Integrating Telegram number into Kommo
- Go to your Kommo portal
- In the left column, open “Settings” and go to the “integrations” section.
- Find our “E-chat” widget. We recommend using the search box. The name of the widget is: “Viber & Telegram via E-chat.”
- In the window that appears, check the box and click “Install”
- 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”).
- You can add only active phone number
- In Kommo you will be able to see all outgoing messages from the moment of number integration
- Outgoing messages are saved only those that were sent from Kommo service.
CONGRATULATIONS! Now you will be able to see all incoming and outgoing messages inside Kommo and communicate with your customers in one place.
To quickly see all messages just go to the chat page in Kommo.
Create a deal - add a contact - write first directly from Kommo
- Go to the “Leads” page.
- In the upper right corner click “+ New Lead”
- In the window that opens, enter the details of the new deal and add a phone number
- Click “Save” at the bottom
- To write a contact - click on the phone number and select “Telegram” and the number from which you will write.
- On the bottom right, enter the text of the message and click “Send”.
Congratulations! Your first message has been sent
Next, you will be able to open a correspondence with this contact in Kommo chats, in a transaction, by opening the contact.
Automatically send messages to Kommo via SalesBot
- Go to the “Leads” page
- Click “Automate” in the top right corner
- 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, it must already be integrated in Kommo for this to happen
- Then select a stage and click “+ Add trigger”
- In the opened window choose “+SalesBot”.
- Customize when the message will be triggered and select an existing bot or create a new bot by clicking “Create a new bot”.
- Click “+
- 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. - 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 Kommo)
All incoming messages to an active and integrated Telegram number will be automatically sent 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 integrating with Kommo, these messages will also be sent to the top funnel at the “Incoming Leads” stage and a new deal will be created.
Tagging of deals from E-chat
All deals in the unbundled will be tagged. With tags, you can customize the distribution of new deals into stages or different funnels.
Control of duplicate incoming messages
Often Kommo creates a new agreement when incoming messages are received, although there has already been communication with this number, so we recommend setting up duplicate control on the Automatе page in each funnel and sometimes checking duplicates manually to avoid losing 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
- Kommo will display all incoming messages to your number
- Outgoing messages you will be able to save and see in crm only those sent directly from Kommo application, if the message was sent from messenger application, it will not be displayed in crm.
