Can you be the first to message a client from Creatio? 💬
Messenger Integration with Creatio: How to Initiate a Conversation with a Client
One of the most frequent questions from clients is:
“Can we send the first message to a client from Creatio — via Telegram, WhatsApp, or Viber?”
The answer is yes, you can. However, each messenger has its own rules.
Why It Matters
When all client communication takes place within the CRM, managers don’t need to switch between apps, the entire message history is stored in one place, and supervisors have full visibility of all communications.
To make this work properly, the integration must be configured correctly, taking into account the specifics of each messenger.
What You’ll Find in the Article
We have prepared a detailed guide that covers:
- Connection options for Telegram, WhatsApp, Viber, and other messengers
- How to initiate a conversation from Creatio (send the first message to a client)
- Limitations of each messenger and its API
- Step-by-step setup instructions
- Recommendations on choosing the optimal option
The article can be used both for internal team reference and for sharing with clients.
Read the article:
https://salesup-it.notion.site/Chats-initiating-from-Creatio-to-messengers-30becf91705880499d6efa5727b40cbf