AlphaCRM
Integration setup instructions
For the integration to work correctly, your AlphaCRM pricing plan must include the following functionality:
- SMS and Email newsletters;
- Triggers.
Before starting the integration, check whether the required features are enabled in AlphaCRM under
Settings > Licensing
To set up the integration, follow these steps in order
Configuring the SMS Gateway
- In AlphaCRM, go to
Settings > SMS Integrations - Click the
Addbutton
In the form that opens, fill in the fields:
- Provider:
Webhook request - Name:
AlfaChat_Hook_SMS - In the URL for POST field, paste the appropriate link from the email with setup details that you received from AlphaChat.
- Select all branches where the integration should work
- Click
Save
Configuring the Customer Update Trigger
- In AlphaCRM, go to
Auto-actions and newsletters > Triggers and webhooks - Click the
Addbutton
In the form that opens, fill in the fields:
- Trigger name:
AlfaChat_Webhook_Customer - Target entity:
Customer - Events: select all
- Affected fields: select
Any fields - Reaction:
Webhook - In the Webhook URL field, paste the appropriate link from the email with setup details that you received from AlphaChat.
- Click
Save
Configuring the Group Update Trigger
- In AlphaCRM, go to
Auto-actions and newsletters > Triggers and webhooks - Click the
Addbutton
In the form that opens, fill in the fields:
- Trigger name:
AlfaChat_Webhook_Group - Target entity:
Group - Events: select all
- Affected fields: select
Any fields - Reaction:
Webhook - In the Webhook URL field, paste the appropriate link from the email with setup details that you received from AlphaChat.
- Click
Save
Configuring the User Update Trigger
- In AlphaCRM, go to
Auto-actions and newsletters > Triggers and webhooks - Click the
Addbutton
In the form that opens, fill in the fields:
- Trigger name:
AlfaChat_Webhook_User - Target entity:
User - Events: select all
- Affected fields: select
Any fields - Reaction:
Webhook - In the Webhook URL field, paste the appropriate link from the email with setup details that you received from AlphaChat.
- Click
Save
Triggers must be configured in each branch