Connecting to Kommo.com via Radist Web personal account
version 3 of 25.09.24
Last updated
version 3 of 25.09.24
Last updated
The name amoCRM has changed to Kommo.com
Log in to the Radist Web Personal Area or register through the link: https://radist.online/login/eng
If you are a PARTNER, then create a separate personal account for the client's contact information, so that the owner of the account is the CLIENT. When registering a company, specify YOUR PROMOCODE.
You can add yourself to the Client's personal account by administrator to make the settings.
You DO NOT need to connect the integration with the client's Kommo.com account to your personal account for the test, then you can't transfer the integration to the client's personal account.
After registering a company or logging into your personal cabinet, you will have a Chats window.
1) To connect a WABA number to Kommo.com go to Settings - Connections - WhatsApp Business API
2) Next, you will need to log in to your 360 Dialog account, which contains the connected number - the "Log in via 360Dialog" button. The authorization window will open as a "pop up window"
Open pop-up window with authorization in 360 Dialog:
After logging in to the 360ialog cabinet, a window will open with a number selection, in the Numbers drop-down list you need to select your number, tick it and click Add Select, then click Save selection:
The number is added and will be displayed as additional numbers on the WhatsApp Business API page in RadistWeb.
3) Go to "Integrations" - Available WhatsApp Business API+amoCRM (Kommo.com) integration for new Kommo.com account
If you already have an integration with your Kommo.com account and want to add a second WABA number to the same account, select the already connected integration above under "Installed".
4) Press the "Connect integration" button - select the Koomo.com account you want to connect to your personal account - press "Allow"
5) Go back to "Integrations" - under "Installed" find a connected Kommo.com account - click on it
6) Press "+Add phone number" - Select the WABA number you want to connect to this Kommo.com account - press "Add"
7) The number will be added to the Kommo.com, set the Funnel and status to create deals from the WABA.
An additional WABA number is connected to the Kommo.com in the same way.
⚠️ If the Integration Enabled slider is turned off, a confirmation pop-up will appear when trying to save changes.
When you click on "Enable" in the confirmation window, the changes are saved and the integration is enabled.
When you click on the "Save without enabling" confirmation window, the changes are saved without enabling integration.
The "Write from number" toggle switch is enabled for the WABA number from which the salesbot in Kommo.com will start the initiation.
The "Check if WhatsApp is on the number" toggle switch - ❗️This functionality is disabled by default, because WhatsApp says in its rules that it is not recommended to automatically detect the presence of WhatsApp on the number. You can get your WABA account blocked for doing so. You can use this feature at your own risk!
The presence of WhatsApp on the number notifies the whatsapp icon next to the customer number in the Kommo.com deal: red icon - the number is not registered on WhatsApp grey icon - the number failed to check for WhatsApp green icon - the number is registered on WhatsApp
Watch the video demonstration here: https://youtu.be/wabvSJBJafc (Turn on the English subtitles)
"Create an invoice in a lead when receiving a cart of products" - Will create an Account in amoCRM every time a basket of WABA products arrives
Integration On" toggle switch - enables/disables integration on a specific Kommo.com account for all connected numbers.
If you close the confirmation window, you will return to the process of making the change.
8) From this point on, the integration of WABA + amoCRM (Kommo.com) is active.
