Getting CRM alerts on Telegram
Link your Telegram once and the alerts you pick arrive on your phone. The bot itself is set up centrally. You only link your own account.
Who this is for
Any rep who wants CRM alerts on their phone through Telegram. The bot itself is configured centrally, not per rep.
What it does, and what it doesn't
It delivers notifications: a lead replying, a meeting booked, a task assigned to you, plus a short summary of your day each morning. You choose which of those reach Telegram under Settings → Notifications, and nothing is on until you switch it on.
It only sends. It does not take instructions. Texting it to add a lead or book a meeting won't do anything. Use Copilot inside the CRM for that.
Use Copilot in the CRM to work leads by text.
Two separate things
There's the bot, configured once, centrally, with credentials that live in the platform's environment. And there's your personal link, which connects your Telegram account to your CRM user.
On a multi-tenant setup a tenant generally can't create the bot themselves; that's a platform-level thing. If the bot isn't configured, linking isn't something you can fix from your side.
Linking
The integrations page issues you a link code once the bot is live. Send it to the bot in Telegram and your account is connected. The code is only minted while you're unlinked. Once you're linked there's nothing to copy.
Moving to a different phone
Send /link to the bot for a fresh code, then use it from the new device.
How to check it worked
- The integrations page should show Telegram as linked for you specifically.
- Under Settings → Notifications, the Telegram block appears once you're linked, switch on one alert and confirm the next one arrives.
Troubleshooting
| No link code shown | Either you're already linked, or the bot isn't configured on this instance. Check whether the page shows you as linked. If it says the bot isn't configured, that's a platform-level setup, not something in your settings. |
|---|---|
| Linked, but nothing ever arrives | Linking on its own sends nothing. Every alert is off until you pick it. Settings → Notifications → Telegram, then switch on the alerts you want and check the master toggle isn't muted. |
| The bot won't do what I text it | It only sends alerts. Use Copilot in the CRM to add a lead, log a call, leave a note or book a meeting. |
Related
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.