Integration of Telegram number in AmoCRM

1. Go to your Amo portal
2. In the left column, open “AmoMarket”.
3. Find our “E-chat” widget. We recommend using the search bar.  The name of the widget is: “Номерной вайбер от E-chat”.
4. In the window that appears, check the box and click “Install”
5. In the fields, enter the number you want to add (the number must be activated in the “E-chat” service in your personal cabinet), and the corresponding API key (you can find it in your personal cabinet “E-chat”).
6. You can add only active phone number
7. In AmoCRM you will be able to see all outgoing messages from the moment of number integration
8. Outgoing messages are saved only those that were sent from AmoCRM service.

CONGRATULATIONS! Now you will be able to see all incoming and outgoing messages inside AmoCRM and communicate with clients in one place.

To quickly see all messages just go to the chat page in Amo.

Create a deal - add a contact - write first directly from AmoCRM

1. Go to the “Leads” page
2. In the upper right corner click “+ New Lead”
3. In the window that opens, enter the details of the new agreement and add a phone number
4. Click “Save” at the bottom
5. To write a contact - click on the phone number and select “Telegram” and the number you will write from
6. On the bottom right, enter the text of the message and click “Send”.

Congratulations! Your first message has been sent

Then you will be able to open correspondence with this contact in amoCRM chats, in a transaction, by opening the contact.

Automatically send messages to amoCRM via SalesBot

1. Go to the “Leads” page
2. In the top right corner, click “Automate”
3. To send automated messages at any stage of the funnel you need to add an “E-chat” funnel source in the menu on the left, to do this click “Add source” and add the “E-chat” widget, for this it must already be integrated in AmoCRM
4. Then select a stage and click “+ Add trigger”
5. In the opened window select “+SalesBot”.
6. Customize when the message sending will be triggered and select an existing bot or create a new bot by clicking “Create a new bot”.
7. Click “+"
8. To send the message:
   - on all existing client channels select Message
   - For E-chat channel only, select “Widget” at the bottom and click “+Add” of the E-chat widget.
9. In the window that opens, enter the message we will send to the customer at this stage of the funnel and save or set up a full E-chat funnel

Congratulations! Your automated message or funnel has been created

Incoming messages from a new contact (whose number is not in AmoCRM)

All incoming messages to an active and integrated Telegram number will automatically go to Kommo.

If there was no previous communication with the number or the contact/deal is not in crm, all incoming messages from such numbers will automatically go to the top funnel or to the one where the widget is added as a source to the “Incoming Leads” stage and a new deal will be created.

If you have previously communicated with this number from your Telegram before the integration into amoCRM, then these messages will also be sent to the top funnel at the “Incoming Leads” stage and a new deal will be created.

How to understand which number the E-chat icon was written to

If the icon on the right is marked with the E-chat logo, then you have been written to from Viber.

If Telegram - then to the messenger Telegram.

Tagging deals from E-chat

All deals in unassembled will be tagged. With the help of tags you can customize the distribution of new deals by stages or different funnels.

Control of duplicate incoming messages

Often AmoCRM creates a new agreement for incoming messages, although there was already a communication with this number before, so we recommend setting up duplicate control on the Automatе page in each funnel and sometimes check duplicates manually, so that you don't lose the history of communication with the client.

Warning!

• You can only add an active number
• All communication can be quickly found in the panel on the right
• All incoming messages to your number will be displayed in AmoCRM
• Outgoing messages you will be able to save and see in crm only those that were sent directly from AmoCRM application, if the message was sent from messenger application, they will not be displayed in crm.