Follow the below steps to Integrate Telegram with Vtiger CRM requires:
Step 1: Installing the Telegram app
Step 2: Creating an account and Retrieving the Bot token from the Telegram app
Step 3: Configuring the Bot token with Vtiger CRM
Step 4: Installing the Live Chats in Vtiger CRM
Step 1: Installing the Telegram app 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.
Step 2: Creating an account and Retrieving the Bot token from the Telegram appAfter 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:
- Log in to your Telegram app.
- Type @BotFather in the search bar. The BotFather chat window opens.
- Click Start to start the conversation.
- Type /newbot.
- Click Send.
- Type a unique username that ends in bot (Can be used by other Telegram Users to search for and identify your bot).
Note: The name of your bot must end in bot.
- Click Send. BotFather will generate an access token.
- Copy it.
You will see a message as an access token copied to the clipboard. Now, you can configure the Bot token in the Vtiger CRM.
Step 3: Configuring the Bot token with Vtiger CRMFollow these steps to configure the Bot Token:
- Log in to the CRM.
- Go to Tools.
- Select Telegram. The Telegram module opens.
- Click Settings.
- Click Add Bot Token.
- Paste the Bot token copied from the Telegram app. (Step 2: 8th point)
- Click Save.
The system displays a success message if the configuration is successful. You can now start messaging from the Telegram app.
Step 4: Installing the Live Chats in Vtiger CRMAfter configuring the Telegram in the Vtiger CRM, you must install Live Chats to
chat with agents directly from your Telegram app.
Follow these steps to install the Live Chats in Vtiger CRM:
- Log in to the CRM.
- Click the User Profile on the top right corner of the screen.
- Click Settings.
- Go to Extensions.
- Click Add-ons. The Add-on page appears.
- Type Vtiger Live Chats in the search bar. The Vtiger Live Chat add-on appears.
- Click Install. Are you sure you want to install? message window appears.
- Click Yes.
A success message will be displayed. Once installed, you will find it under the Help Desk> Customer Issues app in the CRM.