How to Connect WhatsApp Business API to amoCRM via Umnico

Published: 18 October 2023

Updated: 5 March 2025

WhatsApp Business API is Meta’s official solution designed for medium and large businesses. It enables automated customer communication, CRM integrations, chatbot support, and bulk messaging. Unlike the WhatsApp Business App (intended for small businesses), the API offers greater flexibility, scalability, and advanced functionality.

Integrating WhatsApp Business API with amoCRM through the Umnico platform enables you to unify your messenger with your CRM system, automate WhatsApp notifications and marketing message blasting based on amoCRM triggers, ensuring transparent and manageable sales pipeline.

Benefits of integrating WhatsApp Business API with amoCRM via Umnico:

✅ Receive new inquiries from WhatsApp Business API as deals in amoCRM.

✅ Ability to reply to messages from WhatsApp Business API and rich out first using templates in the platform interface.

✅ Automate business processes: assign tags, set statuses, and distribute among users.

✅ Analytics: monitor response times and inquiry sources.

Before you start

Connecting WhatsApp Business API to Umnico

Connecting amoCRM to Umnico

Working with WhatsApp Business API inquiries in amoCRM

Frequently Asked Questions (FAQ)

Help & Support

Related Guides & Articles

Before you start

WhatsApp Business API operates exclusively through Meta’s servers. To connect a number to the WhatsApp Business API, it must be fully disconnected from the mobile app — otherwise, Meta will not approve the connection request.

Delete WhatsApp account from mobile app

To make your number available for WhatsApp Business API:

Open WhatsApp or WhatsApp Business on your phone.
Go to «Settings → Account → Delete AccountSettings → Account → Delete Account».
Enter your number in international format, select a reason, and confirm.

🔁 You can return the number to the mobile app 1–1.5 months after disconnecting it from the API.

⛔ Connecting the number back to the app before verification is complete will void your application. Doing so afterward will disable your API access.

Facebook business verification (optional)

Business verification is not required to register a WhatsApp Business API number. You can start by linking your phone number to your Facebook Page during setup.

However, official verification from Meta allows you to initiate up to 1,000 conversations per day and gradually increase this limit if you comply with their commerce policy.

📖 To learn how to verify your business read this article further.

Connecting WhatsApp Business API to Umnico

To start using WhatsApp Business API in Umnico, follow a few simple steps. The connection process only takes a few minutes.

Tutorial video

If video works better for you, check out the tutorial below to connect the channel.

Step-by-step guide

1. In your Umnico account go to «Channels → WhatsApp Business API».

2. Click «Connect» in the pop-up window.

3. In the opened window, click «Log in with Facebook». Log in or click «Continue as [your name]».

4. Follow these steps

Select an existing Business Portfolio or create a new one in this window by providing the necessary information about your company.

Select or create a WhatsApp Business Account.

Confirm the number via SMS or voice call (for landline numbers).

Click «Continue», then «Finish».

5. Done! All incoming messages will now appear in Umnico. Your WhatsApp Business API account will be shown in the list of active channels.

Connecting amoCRM to Umnico

The next step is to link Umnico with your amoCRM.

Tutorial Video

If you prefer visual instructions, watch our video. If you prefer a step-by-step breakdown, proceed to the next section.

Step-by-Step Guide

1. In your Umnico Personal Account, select from the side menu: «CRM Integrations → amoCRM».

2. Click «Connect». An authorization window will open.

3. In the opened tab, select your amoCRM account (you must be logged in) and confirm the integration permission.

4. After connecting, the Settings page will open:

Pipeline Synchronization

Select the pipeline and status where new deals from Umnico will be directed. If you send inquiries directly to the main pipeline stage, the system will automatically add tags to deals: integration channel (e.g., WhatsApp Business API), message type (message or comment). If you choose the «Send to 'Unsorted' of the main pipeline» option, tags and the work phone will not be added.

Access Settings

To connect, you need to authorize in amoCRM and confirm permissions for integration with Umnico. This ensures correct data transfer between platforms.

Reach out first

You can start a conversation with a client from a deal in amoCRM — even if they haven't messaged you yet. This feature is available only for WhatsApp and Telegram Personal, provided the client's number is already in the contact card.

Deal Settings

Configure the logic for handling repeat inquiries: create a new deal or add the message to the last closed one. This helps avoid duplication and keeps the entire communication history with the client in one place.

5. Once everything is set, click «Save» to apply the changes.

After completing the integration setup in Umnico, go to amoCRM. In the left side menu, select the «AmoMarket» section. Then open the «Installed» tab — Umnico will appear in the list of installed applications. Click on Umnico to open the integration description page.

Click the «Save» button.

6. Done! The integration is now fully set up and ready for use.

In the amoCRM side menu, the Umnico widget will be displayed. It offers extended capabilities for interacting with clients. For more details on its functions, read the «Umnico Widget in amoCRM» guide to make the most of the integration.

Working with WhatsApp Business API Inquiries in amoCRM

Integrating WhatsApp Business API 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 WhatsApp Business API Inquiry = New Deal

When a potential client first messages you on WhatsApp Business API, a new deal is automatically created in the selected sales pipeline in amoCRM. The deal will be tagged «WhatsApp Business API» 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 WhatsApp 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 WhatsApp Business API, 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)

❓What happens if I log out of WhatsApp Business API?

If you log out of your WhatsApp Business API account, the integration via the personal account will be suspended. To restore functionality, reauthorize WhatsApp Business API in Umnico.

❓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 WhatsApp Business API data.

Help & Support

If you have any questions, feel free to contact us — we're happy to assist.

To reach Umnico support, click the «Chat with support» bubble in the bottom-right corner of your screen. Or go to the «Help → Chat with Support» section in your Personal account.