Overview
Telegram integration enables communication between CRM and users via Telegram bot. It allows sending and receiving messages through a configured Telegram bot.
Enable real-time messaging via Telegram, centralize communication, and improve customer engagement.
Prerequisites
• Active Telegram account
• Telegram Bot created
• Bot Token available
• CRM access (cs.fabbuilder.com)
• Permissions to configure channels
Credentials Required
Following credentials are required for integration
From Telegram:
• Bot Token
• Bot Name
From CRM:
• Endpoint URL
How It Works
1. User configures Telegram bot in CRM
2. CRM connects using Bot Token
3. Messages sent from CRM to Telegram
4. User replies via Telegram
5. CRM receives and displays messages
Configuration Steps
After successfully logging in to the CRM system via https://cs.fabbuilder.com/, follow the steps below to configure Whatsapp:
- Navigate to the App module
Screen- Configuring Step
2. Go to Settings → Communication Channels
3. Click Add Channel
4.Select Telegram and enter the following details
- App Name
- Backgroud colour
- Enter Bot Token
- Bot
- NameEndpoint
Screen- configuration screen details
5. Click Save
Verification
Ensure configuration saved successfully and no errors appear.
Overview
After successful configuration, Telegram is added to the Communication Channels and is ready to use for sending messages to leads. Users can communicate with contacts directly through the Telegram channel from the CRM.
Steps to Send Message via Telegram
Overview
After successful configuration, Telegram is added to the Communication Channels and is ready to use for sending messages to leads. Users can communicate with contacts directly through the Telegram channel from the CRM.
Steps to Send Message via Telegram
- Navigate to the Chat module in the CRM
- Click on the Users tab
- Select the desired lead/contact from the list
- In the right-side panel, locate the communication section:
- Click on All Channels
5.Select Telegram from the list
6.Click on Compose
Screen- Sent Template by Telegram
7.Enter message details:
- Select a template (optional)
- Or type a message manually
- (Optional) Set schedule if required
8.Click Send.
Screen-Select and send message by Telegram
The message will be sent to the selected lead via Telegram.
Screen -Sent Message
Expected Result
• Message is successfully sent through Telegram
• The conversation appears in the chat panel
• Message history is maintained under the Telegram channel
Summary
Telegram channel allows users to send messages to leads directly from CRM after configuration.
Limitations
Depends on bot configuration, internet required, limited to Telegram platform.
Summary
Telegram integration allows CRM to communicate with users via bot-based messaging.