ChatApp integration into CRM
Comprehensive integration with popular CRM systems
For well-known market solutions, ChatApp has developed ready-made integration modules that can be downloaded from application stores. These solutions extend CRM capabilities and make it easy to communicate with customers. We have developed ready-made modules for four CRMs:
Bitrix24
KommoCRM
Altegio
In this article, we describe other solutions that can be used to connect ChatApp in other systems.
Embedding a unified channels window Dialogs
A CRM or ticketing system can be enhanced with a full-featured contact center for collaborative work with customer dialogs — ChatApp Dialogs — in just one day. Regardless of the number of employees or departments involved in customer communication, Dialogs includes all necessary tools for configuring complex request distribution schemes. This enables efficient problem resolution and a high level of customer service.
Below we list the ways ChatApp can be embedded into any CRM, even if there is no ready-made module available for it.
Integration via URL with contact (phone) transfer
A dialog link can be added to a third-party system — for example, to a CRM customer card. Create a “ChatApp Dialogs” button in the CRM, and when it is clicked, a chat with the specific customer will open directly in ChatApp Dialogs. There is no need to search for the dialog manually.
Integration of the Dialogs window via iFrame
The ChatApp Dialogs unified messenger window can be embedded into CRM systems and other interfaces via iFrame.
Integration via BOT BUILDER WEBHOOK
The bot builder can receive Webhooks and send API requests. This functionality allows you to configure large and complex integrations between services using the REST API method. A webhook is a way for one program to automatically send data to another when something happens. It is like receiving a message from a friend in a messenger. For example, when a new client appears in the sales funnel, a webhook sends this data to ChatApp — and the required scenario is triggered: for example, the system automatically sends a welcome message to the user.
The “API request” block sends requests
The “Incoming Webhook” block receives them
You can learn more about the bot builder in the article about the scenario editor.
Public ChatApp API for developers
API is like a “bridge” between two systems that allows them to communicate and exchange data. You can manage any communication channels in the CRM via API requests.
With integration via the public ChatApp API, you can extend customer service and product functionality. For example:
- Sending and receiving messages and their statuses;
- Retrieving a list of dialogs and their properties;
- Distributing dialogs among responsible agents;
- Managing dialog labels.
