Help / All Integrations

All Integrations

How to connect WhatsApp, Instagram, Messenger, TikTok, Telegram, email, phone, Lead Ads, Google and more to the CRM.

What is an integration?

An integration means connecting Chatmatic to another service. For example, when you connect your WhatsApp number, messages sent to that number appear in Chatmatic and you reply from there.

Path: Left menu → All Integrations

Integrations menu

This menu is visible to the user who first opened the account and to people with “integration management” permission. If a channel needs to be re-authorized, a red dot appears in the menu.

What does each channel do?

Channel	What does it do?	Details
WhatsApp	Connects your WhatsApp Business number. Messages land in the inbox	Detailed guide
Instagram	Brings Instagram DMs into the inbox	Detailed guide
Facebook Messenger	Brings messages sent to your Facebook page	Detailed guide
Web Chat	Adds a live chat bubble to your site	Web Chat
Mail / Gmail	Brings emails into the inbox	Detailed guide
Phone	Connects to your virtual PBX	Detailed guide
Facebook Lead	Pulls Lead Ads forms in as leads	Detailed guide
Meta Conversions	Reports sales to Meta	Meta Conversions
Google Ads	Reports sales to Google	Google Ads
Meta Ads	Brings ad spend into reports	Detailed guide
Web Form	Connects website forms to the CRM	Web Form
Google Maps	Brings in Google business reviews	Detailed guide
E-commerce	Imports store products and orders	E-commerce
Google Meet	Creates a Meet link from a chat, tracks opens and attendance	Detailed guide
TikTok	Brings TikTok messages into the inbox, saves Instant Form leads as customers	Detailed guide
Telegram	Turns people who message your Telegram bot into customers, brings messages into the inbox	Detailed guide

General connection steps

Most channels are connected in a similar way:

Open the relevant channel’s page.
Click the Connect or Add Account button.
In the Meta, Google or similar window that opens, sign in and approve all of the requested permissions.
When you return to the CRM, check that the account status shows Connected.
If needed, assign the channel to a branch or department.

Channel connection window

If you turn off some of the permissions requested in the Meta window, some features won’t work. We recommend approving all permissions.

A Meta-approved WhatsApp Business account is required.
After connecting, you can follow incoming notifications in the webhook events window.
The Call settings window manages accepting calls over WhatsApp.
WhatsApp has a daily messaging limit; if you approach the limit, a warning appears on the page.

Instagram and Messenger

Instagram requires a professional account, and Messenger requires a Facebook page. After signing in, you select your account or page from the list.

TikTok and Telegram

TikTok: You sign in with a TikTok business account. Messages land in the inbox, and Instant Form leads land in the Lead Hub.
Telegram: You enter the bot token obtained from BotFather. People who message the bot are saved as customers; the customer must message the bot first.

Both are connected in a single window after a one-time privacy approval. For details, see the TikTok and Telegram pages.

Email

Mail (SMTP): You enter the details of your own email server.
Gmail: Connects by signing in with Google; you don’t need to enter any details.

Phone (virtual PBX)

You enter the PBX number, provider, user code and password. The password is stored encrypted. Call records appear on the Contact card.

Facebook Lead

Connects Facebook and Instagram Lead Ads forms. You must approve a privacy agreement the first time you open it. Incoming contacts land in the Lead Hub.

Google Maps

Brings the reviews on your Google business profile into the CRM. You can reply to reviews from here. If you wish, you can remove it by choosing disconnect.

If a channel isn’t working

Look at the status line on the page. It may say “Re-authorization required”.
Click Reconnect.
If it still doesn’t work, open a request in the Support section.

If you changed your Meta password, connections usually break. Simply reconnecting is enough.

Each channel can be used if the relevant integration is enabled in your plan. If it’s disabled, the page shows a “plan not eligible” warning.