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WhatsApp Integration with amoCRM

WhatsApp integration with amoCRM

WhatsApp is a popular channel for customer support and sales used by a huge number of companies around the world. The main features of this communication channel are the ability to reach users first and have access to all early correspondence that existed before the connected integration.

Integration with WhatsApp allows you to record all calls to Umnico application, receive messages from customers and users who write to WhatsApp in the same way as you receive messages in the messenger program or the social media. You will no longer lose a single client, and all communication with them will be available on demand. Moreover, these dialogues can be systematized and analyzed in the future.

Integration with WhatsApp is useful for any business. The most active users of this business messenger are medium and small businesses, clothing stores, beauty salons, online stores and others.

To aggregate all messages from WhatsApp, Umnico uses a robust integration mechanism, so that not only text messages, but also documents and multimedia files can be exchanged without delay.

To connect WhatsApp integration in amoCRM:

1. Select “Settings — Integrations — WhatsApp Web” in your personal Umnico account.

Umnico interface

2. A connection window with a QR code opens. After that, open the WhatsApp application. Click on the three vertical dots in the upper right corner, and select “Linked devices”. A QR code scanner will open.

Connection window with a QR code

3. Scan the QR code with your phone.

Scan the QR code

4. The connection window will close and WhatsApp Web integration will appear in “Connected”, indicating the number. From now on, all messages from WhatsApp will go to Umnico.

WhatsApp Web integration will appear

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

Umnico interface

Click “Connect” in the window.

Connect amoCRM

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

AmoCRM interface

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

Umnico amoCRM settings

A closer look at the integration settings in Umnico

Funnel synchronization is an option to select a funnel in amoCRM and the status where transactions 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, type of message (message/comment), phone (when integrating with WhatsApp), and also in case with WhatsApp, the “Work phone” box will be filled.

If you want 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 allows you to initiate a WhatsApp/Telegram Personal conversation (even if you haven’t had any correspondence with this user before) from a deal, provided that the integration is connected. The amoCRM interface only allows you to write first 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 setting the settings, click the “Save” button. After saving, you need to go to the amoCRM interface.

AmoCRM interface
Umnico connected section

This is the end of integration with amoCRM.

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