Instructions

Connections to amoCRM

Guide / WhatsApp

How to connect WhatsApp to amoCRM

WhatsApp to CRM needs to be connected via a work number and a clear chat circuit. The most common mistake is to try to do this on managers’ personal phones and assume that the company has received a managed channel. In practice, this almost always leads to a loss of history and control.

Work numberCorrespondence in a cardControl of responses

Step 1

Prepare your work number

  • Do not use managers' personal numbers as the company's main channel.
  • Set the channel owner and access rules.
  • Decide what your first reaction to a new message will be.

Step 2

Connect the connector

  • Choose a solution that can save correspondence in the CRM card.
  • Check if it creates a deal or contact from a new message.
  • See if you can assign a person in charge automatically.

Step 3

Check the control

  • Set auto-tasks and control responses by deadline.
  • Check if the manager sees the entire history of the channel.
  • Make sure that the manager's departure does not take the client and correspondence with him.

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