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Invite a customer to Telegram chat

You can now invite a customer to Telegram chat from the CRM entity form. If your client prefers not to speak on the phone, suggest using a messenger for detailed deal discussions. Answer questions promptly, share product photos, and ensure client convenience. The communication history will be saved to the corresponding CRM entity form.

This article explains how to use this option in the web version of Bitrix24, but you can do it from the Bitrix24 Mobile app as well. Refer to this article to learn more about it.

To use this option, you need to connect Telegram to Bitrix24 Open Channel first.
Learn how to connect Telegram bot.

To invite a client to chat, follow these steps:

  1. Open a CRM entity form and select Invite to chat in the timeline on the right. If there are several linked contacts, select the one to whom you want to send an invitation link.

  2. Then click the gear button in the top right corner and select a service to send an SMS.

    To use SMS messages for this option, you should first set up an integration with the messaging service. You can set up the built-in Twilio integration or look for a solution in our Market.
  3. When all the settings are done, click Invite to Telegram.

After that, you can check the message status in the timeline. Once the client opens the provided link and sends you a message, a new customer chat will be created.

You will get a notification about a new message in Bitrix24. Open the customer chat right from the CRM entity form, or find it on the conversation list under Contact Center.

In brief

  • Invite a customer to Telegram chat right from the CRM entity form.

  • You need to connect Telegram to Bitrix24 Open Channel first.

  • Send an invitation link to Telegram chat via SMS and continue communicating in the messenger.

  • The communication history is saved to the corresponding CRM entity form.

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