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KommoBitrix24monday.comConnect Telegram in Planfix for only $15.90/per month
Set up auto-replies in Telegram from Planfix
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Integrations for Planfix
Telegram
Whatcrm Web
Telegram
Connect- Write to customers first
- Blacklist
- Robots and business processes
- Message reactions
- Group chats
- Send and receive files
- Web messenger
- Missed calls notification on Telegram
Whatcrm Web
Open- Text customers first from any number
- Name and phone number in profile
- Message reactions
- Sending and receiving files
- Customize access to connections
- Bounce templates
Examples of use
Write to customers first
React to Planfix messages in Telegram
Write from any connected number
Unlimited dialogues
Distribute requests among employees
Automatically distribute transactions among employees
Improve the speed of processing new applications
Optimize your workflow
Chat with site visitors
Place a widget button on your website
Increase the number of applications and registrations
Improve communications with customers
Tariffs for Planfix
Start $15.90/ 30 days | Pro $23.90/ 30 daysRecommended | Enterprise $38.90/ 30 days | |||||||||||||
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Write first | Start: | Pro: | Enterprise: | ||||||||||||
Automation | Start: | Pro: | Enterprise: | ||||||||||||
CRM Plugin to your website | Start: | Pro: | Enterprise: | ||||||||||||
Sending and receiving files
| Start: | Pro: | Enterprise: | ||||||||||||
Selecting a funnel for a number | Start: | Pro: | Enterprise: | ||||||||||||
Unlimited dialogues | Start: | Pro: | Enterprise: | ||||||||||||
Blacklist | Start: | Pro: | Enterprise: | ||||||||||||
Access to the history of all files
Storing files for 1, 6 or 12 months means that the files will be available in our cloud for the specified period. After this period expires, the files are automatically deleted from the web version. However, if you are using CRM and have saved files in the storage disk of CRM itself, they will remain there for as long as you choose to keep them until you manually delete them. | Start: | Pro: | Enterprise: | ||||||||||||
No limit on the number of users | Start: | Pro: | Enterprise: | ||||||||||||
Missed calls notification on Telegram | Start: | Pro: | Enterprise: | ||||||||||||
| Start: | Pro: | Enterprise: | |||||||||||||
| Start: | Pro: | Enterprise: | |||||||||||||
Distribution of incoming leads | Start: | Pro: | Enterprise: | ||||||||||||
Message reactions | Start: | Pro: | Enterprise: | ||||||||||||
Selecting a server location A server whose resources are only under your control is allocated on demand. Possible locations:
| Start: | Pro: | Enterprise: | ||||||||||||
Connecting your own S3 storage Your own S3 storage can be used to store incoming and outgoing files | Start: | Pro: | Enterprise: | ||||||||||||
Поддержка по телефону | Start: | Pro: | Enterprise: | ||||||||||||
| Connect | Connect | Connect |
How to connect Telegram integration to your Planfix account?
Register with Planfix CRM at planfix.ru. Follow the instructions.
Get an authorization token to connect Planfix with Telegram by Whatcrm.
Register with Whatcrm. Follow the link. Enter your email address, full domain (insert your domain without http), and authorization token. All data must match what you entered when registering with Planfix.
Confirm your email address by entering the verification code sent to your email address.
After successful verification, your personal account will open, where you need to create a connection to work with the Planfix Chat API.
All messages that will be written after the connection will appear in the tasks. Here you’ll find detailed instructions and recommendations on how to write the first message from Planfix to Telegram.
We’re always in touch
Any questions?
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Customer support
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Questions and answers
- Planfix integration with Telegram takes 5-10 minutes. Users connect and configure the Whatcrm service independently according to their pricing plan.
- The authorization key for Planfix is set automatically after connecting the number; it will need to be used when configuring Planfix integration with the corporate Telegram account.
- The client sends a message to the corporate Telegram account. A client card and a task are created in Planfix to process the request. Employees see the request in the system’s main interface and communicate with the client directly from the CRM.
- A company can create a corporate bot in Telegram and connect it to the Planfix CRM. In this case, communication with each client or remote employee is conducted in a separate thread (a conversation in Telegram and a task in Planfix).The corporate bot remains the company’s property forever, and client requests are stored in messaging apps and CRM. You can customize the rules for distributing tasks among employees, choose whether to contact clients first, and more.