Viber number integration in amoCRM 

1. Go into your Amo portal
2. In the left column, open “AmoMarket”
3. Find our “E-chat” widget. We recommend using the search box.  Widget name: “Номерной Viber От E-chat”. 
4. In the window that appears, check the box and click “Install”
5. In the fields, enter the number to be added (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 only add an active phone number
7. In AmoCRM you will be able to see all outgoing messages since the integration of the number
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 your customers in one place.

To quickly see all messages, simply 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 deal and add a phone number
4. Click “Save” at the bottom
5. To write a contact - click the phone number and select “Viber” and the number from which you will write.
6. At 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 AmoCRM chats, in a transaction, by opening the contact.

Automatically send messages to AmoCRM via SalesBot

1. Go to the “Leads” page
2. Click “Automate” in the top right corner
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, it must already be integrated in AmoCRM for this to happen
4. Then select a stage and click “+ Add trigger”
5. In the opened window select “+SalesBot”.
6. Customize when the message 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 Viber number will automatically go to AmoCRM.

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.

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 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
• amoCRM 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 AmoCRM application, if the message was sent from messenger application, it will not be displayed in crm.