Perfex – TelegramBot v2.0

Perfex CRM Telegram 集成模块允许您将 Perfex CRM 与 Telegram 无缝集成，从而实现各种 CRM 事件的实时通知。
每当联系人、潜在客户、发票、任务、项目、提案、票务、付款、员工和合同有更新时，都可以在您的 Telegram 群组或聊天中保持即时消息更新。

注意：这是 Perfex CRM 的一个模块。需要 Perfex 2.7.3 或更高版本支持。

主要特点

• 实时通知：接收CRM事件的即时电报消息，如联系人、潜在客户、发票、任务、项目、提案、票据、付款、员工和合同的添加、更新和删除。
• 轻松集成：简单设置，即插即用支持多个模块:与各种Perfex CRM模块集成，包括联系人、潜在客户、发票、任务、项目、提案、票据、付款、员工和合同。
• 群组通知：轻松地将机器人添加到您的员工所在的任何群组或您的群组，以接收所有通知。

配置说明

Step 1: Create a Telegram Bot

1. Open Telegram and search for “BotFather”
   • Open the Telegram app on your phone or desktop.
   • In the search bar, type “BotFather” and select the verified bot with a blue checkmark.
2. Start a conversation with BotFather
   • Click on “Start” to begin the conversation.
3. Create a new bot
   • Type /newbot and send the message.
   • BotFather will ask for a name for your bot. Provide a name (e.g., “MyPerfexBot”).
   • Next, BotFather will ask for a username for your bot. The username must end with “bot” (e.g., “my_perfex_bot”).
4. Get the bot token
   • After creating the bot, BotFather will provide a bot token. This token is used to authenticate your bot and connect it to your application. Copy this token.

Step 2: Find Your Telegram Chat/Group ID

For a Personal Chat ID

1. Start a chat with your bot
   • Search for your bot by its username in Telegram and start a conversation by sending a message.
2. Get updates to find the chat ID
   • Visit the following URL in your browser, replacing YOUR_BOT_TOKEN with the token you received from BotFather:
   • https://api.telegram.org/botYOUR_BOT_TOKEN/getUpdates
   • Look for the chat object in the response. It should contain an id field, which is your personal chat ID.

For a Group Chat ID

1. Add your bot to a group
   • Create a new group or use an existing group in Telegram.
   • Add your bot to the group.
2. Send a message to the group
   • Any member of the group should send a message to the group to trigger an update.
3. Get updates to find the group ID
   • Visit the following URL in your browser, replacing YOUR_BOT_TOKEN with the token you received from BotFather:
   • https://api.telegram.org/botYOUR_BOT_TOKEN/getUpdates
   • Look for the chat object in the response. It should contain an id field, which is your group chat ID. Note that group chat IDs usually have a negative sign (e.g., -123456789).

Step 3: Configure Your Perfex CRM Module

1. Enter the bot token and chat/group ID in the module settings
   • Open the settings for your Perfex CRM Telegram Integration Module.
   • Enter the bot token you received from BotFather in the “Telegram Bot Token” field.
   • Enter the chat ID or group ID in the “Telegram Chat/Group ID” field.
   • Click “Submit” to save the settings.

Now, your Perfex CRM is connected to Telegram, and you will start receiving notifications as configured.