How to connect Skype
Attract numerous leads by giving them an opportunity to contact you via Skype – one of the most used apps for calling and messaging, and an invaluable business tool worldwide. Find out how to create and integrate Skype bot with amoCRM and make use of two-way messaging opportunities.
How to integrate Skype with amoCRM
Skype chatbot could be a tricky integration to set up, but don’t worry – we are here to help. The setup consists of three main parts and two sides you need to perform actions on – amoCRM interface and the Microsoft Azure Portal. You might as well prepare two tabs with each platform and keep them open until you’re all set.
Let’s get started and set up Skype bot step by step!
Creating Skype bot
First, to integrate Skype with amoCRM, make sure you have your bot registered on Azure Portal:
- Register on the portal.
On your home page press + Create a resource (in the upper left corner).
Select AI + Machine Learning.
Click See all and select Bot Channels Registration.
- Follow the Portal’s instructions and complete your bot registration.
Integrating Skype bot with amoCRM
Now you have to follow these steps to tie your bot to your amoCRM pipeline:
- Go to amoCRM’s Leads section and select a pipeline.
- Get into the Setup mode and find Lead Sources on the left.
Click + Add source.
Click Skype + Add source.
Press + Install.
You will see that you need your bot’s ID and secret (one of the bot’s passwords).
Bot ID and bot secret
To obtain your bot ID and bot secret, follow these steps:
- Login to your microsoft account.
Under My Applications find your App ID (which is the bot id you need) and copy it. Paste it into the “bot id” field in amoCRM.
Go back to Microsoft’s page and click on your bot name. Now you need Application Secrets. In case you cannot recover the existing secret – that’s okay! You can click Generate New Password.
Note: Only two passwords can exist at the same time. Be careful to safely store your second password you are about to create! This is the only time you’ll see it. If you need to create a new password when you already have two anyway – delete one of the existing passwords. But try to avoid doing that.
Copy the new password (or the original one if you have it) and paste it into amoCRM. Make sure both fields in amoCRM are filled in properly, without unnecessary symbols and spaces. Finally, press Save.
Copy Messaging endpoint link.
Go way back to your Microsoft Azure home page, find your bot in Recent resources or All resources, and click on your bot name.
Click Settings, paste the Messaging endpoint link you copied in the Messaging endpoint field below, and click Save.
Finishing touches. Now you need to make this chatbot available through Skype:
On your Azure Portal’s bot page, go to Channels and under Add a featured channel click on the Skype icon.
Go to Channels again (reload your page or click on another menu and then go back), find Skype in the list, click on it.
A window will open that contains the link customers can use to be able to add this bot to Contacts on Skype and text you.
But now we can simplify contacting you even further – create a simple Engagement button (after you’ve integrated your Skype) and paste its HTML code into your website. This allows you to forgo using complicated links. Please refer to the Engagement button for Skype bot part down below to create a bot button of your own.
Engagement button for Skype bot
To create an Engagement button, go to the Leads section and into the Setup mode. Make sure a Skype bot is already integrated. Then follow these steps:
Click + Add source
Find Engagement button and click + Add source
Click or drag and drop the Skype icon
Select the settings, such as animation style, button placement on the screen, the address of the website you intend to place the button on, and others. Press Save.
Get your HTML code below, copy it, and paste it into your website.
And with that, the Skype integration is complete. People can use the Engagement button on your website to get in touch with your company. Their messages will show up in amoCRM and can be answered right there.
How to use Skype bot
Skype integration allows you to exchange messages with your customers. You don’t have to leave amoCRM’s interface to reply to their Skype messages, and they don’t need to do anything but add your bot to Skype contacts and text you in a regular manner.
All incoming messages received by your bot will be sent to the Incoming Leads. You can also choose to link your Skype lead to an existing lead or customer manually by clicking Link down below inside the new lead card.
Note: if you want to test your bot right away, make sure you are logged into Skype on your computer and click Add to Contacts. You will be able to text as a mock customer from your Skype window and reply to yourself within amoCRM. Get a feel of how it works!
You can receive files and pictures from your customers inside of amoCRM’s interface. But when you send someone a file from amoCRM, they will receive it in their Skype window in the form of a link. They will need to click the link to trigger a download.
Salesbot and Skype bot
Bonus! Do not forget, you can use your amoCRM’s Salesbot with your Skype chatbot to automatically interact with a lead and ask them questions or greet them on your behalf. Set up a Salesbot at the necessary stage of your pipeline (for example, under Incoming Leads), add conditions for triggering the Salesbot, and let it work smoothly with your Skype chatbot. For detailed information on amoCRM’s Salesbot, please refer to the Salesbot article.
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