For well-known market solutions, ChatApp has developed ready-made integration modules that can be downloaded from app stores. These solutions enhance the capabilities of CRM systems and allow for easy communication with clients. We have developed ready-made modules for four CRMs:
- Bitrix24:
- Installation from the marketplace
- Manual installation
- AmoCRM
- YCLIENTS
- Altegio
In this article, we discuss other solutions that can be used to connect to ChatApp in different systems.
Option 2: Embedding a Unified Channel Window (Dialogs)
Your CRM or ticketing system can be supplemented with a full-fledged contact center for collaborative work with client dialogues — ChatApp Dialogs — in just one day. Regardless of the number of employees or departments involved in client communications, Dialogs provides all the necessary tools to set up complex inquiry distribution schemes. This allows for effective problem resolution and ensures a high level of customer service.
Below, we outline the ways to integrate ChatApp into any CRM, even if there is no ready-made module available.
a) Integration via URL with Contact Transfer (Phone)
A link to the dialogue can be added to an external system — for example, to the CRM card of a client. Create a "ChatApp Dialogs" button in the CRM, and clicking it will immediately open a chat with the specific client in ChatApp Dialogs. No need to search for the dialogue manually anymore.
We’ve written instructions on how to do this.
b) Integrating the Dialogs Window via iFrame
The unified window of ChatApp Dialogs can be embedded into CRM systems and other interfaces via iFrame.
We’ve provided instructions on how to set up the integration via iFrame.
Option 3: Integration via the WEBHOOK Bot Constructor
The bot constructor can accept Webhooks and send API requests. This functionality allows for setting up large and complex integrations between services using the REST API method. A webhook is a way for one program to automatically send data to another when something happens. It’s like receiving a message in a messenger from a friend. For example, when a new client appears in the sales funnel, the webhook sends this information to ChatApp — and the necessary scenario is triggered, such as the system automatically sending a welcome message to the user.
- The "API Request" block sends requests.
- The "Incoming Webhook" block receives them.
You can get acquainted with the bot constructor in the article about the scenario editor.
Practical cases can help you understand the topic:
- Sending and receiving webhooks in Bitrix24
- Receiving requests from Tilda via webhook
- Sending messages to Bitrix24 contacts through the Bot Constructor
Option 4: Public ChatApp API for Developers
The API acts as a "bridge" between two systems, allowing them to communicate and exchange data. You can manage any communication channels in your CRM through API requests.
By integrating via the public ChatApp API, you can expand customer service and the functionality of your products. For example:
- Sending and receiving messages and their statuses
- Obtaining a list of dialogues and their properties
- Distributing dialogues among responsible parties
- Managing dialogue tags
Start working with the ChatApp API.