How to Send a First Message from monday.com to Telegram via @username or Phone Number

  1. Integration Setup:

  • In the integration settings, select the board where new items will be created. When a new contact writes, an item with the phone number or @username of the client will be created in the CRM.

  • Once the board is selected, the integration will automatically add fields for username and telegram_id.

  1. Creating a New Contact:

  • If you know the client's @username, create a new item in the selected board.

  • Enter the client's @username in the username field of the new item.

  1. Initiating Contact:

  • Open the item you just created.

  • Navigate to the Whatcrm web tab within the item.

  • In the web messenger, a chat with this contact will be created.

  • You can now send a message to the client through the web messenger or use automation for further messaging.

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