Connect WhatsApp to amoCRM: chats, replies from the deal and call history
Once connected, the customer’s WhatsApp messages arrive in amoCRM chats, and the manager’s reply from amoCRM goes to the customer on WhatsApp. Messages sent from Dialogs show in the amoCRM chat too, so there is one history. What the link can do overall is in WhatsApp for amoCRM.
TehProf.kz starts the connection after your request: place it as described in Where to start and name your amoCRM account. After that you need your amoCRM administrator — they allow access and switch the lines on.
- Open the “Dialogs” app in your amoCRM account and the page “Connect amoCRM”. Once amoCRM is connected, the same block is in Dialogs under “Settings → Integrations” (the tab is for the owner and administrators).
- Press “Connect amoCRM” and allow access in the amoCRM window. When you return, you will see “amoCRM account authorized” and the account number. If the button does not respond and the page says “amoCRM connection is being prepared”, tell support.
- In the list “Lines in amoCRM” press “Connect to amoCRM” next to the line you need. When it goes through, the line gets the mark “Connected”.
- Check the link. Write to the line’s number from another phone: the chat should appear in amoCRM and the new customer in Incoming leads. Reply from amoCRM and make sure the message reaches the phone.
Signing in to the account is not enough: if the row “Messages in amoCRM” says “Not connected” and no line is “Connected”, chats do not flow yet. Switch the line on first (step 3).
| What the page shows | What it means |
|---|---|
| “amoCRM account authorized” | Access to the account is granted. Chats are not switched on yet |
| “Messages in amoCRM” — “Connected” | At least one line sends its chats to amoCRM |
| “Call history in amoCRM” — “Connected” | The line’s calls land in the customer card history — see A call in the deal and the CRM feed |
| “Connected to another CRM” | The line already works with another CRM, such as Bitrix24. One line, one CRM |
| “Status unknown” | The page got no answer. Press “Refresh status” |
amoCRM itself creates the deal from the first message: the chat, contact and deal go to Incoming leads. The integration does not create deals or contacts from messages; from there you run the customer through your pipeline.
In a contact or deal card, choose the customer’s number in the Dialogs panel (“Client phone”), then the line (“Channel”). The conversation with that number opens, and you can reply or call. If the card has no number, choose “New conversation” and enter the number.
If the line has the calls option, a call stays in the customer card history and the recording opens by a link. How to take a call and how dialling works is in Set up WhatsApp calls. A call on an official line needs the customer’s permission — see WhatsApp calls in your CRM.
How much does the amoCRM connection cost?
There is no separate fee for amoCRM: you pay for the WhatsApp line and the connection at the prices in tenge. The trial and payment are described in Trial, payment and the invoice.
There is no “Connect amoCRM” block or button
The block is for the owner and administrators; other staff do not see it. Under “Settings → Integrations” it appears once amoCRM is connected to your account or Dialogs is open inside amoCRM. If the button is unavailable, the connection is not yet set up for your account: write to support.
Does Dialogs create deals in amoCRM?
No. amoCRM creates the deal and contact for a new chat in Incoming leads. An outgoing call to a customer with no deal can open a deal if the line is set up that way: see A call in the deal and the CRM feed.
Who can reply from amoCRM and what is checked?
A reply goes through the same checks as in Dialogs: the employee must have access to that conversation (Staff access), the line term must not have ended, and on official WhatsApp the 24-hour window must be open. If a check fails, the reply is not sent.
The customer wrote, but there is no chat in amoCRM
Check in order: the line shows “Connected”; in “Channels” the line is “Connected” and its term has not ended; “Messages in amoCRM” says “Connected”. Other causes are in When WhatsApp does not work.
Do files, groups and templates reach the amoCRM chat?
Plain text goes to the chat and back. TehProf.kz confirms files, groups and templates in amoCRM chats at connection: it depends on what amoCRM chats allow. In Dialogs itself all of this is always available.
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