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Telegram Messenger is an online app that lets you send messages safely with end-to-end encryption. In addition to sending messages, you can share multimedia files and links to documents.
Telegram supports advanced communication features, including replies, mentions, and hashtags, which help organize conversations and enhance clarity. Since Telegram is cloud-based, it uses very little storage space on your phone or computer and works across multiple devices simultaneously.
For advanced use, Telegram allows you to create bots using tools such as BotFather and Bot Tokens.
Let's explore how to send Telegram messages from various modules in Vtiger CRM.
You can integrate your Telegram account with Vtiger CRM. With this integration, you can:
You can add emojis, images (GIFs, JPG, PNG images), and PDF documents as downloadable links in your messages.
The following are the benefits of integrating Telegram Messenger:
In this article, you will learn about:
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You can easily create a Telegram account for free. To create a Telegram account, you need:
Note:
Once you are registered and authenticated, you can log into Telegram's web and desktop apps, where you can send and receive messages from your browser, desktop, laptop, or tablet.
Follow these steps on your mobile device to get started:
Note: You do not have to enter your real name or add a real picture of yourself. (Just like your WhatsApp profile or Facebook profile).
Now you are ready to start messaging from Telegram on your phone. You can also access the Telegram app from your Desktop or Web app. Let us see how.
Follow these steps to log into Telegram from the Desktop or Web app:
Alternately, you can use web.telegram.org for messaging.
Follow the steps below to log in from web.telegram.org:
You will be immediately logged into your Telegram account.
To integrate your Telegram Bot with Vtiger CRM, you will need a Bot Token, which is generated using BotFather on Telegram.
Follow these steps to generate a Bot Token in Telegram:
The Bot Token is used to connect Telegram with Vtiger and eventually to send messages.
Note:
The Bot Token is used to connect Telegram with Vtiger and eventually to send messages. Save it in a safe place. Now, the next few steps require you to go to Vtiger CRM.
Telegram is a free add-on in Vtiger CRM that can be installed from the Extension Store.
Follow these steps to install the Telegram Add-on:
A success message will be displayed. Once you have installed it successfully, you can find it under Essentials > Tools > Others > Telegram.
In this section, let us learn how to integrate Telegram Messenger with Vtiger CRM.
Integrating Telegram with Vtiger CRM requires you to do the following:
Step 1: Installing the Telegram app
Step 2: Create an account and retrieve the Bot Token from the Telegram app
Step 3: Configuring the Bot Token with Vtiger CRM
Android users can go to the Play Store app on their phone and download the app. iOS users can download it from the App Store.
Once you install the app, set up a Telegram account for your phone number using BotFather.
After you install the Telegram app on your phone, you must set up an account using your phone number.
Once your account is set up, you must create a new bot using BotFather. After your Bot is created, a Bot Token is generated. This token has to be pasted in the Telegram module in the CRM.
Follow these steps to retrieve the Bot Token:
You will see a message with an access token copied to the clipboard. Now, you can configure the Bot Token in Vtiger CRM.
Follow these steps to configure the Bot Token:
The system displays a success message if the configuration is successful. You can now access Telegram from the All Channels section in the Live Chat console to begin messaging.
Once Telegram is integrated with the Live Chats module in Vtiger CRM, support agents can directly respond to customers who send messages through Telegram. These conversations will appear in the Live Chats console.
Follow these steps to send a message from the Live Chats:
Your agents can now manage Telegram chats alongside other live chats in one place.
The sent and received messages can be viewed in the Telegram module within the CRM. The Telegram module offers two views for displaying messages: List View and Kanban View.