Integrations · CRM · Messenger workflow

Website, CRM, Telegram and WhatsApp in one workflow

We connect website forms, CRM or spreadsheets, Telegram, WhatsApp, email and reports. Each lead gets a route, owner and next step.

Start with a minimal lead route. If a webhook, spreadsheet, Telegram alert and report are enough, we keep it simple.

Channels exist, but the system is missing

Website forms, WhatsApp, Telegram, calls and email may work separately. Problems start when leads have no shared route or owner.

Leads stay in personal chats

The message stays in a personal chat and the customer journey is lost.

CRM does not hear from the website

The form sends an email, but CRM receives no source, status or owner.

WhatsApp and Telegram stay separate

Conversations happen in messengers without a shared log or statuses.

Reports are compiled manually

The manager sees leads, overdue actions and effective channels too late.

Before integration

  • Website, CRM, messengers and email work separately;
  • Some leads stay in personal chats;
  • Statuses and follow-up are not monitored;
  • There is no daily channel overview;
  • Automation relies on manual copying.

After integration

  • Each lead gets a source and route;
  • The owner sees the next step;
  • Telegram/WhatsApp become managed channels;
  • CRM or a spreadsheet holds current statuses;
  • The business owner receives a brief report.

What we connect

First map the channels and lead journey, then add integrations and automation.

Website and forms

  • Lead forms and CTAs;
  • Source and UTM tags;
  • Telegram or email notifications;
  • Checks that leads are not lost.

CRM, spreadsheets and statuses

  • One enquiry list;
  • Statuses and owners;
  • Next step and response deadline;
  • Overdue alerts.

Telegram and WhatsApp

  • Manager notifications;
  • An incoming lead channel;
  • Follow-up reminders;
  • Bots and quick actions.

Reports and AI summaries

  • A daily owner report;
  • New and overdue leads;
  • Channels and conversion;
  • A brief AI enquiry summary.

How we launch safely

Integration should reduce disorder without adding dependency. Start with a simple workflow and test it on real leads.

1

Channel map

Map the website, CRM, email, messengers, calls, ads and manual workarounds.

2

Minimal route

Define where leads go, who responds and when follow-up is needed.

3

Connection

Set up webhooks, forms, notifications, spreadsheets, CRM or a bot.

4

Oversight and reporting

Add a daily report, overdue tracking and a management overview.

Related services

Integrations work best alongside orderly lead handling, website support, email and reporting.

Automated reports

Connected channels give the owner a daily overview without manual compilation.

Automated reports >

Want to connect your website, CRM and messengers?

Message us. We will review your channels, find lead losses and suggest a simple route from a form or message to a status, owner and report.

FAQ

Brief answers about integrating websites, CRM, Telegram, WhatsApp, email and reports.

Can a website, Telegram and CRM be connected without complex development?

Yes. A form, webhook, Telegram alerts, spreadsheet or lightweight CRM often suffice. Build a minimal working lead route, then add statuses and reports.

What about WhatsApp?

WhatsApp can use available APIs, providers or a semi-automated workflow. We choose based on budget, risks and the client's actual channels.

Do we need an existing CRM?

No. Start with a spreadsheet, a Telegram lead channel or simple CRM. Each lead needs an owner, status and next step so it does not get lost.

Can executive reports be added?

Yes. Once channels are connected, daily reports can cover new leads, overdue actions, sources, owners, conversion and a brief AI summary.