Connecting to amoCRM through Radist Web personal account
version 1 of 12.11.21
Log in to the Radist Web Personal Area or register through the link: https://app.radist.online/
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 Computer as an administrator to make settings.
You do NOT need to integrate with the client's amoCRM account on your own personal account, then you will not be able to transfer the integration to the client's personal account.
After registering your company, the "Chats" window will open.
1) To connect WhatsApp numbers go to Settings - Connections - WhatsApp
2) Click "Add Number"
3) Set the name of the number and download the QR-code
4) Scan the QR-code through the mobile application WhatsApp
✅ 🆕 If you need a seamless experience, WhatsApp has released a beta version with the option not to keep your phone on.
You can activate the beta version using the following instructions and then connect to the integration by scanning a QR code: https://faq.whatsapp.com/web/download-and-installation/how-to-join-or-leave-the-multi-device-beta?lang=en
⚠️ Upgrading to beta has restrictions. Check them out at the link: https://faq.whatsapp.com/general/download-and-installation/about-multi-device-beta?lg=ru&lc=RU&eea=0&lang=en
5) The added number will appear in the "Connected numbers" section
6) Next, to connect the number to amoCRM, go to "Integrations" - in the category "Available" select the integration "WhatsApp+amoCRM" for a new amoCRM account
If you already have an integration with your amoCRM account and want to add a second number to the same account, select the already connected integration above under "Installed".
7) Press the "Connect integration" button - select the amoCRM account you want to connect to the Personal Area - press "Allow".
8) Go back to "Integrations" - in the "Installed" category find the connected amoCRM account - click on it
9) Press "+Add phone number" - Select the number you want to connect to this amoCRM account - press "Add"
10) The number will be added to the amoCRM, set the Funnel and status to create deals.
Additional numbers are connected to amoCRM in the same way.
The "Use by default" toggle switch - turn on the number that salesbot in amoCRM will start initiation from and which will be selected by default in the chat creation window.
Tumbler "Check if there is WhatsApp on the number" - The presence of WhatsApp on the number notifies the watsap icon next to the customer number in the amoCRM transaction:
red icon - the number is not registered on WhatsApp
grey icon - the number has not been verified for WhatsApp
green icon - the number is registered on WhatsApp
Tumbler "Integration works" - enables/disables integration on a specific amoCRM account for all connected numbers.
11) From now on, the WhatsApp + amoCRM integration is active.
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