.com/Uri.

Category and Subcategory — the category and subcategory of your future bot subject.

Language — language.

Description — a short description of your bot.

Website Address — the address of your website (optional).

Email Address — email address for communication.

Location — your location.

The account contains adult content — check the box if your bot refers to adult content.

I accept the Terms and Conditions — consent to use the Viber bot service.

3.4 After that, click on the “Create” button and your Viber bot will be created. The page will show the key we need (Private token). Type this key in the box for connecting Umnico and click “Connect Viber.”

4. After clicking “Connect” in “Connected” integration with Viber Bot will appear. From now on, all messages sent to the bot will be delivered to Umnico.

Watch video tutorial on our YouTube channel, about how to enable integration with Viber Bot:

After that, connect the amoCRM integration. To connect Viber Bot integration with amoCRM, select “Settings — Integrations” in the left menu and click on amoCRM.

In the window, click “Connect”

In the tab that opens, select amoCRM (to display amoCRM you must be authorized in amoCRM) and click “Allow”

Next, you will be transferred to Umnico to the integration settings page.

A closer look at the integration settings in Umnico

Funnel synchronization allows users to select a funnel in amoCRM and the status where deals will be transferred. When a deal is sent to a specific funnel and to any next status after “Unsorted”, tags will be created in the deals indicating the integration channel through which the deal came in the form of message (message/comment).

If you need deals to be sent to the “Unsorted”, select “Send to Primary Funnel “Unsorted”. But in this case, neither the tags nor the work phone number will be added to the deal.

Reach first — amoCRM has the ability to initiate a dialogue in WhatsApp/Telegram Personal (even if you haven’t had any correspondence with this user before) from the deal, provided that the integration is enabled. amoCRM interface allows you to reach first only with WhatsApp /Telegram personal.

Deal setup — you need to choose what to do when the client reapplies for an archived/closed deal. Create a new deal or send a message to the last closed deal.

After configuring the settings, click the “Save” button.