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Telegram Bot Integration

What it does

Section titled “What it does”

The HARi Telegram bot brings your CRM into Telegram. Search for contacts, check your pipeline, log activities, and receive notifications, all from chat.

Setup

Section titled “Setup”
  1. Open Telegram and search for @haricrm_bot (or your workspace’s custom bot)
  2. Send /start to begin
  3. Enter your HARi workspace URL when prompted
  4. Authenticate with your HARi credentials
  5. You are connected

Available commands

Section titled “Available commands”
Section titled “Search”
/search wiresk

Search across all entities. Returns matching contacts, companies, deals, and tasks with quick-access links.

Pipeline

Section titled “Pipeline”
/pipeline

View your open opportunities grouped by stage. See deal names, amounts, and expected close dates.

Tasks

Section titled “Tasks”
/tasks

List your tasks due today and this week. Mark tasks as complete directly from Telegram.

Log activity

Section titled “Log activity”
/log Called John about the renewal proposal

Log a quick activity note. HARi links it to the most relevant record (matched by name in the note text).

Notifications

Section titled “Notifications”

The bot sends you notifications based on your preferences:

  • Deal stage changes: “Your deal ‘Acme Renewal’ moved to Negotiation”
  • Task reminders: “Task due today: Follow up with Wiresk”
  • Record assignments: “Sarah assigned you a new lead: BigCorp”
  • Workflow alerts: any workflow with a “Notify via Telegram” action

Configure notifications

Section titled “Configure notifications”
/settings

Choose which notifications you want to receive and how often (immediately, hourly digest, or daily digest).

Using Telegram in workflows

Section titled “Using Telegram in workflows”

Add a Notify via Telegram action to any workflow:

  • When a deal is closed-won then send Telegram message to the deal owner: “Congrats! Deal won: {{ name }} for {{ amount }}”
  • When a task is overdue then send Telegram reminder to the assignee
  • When a lead score exceeds 50 then notify the sales manager via Telegram

Conversations in the inbox

Section titled “Conversations in the inbox”

Messages sent between you and contacts via Telegram appear in HARi’s unified inbox and on the contact’s activity timeline. This keeps all communication in one place, regardless of the channel.

Security

Section titled “Security”
  • Authentication is required before the bot responds to any command
  • Sessions expire after 30 days of inactivity
  • You can disconnect at any time with /logout
  • The bot never shares data between users; each user sees only records they have permission to access