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Whatcrm Docs
User Guide
Руководство пользователяUser GuideGuía del UsuarioManual do utilizador
User Guide
Руководство пользователяUser GuideGuía del UsuarioManual do utilizador
  • Welcome to Whatcrm's guide to using Whatcrm!
    • Rules for Working with Customers
  • Integrations / Products
    • Bitrix24
      • Installation of WhatsApp integration in Bitrix24
      • Installation of Telegram integration in Bitrix24
      • How to write first to WhatsApp or Telegram from Bitrix24
      • Setting up the chat robot
      • Setting up the chat robot (new robot)
      • How to disable welcome message from open line in Bitrix24
      • Mailing list in Bitrix24
      • Configuring the distribution queue in an open line
      • Widget button for your website
      • Telegram
        • Setting up the chat robot
    • monday.com
      • Installing the widget and connecting the number
        • How Integration Works in monday.com: Board Selection Guide
        • How Updates Work in the Whatcrm and monday.com Integration
      • How to Add Web Messenger to Items in monday.com
      • Limitations on attachments
      • Display employee name when sending messages via Whatcrm Web
      • Set up access to WhatsApp connections in Whatcrm web
      • Deny list
      • Whatcrm web messenger
      • What the Group chats function means
      • How to start a WhatsApp newsletter with Whatcrm
      • How to Set Up Automatic Sending of a Message with a File
      • Telegram
        • Installing the widget Telegram and connecting the number
        • Limitations on attachments
        • Template creation instruction
        • How to Send a First Message from monday.com to Telegram via @username or Phone Number
        • How to Add Web Messenger to Items in monday.com
        • How to Set Up Automatic Sending of a Message with a File
        • Access Restrictions
    • Kommo.com
      • Installing a widget and connecting WhatsApp
      • Basic Salesbot setup
      • CRM plugin (widget button on your website)
      • Launch a campaign in Kommo.com
      • Description of the function of distributing incoming requests among managers
      • Salesbot with buttons
      • What to do if the menu is not displayed in the application (gray screen)
    • Whatcrm Web
      • How to log in to Whatcrm Web
    • Pipedrive
      • Instructions on how to install and integrate WhatsApp into Pipedrive
      • Template creation instruction
      • How to Send the First Message to a Client via WhatsApp Using Whatcrm
      • Set up access to WhatsApp connections in Whatcrm web
      • Display employee name when sending messages via Whatcrm Web
      • Automated WhatsApp Messaging with Pipedrive Triggers
      • Attachment limits
      • Lead and Deal Creation
      • Description of the function of distributing incoming requests among managers
      • 🌍How to Fix WhatsApp Chat Issues with Short Numbers
      • 📢How to Enable Notifications for Incoming WhatsApp Messages in Pipedrive
    • Telegram
      • kommo.com
        • Installing the widget and connecting the number
  • Affiliate Program
    • How to become a Whatcrm partner
    • How to Add Your Client to the Partner Portal
    • How Partners Can Pay for Their Client's Integration
  • Useful articles
    • What does the "Group Work" feature + activation of the setting mean
    • Recommendations for stable work with WhatsApp
    • Important recommendations when using Whatcrm
    • If you have been banned in WhatsApp
    • Telegram restrictions
    • Attachment limits
    • Cancel subscription
    • How to Update Invoice and Receipt Information for Clients (Stripe)
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