amoCRM and WhatsApp, ready to switch on
WhatsApp dialogues sit in the lead card in amoCRM, a number nobody knows arrives in Incoming leads so it gets triaged instead of lost, and the tag you choose lets your digital pipeline take it from there. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all amoCRM integrations · all WhatsApp integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Client message into the lead | WhatsApp to amoCRM | Within seconds | A known phone lands in its open lead; an unknown one arrives in Incoming leads with the message already attached |
| Manager reply from the card | amoCRM to WhatsApp | Within seconds | Sent from the chat inside the lead, from your own number, and kept as a note in the same lead |
| Tag for what came in | WhatsApp to amoCRM | On the first message | The tag you choose goes on the lead, so your digital pipeline rules can pick the conversation up |
| Photos, files and voice notes | Both ways | Within seconds | Attached in the lead; a voice note arrives as an audio file the manager can play without leaving amoCRM |
| Template after a day of silence | amoCRM to WhatsApp | When the manager writes | Outside the day WhatsApp allows free replies we send the approved template you picked |
| Duplicate check | Both ways | Every message | Matched on the phone field of the contact, so a client who wrote in spring does not get a second card in autumn |
How to set up amoCRM and WhatsApp
A few minutes of your time, then it's ours.
- Choose amoCRM and WhatsAppPress Connect. This pair is already selected on the checkout page at $49 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the amoCRM token and the WhatsApp Business key
- amoCRM token: in amoCRM open Settings, then Integrations, then Create integration. Full amoCRM guide
- WhatsApp Business key: open Meta for Developers, your app, then WhatsApp, then API setup. Full WhatsApp guide
Each screen carries the full guide with the exact menu names, about ten minutes for both. - We check both keysEach key is checked against amoCRM's and WhatsApp's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Send one test message, then we switch it onA minute or two. Write to your number from WhatsApp and watch it land in the lead. A person checks the setup and switches it on, within a working day.
When amoCRM or WhatsApp changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect amoCRM and WhatsApp
Two ways people connect these two, and what each one asks of you.
Before you decide
Which WhatsApp does this need?
The official WhatsApp Business API from Meta, on a number you own. The app on a phone has no API, so it can't be connected. If you don't have the API yet, tell us and we walk you through it.
What happens to numbers nobody recognises?
They arrive in Incoming leads with the message attached, which is where your team already looks for anything unsorted. Accepting it turns it into a normal lead with the chat inside.
Can several managers answer from one number?
Yes. Everyone works inside amoCRM and the client sees one number. Whoever the lead is assigned to sees the chat in the card and answers from there.
Do our digital pipeline rules still work?
They do. Messages are written as notes and the first one sets the tag you nominate, so any rule watching for that tag runs exactly as it does now.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.