Viber Bot connection to amoCRM
Viber is one of the most popular messaging services globally. By utilizing the Viber chatbot feature, you can work with incoming inquiries and concerns 24 hours a day, seven days a week, boosting your customer experience and loyalty. Umnico can assist you in integrating Viber bots with the amoCRM. This way, you can easily process all Viber bot chats directly in the CRM system.
To start replying to Viber messages through amoCRM, follow the steps below. First, you need to connect a Viber bot to Umnico. This process takes just a few minutes.
Setting Up the Viber Bot Integration with Umnico
In your Umnico account, go to “Channels → Main → Other”. Select “Viber Bot”.
The Viber Bot connection window will open.
Get the bot token, then enter it in the “API token” field and click “Connect”.
The bot connection to Umnico will be complete, and Viber Bot will appear in the “Main” section in the list of connected channels.
If you do not have a Viber bot yet, you need to create one. You can find detailed information about the Viber integration with Umnico, including a guide on how to get the token, on the Viber Bot connection guide page.
Please note that currently Viber shows only bots from large companies and well-known brands in search results. Access to your bot may only be available through a direct link in the following format: viber://pa?chatURI={botname}.
amoCRM and Umnico Integration
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 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 specify the amoCRM pipeline and the status to which deals will be sent. If a deal is sent to the selected 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 its 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 start 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 them. The corresponding integration must be connected and a deal is created via Umnico. The amoCRM interface allows conversations to be initiated 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 widget will only be displayed for agents who have been granted access.
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”.
The integration is fully configured and ready to use. The Umnico widget will appear in the amoCRM sidebar.
Help & Support
Still have questions? Contact us and we will help. To reach an Umnico specialist, click the “Support” icon in the lower-right corner of your account, or select “Help → Chat with support” in the menu.
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