WhatsApp in amoCRM, Umnico Widget

WhatsApp and amoCRM Integration

Seamless and reliable WhatsApp integration with amoCRM. Manage your customer conversations directly in amoCRM and handle more leads efficiently with powerful sales automation tools.

Connect multiple WhatsApp numbers to amoCRM, configure customized access levels for each team member, and automatically distribute incoming inquiries from the messenger audience.

Send
Check for WhatsApp availability and reach out first
Verify a client's WhatsApp number directly in the contact card and send messages via WhatsApp right from the deal
Inquiry
Send bulk messages to WhatsApp from CRM
Set up automated message delivery based on triggers or contact lists at specific stages of your digital pipeline
Salesbot
Automate Conversations with Salesbot
Handle inquiries 24/7 and eliminate routine tasks using amoCRM's automation tools
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Why do you need amoCRM and WhatsApp integration?

WhatsApp and amoCRM integration allows you to create a single communication space and keep all correspondence between employees and customers in CRM, instead of their phones. Moreover, by combining the amoCRM and the world-popular messenger capabilities, you can better control the work of sales and support agents.

To set up WhatsApp and amoCRM integration, install Umnico application, which supports the functionality of the popular messenger into CRM, after which clients’ details will be recorded automatically. You can send and reply to messages directly from the deal card. After WhatsApp integration with the CRM is set up, “Write to WhatsApp“ option will appear when clicking on the customer’s phone number in amoCRM.

What tasks does WhatsApp integration with CRM solve?

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Customer communication records in CRM
Is all your communication data stored on phones? Save all contacts and chat records in amoCRM to improve service quality and better analyze customer needs
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Unified customer profile
Tired of searching for customer information? A complete customer profile, including order history, support tickets, and preferences, right in the deal card, allows you to work efficiently
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Routine processes automation
Are routine tasks consuming your team's time? Automate standard business processes in amoCRM and free up resources for strategic tasks
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Improved conversion from chats to deals
Overwhelmed by chats that don’t convert into deals? Automate incoming lead processing with chatbots and boost conversion rates, reducing the workload on your team
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Better contact rate
Are customers not answering calls? Reach a wide audience with personalized WhatsApp broadcasts about special offers and promotions. 95%+ of recipients read these messages
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24/7 customer support
Tired of losing customers to competitors due to delayed responses? Process inquiries anytime with chatbots and reply to common questions instantly using answer templates

Find out how Umnico can improve your core business metrics

What kind of business do you do?

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Features and benefits of amoCRM integration with WhatsApp

A reliable integration mechanism will automate the work with inquiries and allow to conduct multiple dialogs with customers in a single Umnico widget window. Selling via WhatsApp will become faster and more convenient.

Reach your client first through WhatsApp in amoCRM

Check whether a client has WhatsApp and reach out to them first

With Umnico Checker, you can verify whether a client has WhatsApp and ensure messages reach the recipient. If the client does not have a WhatsApp account, they can be contacted through another popular messenger, such as Telegram.

Reach out to clients first in WhatsApp from the built-in Umnico widget or via a dialog in Deals in amoCRM. You no longer have to wait for a client to contact you on the messenger.

Bulk messaging with WhatsApp and amoCRM

Send bulk messages from amoCRM

Umnico’s integration with CRM systems allows you to conduct bulk messaging on WhatsApp for all active deals.

Sales Bot allows you to sell without sales reps. Now the bot can communicate with clients via WhatsApp as well. Create and connect chatbots to automate answers to common user questions without wasting operators’ and managers’ time.

Full Digital Pipeline support helps to increase the efficiency of sales and support by automatically distributing inquiries among employees and sending notifications to customers via messenger with a 95% read rate.

Several WhatsApp accounts connected with amoCRM

Connect multiple WhatsApp accounts

Use multiple WhatsApp accounts in amoCRM at the same time. For example, each employee can use a different number, or several people can communicate from the same account. Moreover, you’ll be able to have discussions in group chats, send messages with contracts, photos, videos, audio or other files without any limits.

Use sets of emojis to make communication less formal and establish a connection with customers more quickly.

WhatsApp logo

Use WhatsApp in amoCRM as with a regular messenger

Engage clients via WhatsApp in the Umnico chat center inside amoCRM and turn more inquiries into deals

One window for all inquiries processing

Manage all inquiries in Umnico chat center widget

Once you connect Umnico to CRM, a multifunctional widget will become available in the system, enabling you to chat with all your clients, reply to comments, quote messages, use templates, and reach out to clients first through a user-friendly interface.

The omnichannel messaging widget has a built-in search function for messages and clients, as well as all necessary filters.

Monitor and analyze your business communication in Umnico Widget

Monitor and analyze employees’ performance

Connect WhatsApp accounts with amoCRM and monitor your employees’ communication with clients. Restrict access so that employees cannot view chats belonging to other team members. In addition, you can check message delivery status in conversations. Moreover, you can add phone numbers to a blacklist, so that messages don’t end up in the CRM. It also enables you to analyze the speed of inquiries processing and the quality of the operator’s response. Your agents will understand that all communications are now under control, and a departing consultant won’t take the entire chat history with clients when they leave.

Monitor and analyze your business communication in Umnico Widget

Chat with clients on WhatsApp using amoCRM mobile app

Keep in touch with your clients anywhere and anytime by replying to their messages via the CRM system’s mobile app.

All communication is saved in the mobile app and can be read later from a desktop. Key features of amoCRM and WhatsApp are also supported in integrations with Instagram, VK, Facebook, Telegram, Live Chat, and others.

Automate communication with clients using Sales-bot amoCRM

To use all the advantages of sales automation, set up Sales-bot amoCRM!

amoCRM bot and WhatsApp allow you to:

  • Move transactions through the stages of the sales funnel and assign persons in charge
  • Fill in data in the deal/contact/company directly from a client’s message
  • Send information from the deal/contact/company fields
  • Build communication algorithms based on conditions and data checks
  • Send messages with notes to the internal company chat
  • Exchange images and video files via WhatsApp
Sales-bot amoCRM combined with WhatsApp through Umnico

Even more useful WhatsApp features for amoCRM

Contacts and geolocation sharing
Contacts sharing
Quick switch between chats and deals
Chat to deal switching
Message forwarding to other messengers
messengers
WhatsApp group chats support
WhatsApp group chats in amoCRM
Deal tagging in amoCRM
Chat tagging
Customizable chat access settings
Chat access management
Recent chat history importing
Recent chat history uploading

Why is WhatsApp integration with amoCRM more convenient than the messenger app on your phone?

Unlike the WhatsApp Business app on your smartphone, WhatsApp integrated with amoCRM allows you to centralize and organize communications, automate routine processes, personalize interactions more effectively, and implement analytics for data-driven decision-making. Use this data and manage customer relations to grow your business. Keep the WhatsApp app on your smartphone for personal matters.

WhatsApp appWhatsApp in CRM
Chat records collecting and supervision-+
Team access to a shared WhatsApp number-+
Chat access configuration-+
Client profile formation-+
Chatbots and communication automation-+
Bulk messaging across your database-+
Tags and statuses-+
Templates and hotkeys-+

WhatsApp and amoCRM integration price

The cost of using WhatsApp functions within amoCRM depends on the number of connected accounts and the subscription period.
Starting from $19.5 a month
Evaluate the full functionality of amoCRM and WhatsApp for free оr design your rate.
All-in-one messenger widget with custom rates

Check out other messengers integration with amoCRM option provided by Umnico

amoCRM is a comprehensive solution for small and medium-sized businesses, and Umnico is its powerful extension. The Umnico app enables your company to reach more customers and communicate with them through their preferred messengers directly within the CRM, whether via a convenient chat center or inside Deal cards.

Text-based communication via Telegram Personal and Telegram Bot inside amoCRM with maximum messenger functionality support
Instagram integration with amoCRM that works without VPN and supports cross-channel response
VKontakte functionality inside amoCRM to engage a wide audience of the Russian social media
Connecting a popular marketplace messenger to process inquiries for different listings

FAQ about the integration of amoCRM with WhatsApp

Our clients are mostly interested in the following questions about the WhatsApp performance within amoCRM:
Are there any delays in sending messages?
The delay in sending messages is 1-3 seconds, which is no more than for all messenger users.
Is WhatsApp Business supported?
Yes, we recommend using it. WhatsApp Business is the most stable connection, which supports extended company description, and message sending status (sent, read).
Is it possible to connect several numbers to one account in amoCRM?
Yes, it is possible. Communication automatically starts with the number you received the message from. Once you connect to the messenger, we’ll upload the entire conversation history for a smooth start.
Can I send bulk messages through WhatsApp?
amoCRM enables you to do bulk messaging on active deals in your messenger. However, we advise you to use it with caution to minimize the risk of social media account suspension.
Can I reach out to clients first in amoCRM?
Yes, the integration with amoCRM gives you the option to start a chat with any client right in the deal card or Umnico widget.
How to make sure that a client has WhatsApp?
You can find out if your client uses messaging apps almost instantly, without leaving amoCRM! Umnico's built-in messenger checker allows you to quickly verify whether a client's phone number is linked to WhatsApp or Telegram accounts directly in the contact card. After checking, you can immediately send them a message or use their number for notification campaigns..
Is there support for WhatsApp group chats?
Umnico supports group chats in the widget, and there is a separation of access, so your employees can only see group chats with their clients.
How to automate touchpoints in amoCRM?
To automate touchpoints in amoCRM you need to create a trigger at the right deal stage, then set up SalesBot with dialog initiation via WhatsApp.
How to use WhatsApp within amoCRM for free?
amoCRM has a free standard integration with the messenger WhatsApp. However, this integration’s functionality is very limited. For the most convenient and reliable customer interactions, many companies use Umnico widget. This integration is not free, but its cost is low compared to the cost of attracting customers.
Can quick reply buttons be used in messages?
Quick reply buttons are available in WhatsApp messages, but only in template messages sent via the WhatsApp Business API. These buttons are configured during the template creation process and need to be approved with WhatsApp. For regular messages, you can use text-based links instead.

Add WhatsApp functionality to amoCRM.

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