The Ultimate Guide to amoCRM

The amoCRM WhatsApp integration: All you need to know

October 12, 2022

7 min.

‼️📣 Important Message! Starting mid-October 2022, amoCRM becomes Kommo.🥳

In 2022, people expect seamless customer experiences using their favorite messaging platforms. One of them is WhatsApp - the most popular messenger in the world that prides itself on simplicity, security, and convenience.🏆

From a business point of view, WhatsApp is a perfect tool for boosting your sales since the app makes talking to companies as easy as catching up with friends and family.

If you are looking for ways to make your business even more accessible for your current and potential customers, you’ve come to the right place.😉

This article will walk you through everything you need to know regarding amoCRM WhatsApp Integration.


What is a WhatsApp CRM

Though the WhatsApp Business App is still a popular tool for communicating with clients, it won’t be able to cope with rapidly growing teams where the volume of messages is huge.😕

Teams like this will need a version of WhatsApp that multiple users on multiple devices can use simultaneously to answer incoming queries. That’s when CRM with WhatsApp integration comes into the picture.🤩

WhatsApp CRM integrates a WhatsApp Business API account and a CRM. Businesses usually use a WhatsApp CRM to receive and reply to WhatsApp messages within their CRM.

WhatsApp CRM solution allows businesses to send and receive WhatsApp messages right from the CRM while automatically capturing the contact details of potential leads.🙌

Benefits of using a CRM with WhatsApp integration

WhatsApp CRM is the perfect choice for businesses that want to connect with potential leads using various communication channels (including WhatsApp). What sets amoCRM apart from a list of competitors is its unique messenger-based sales features that allow you to:

Receive all your leads in the unified inbox

With amoCRM WhatsApp integration, you will have a unified inbox for all your business conversations stored in a single app. 📥 Whether it’s phone calls, text messages, emails, or messenger chats like WhatsApp, you can send and receive messages from different channels directly in amoCRM.

The best part is that every interaction with a potential lead will be centralized inside their lead card, no matter which channel (WhatsApp, Facebook, Instagram, or something else) you use.

amoCRM keeps everything perfectly organized so you can focus on what matters most.😌

Connect the whole team to conversations

One of the main benefits of amoCRM WhatsApp Integration is being able to add multiple team members to the account at the same time. So once you’ve connected WhatsApp to the CRM, it’s time to bring in the crew.😎

Your team can respond to WhatsApp messages directly in the CRM. And not only can they chat with the leads but also use internal chat to communicate with their colleagues, set tasks, add notes and tags, and move the leads through the sales process.

So, if your colleague is an expert at a certain kind of service, you can request their help without leaving the chat. Simply send them a message right in the lead card, and they can take over the conversation, immediately replying to the lead. The best part, the lead won’t even know the responses come from a different person!🤫

Another great thing about amoCRM is that you can use multiple WhatsApp accounts at the same time if needed. Each employee can use a different number, or several people can communicate from the same account - it’s all up to you.😉

P.s., you can learn more about WhatsApp for team here.

Set automatic actions

As your business grows, so does the number of customers and inquiries. Replying to each query manually is time-consuming, and you are bound to miss a few replies here and there.😥

With the help of amoCRM WhatsApp integration, you can structure and optimize your communication processes with potential leads.

Whether it’s talking with leads, targeting ads, setting reminders, or analyzing data, amoCRM can do it all!😱 Your leads will be kept engaged while being automatically moved through your pipeline. And with the repetitive tasks handled by the system, your team can focus on what they do best: selling.🤑

Track team’s performance with stats and analytics

Not sure if someone has already taken care of the new potential lead? 🤔

With amoCRM, you won’t need to guess. The CRM will allow you to view and create lead cards, storing the entire communication history with the lead.

On top of that, you will be able to set up tasks and reminders for your teammates and measure their performance with the help of our reporting tools.🛠️

As an admin, you can also set roles and levels of access individually or by the team, ensuring that each user only can view and modify what is permitted.

Track lead’s progress in the sales pipeline

We are visual creatures, aren’t we? 👀

This is why it is much easier to understand something when we can see it in front of us.

When it comes to sales, the whole process, from initial contact to the purchase and beyond, divided into stages, can be visualized within the sales pipeline or sales funnel.🔻

The sales pipeline in amoCRM is the place where the magic happens.🪄 The bird’s eye view allows you to keep track of all the ongoing deals and see the sales progress in each stage of the pipeline.🧑‍💻

The pipeline is filled with cards representing each lead your sales team is working with. If you want to learn more about each lead, click on the card, and you will be redirected to the lead profile.📁

Another cool feature of amoCRM is that you can customize your pipeline to fit your business needs. Rename or adjust the number of stages to ensure smooth and efficient flow.

Send bulk messages

Sending bulk messages through a WhatsApp integration can save you hours of typing the same message over and over again to each lead. With amoCRM Whatsapp integration, you can simply type it once and send it to all the broadcast list participants.

Perfect for announcing a sale or updating your clients about re-stocked items.🤩

Connect a WhatsApp chatbot

Salesbot can become your loyal business companion, automating customer communication and responding to WhatsApp messages instead of you.

Here are some of the things it can do:

🤖 Greet leads and give them basic information about your services

🤖 Move leads through the sales pipeline and assign responsible employees

🤖 Fill in lead cards using data from a lead’s message

🤖 Pin notes and assign tasks to employees

And don’t worry; you don’t need to be Mark Zuckerberg to build a chatbot.👨‍💻

Our amoCRM Salesbot visual builder is very simple and intuitive to use.

Add personalized templates

When it comes to sales, speed is everything.⚡

One of the most effective ways to speed up your response time is to connect built-in amoCRM WhatsApp templates. Templates are great for repeated questions and requests. You can use it for:

  • Welcome messages
  • FAQs
  • Promotions
  • Order confirmations
  • Reminders
  • Product catalogs
  • Customer service questions

Plus, you can lead profile info to personalize each template, so your messages never feel robotic.🤓

Moreover, by combining amoCRM and WhatsApp messenger capabilities, you can easily track the work of your sales and support specialists.🤘

How amoCRM WhatsApp integration works

As soon as a lead sends you a message on WhatsApp, they’ll automatically land in your sales pipeline, capturing the lead's digital footprint and creating a lead card to ensure all their information is safely stored within the system for future reference.🪄

The following information will be stored in your amoCRM account:

  • ✅ Full name
  • ✅ Phone number
  • ✅ Profile picture
  • ✅ Conversation history (if there is one)

How to connect amoCRM WhatsApp integration

🔌 You can connect a WhatsApp integration in just a few clicks:

  1. Head to ‘Settings’ > ‘Integrations’
  2. Select the WhatsApp integration that suits you the most
  3. Click ‘+Install’ and follow the rest of the instructions

4 awesome WhatsApp use cases you can steal now 🔥

💡 Ready to start using amoCRM WhatsApp integration, but need some inspiration ideas? Here we have a few to kickstart your messenger-based sales journey.

  1. ✅ Add an engagement button to your website to encourage web visitors to connect with you on WhatsApp and other messengers.
  2. 📧 Let your email contacts know you’re available on WhatsApp by adding a WhatsApp URL to your email signature.
  3. 🔗 Generate leads by adding a WhatsApp link to your business's social media accounts and create target advertising with a Whatsapp call to action button.
  4. 🤳🏻 Add a WhatsApp QR code to the product packaging or storefront. Once scanned, a user will be redirected to a chat with you on WhatsApp.

Bottom line

WhatsApp is a fantastic tool for businesses to interact with customers. And it becomes even cooler once you combine it with CRM automation.🤖

You can create templates for the most frequent questions, save your team time, and increase messaging efficiency to the max. The best part is that it can all be done from the lead card, where you'll have an overview of the whole conversation history with your potential lead. You can do all of this simply by installing amoCRM WhatsApp integration.

We understand that implementing new software can be challenging, and that is why our team is here to help.🙋‍♀️ Drop us a message in the chat, and we will get back to you ASAP.

👩‍💻 Find out more about amoCRM pricing

💬 Chat with us here on the website or within your account

🤓 Book a free demo session with the team

🤝 Find a partner to do it for you so that you can relax

🎥 Visit our YouTube channel

The Kommo Team

Our content team is on top of the latest marketing and sales tools and is here to help you scale your business.

Try Kommo free

Test drive Kommo yourself or schedule a free demo call with us