Daily Digest Setup for Telegram CRM: Step-by-Step

Setting up daily digests in your Telegram CRM can save time and improve team efficiency. These automated updates provide a clear summary of key metrics like new leads, task progress, and deal updates. Here's what you need to know to get started:

• Key Benefits: Automates lead tracking, highlights priorities, and improves workflows.

• What You Need:

  • Telegram account with admin access

  • CRM platform (e.g., HubSpot, Pipedrive)

  • Integration tool like CRMchat or Zapier

  • Clean, relevant data for metrics like leads, tasks, and deals

• Setup Steps:

  • Locate daily digest settings in your CRM.

  • Choose important metrics (e.g., new leads, task completions).

  • Set delivery times (e.g., 8 AM for sales teams).

• Pro Tips:

  • Keep digests simple and actionable.

  • Use visuals like charts for clarity.

  • Regularly update metrics based on team feedback.

This guide will walk you through the process and help you troubleshoot common issues to ensure your daily digest runs smoothly.

Connecting bot to Telegram CRM Hotline

Before You Start

Getting everything ready beforehand ensures your daily digest runs smoothly and provides useful insights. Let’s go over the key requirements and data points you’ll need before diving into the setup.

System Requirements

Make sure you have the following components ready to go:

| Component | Description | Purpose |
| --- | --- | --- |
| Telegram Account | Active account with admin privileges | Serves as the platform for CRM updates |
| CRM Platform | Access to HubSpot, Pipedrive, or <a href="https://attio.com/" target="_blank" rel="nofollow noopener noreferrer" data-framer-link="Link:{"url":"https://attio.com/","type":"url"}" data-framer-open-in-new-tab="">Attio</a> | Provides lead and deal data |
| Integration Tool | CRMchat or Zapier connection | Automates data syncing |
| Admin Access | Permissions for setup and customization | Required for configuration

CRMchat works effortlessly with popular platforms, streamlining data updates and making lead tracking easier for Web3 businesses.

Choosing Data Points

Pick metrics that directly support your team’s goals and decision-making processes. It’s crucial to work with clean, relevant data. Here are some key data points to prioritize:

• Contact Updates: Track new leads, status changes, and engagement levels.

• Task Progress: Monitor assignments, deadlines, and task completions.

• Deal Movement: Keep an eye on pipeline updates and stage changes.

• Team Performance: Measure activity levels and response times.

"If you can't measure it, you can't improve it" [1]

Once these requirements are in place, you’re all set to start configuring your daily digest.

Setting Up Your Daily Digest

Ready to configure your daily digest in your Telegram CRM? Let’s break it down step by step.

Locating Digest Settings

To find the daily digest settings in CRMchat, head to the settings menu by clicking your profile picture in the top left corner. From there, select "Settings" and then "Daily Digests" within the configuration panel. For other Telegram CRMs, the settings are usually under notification or preferences menus.

| <strong>Setting Location</strong> | <strong>Purpose</strong> |
| --- | --- |
| Profile Settings | Adjust individual digest preferences |
| Team Settings | Set up group-wide digests |
| Workspace Config | Personalize templates for specific needs

Once you’ve accessed the digest settings, you’ll need to choose the metrics that are most relevant to your team.

Choosing Key Metrics

CRMchat offers a drag-and-drop interface that makes customizing your digest simple. Focus on the data that helps your team stay organized and make quick decisions.

• Important Metrics: For sales teams, prioritize metrics like new leads, follow-up tasks, deals close to completion, and response times.

• Visuals: Add charts to highlight trends and make the data easier to understand.

Setting Delivery Times

Timing is everything when it comes to digest delivery. Configure the schedule to ensure the information is delivered when it’s most useful.

| <strong>Time Setting</strong> | <strong>Best For</strong> | <strong>Why It Works</strong> |
| --- | --- | --- |
| Early Morning (8 AM) | Sales Teams | Helps plan the day’s tasks |
| Mid-Morning (10 AM) | Support Teams | Monitors ongoing cases |
| End of Day (5 PM) | Management | Summarizes daily performance

Once your digest is set up, you can start leveraging it to improve your team’s efficiency and workflow.

Making Digests More Useful

Once your daily digest is set up, it's time to fine-tune its content to ensure your team gets the most out of it.

Choosing Top Metrics

Stick to metrics that directly influence daily decisions. Focus your digest on these key areas:

| Metric Type | What to Track |
| --- | --- |
| <strong>Lead Activity</strong> | Response times, interaction frequency |
| <strong>Deal Progress</strong> | Stage changes, closing probability |
| <strong>Team Performance</strong> | Tasks completed, follow-up rate

Keep It Simple

Cluttered or unclear data can lead to costly mistakes. A well-structured, easy-to-read digest helps avoid this by zeroing in on what matters most. Aim for 3-5 actionable metrics, use visual aids like trend indicators, and keep the format consistent for quick understanding. With CRMchat, you can tailor your digest template to showcase only the most important details.

"Regular reporting delivers the key information and value that CRM users expect." - CLIENTSFirst Consulting Team

Once your digest is clear and actionable, the next step is making sure your team uses it effectively.

Getting Team Buy-in

For your digest to truly make an impact, your team needs to embrace it. Here’s how to encourage adoption:

• Identify team members who can lead by example and advocate for the digest's benefits.

• Offer short, focused training sessions (under 15 minutes).

• Regularly review and adjust the digest content based on team feedback using CRMchat’s customization tools.

"By turning employees into partners, you foster a sense of ownership. They'll be more willing to learn the ins and outs of the platform, explore its benefits, and champion its success within the team." - WalkMe Team, Digital Adoption Platform Expert

Fixing Common Problems

Daily digest issues can throw off your team's workflow, but most problems are easy to tackle. After setting up your digest, you might run into a few common hiccups that need attention.

Quick Fixes

If your daily digest isn't running smoothly, try these solutions:

| Issue | Solution | Time to Fix |
| --- | --- | --- |
| <strong>Data Sync Delays</strong> | Reconnect integration | 5-10 minutes |
| <strong>Missing Updates</strong> | Adjust bot permissions | 2-5 minutes |
| <strong>Incorrect Metrics</strong> | Fix field mappings | 10-15 minutes

For syncing problems with CRMchat, double-check that your HubSpot or Pipedrive integration has admin-level access. If updates are missing in a Telegram channel, review the bot's permissions in the chat settings.

"With the right tools and processes, these challenges are easily resolved."

After fixing these immediate issues, keeping your digest useful requires regular upkeep.

Regular Updates

Consistent maintenance ensures your digest stays useful and aligned with your goals. Here's how to keep it on track:

• Quarterly Reviews: Gather team feedback every quarter to tweak metrics in line with changing objectives.

• Data Audits: Perform monthly checks to correct errors in contact details, deal stages, or task tracking.

• Performance Checks: If delivery slows down, review integration settings and simplify tracked metrics. CRMchat users can use built-in tools to pinpoint and resolve bottlenecks.

Staying proactive with these steps helps ensure your daily digest remains a valuable tool for your team.

Conclusion

Integrating daily digests into your Telegram CRM can change the way teams monitor and handle leads. Here's a quick look at the essentials for creating impactful daily digests.

Summary

Setting up daily digests takes thoughtful planning and continuous adjustments. When aligned with CRM workflows, these digests deliver timely updates, enabling teams to focus on high-priority leads and improve campaign performance.

Related Blog Posts

• Deal Pipeline Management in Telegram: Best Practices

• Top Telegram CRM Features for Follow-Up Automation

• How Telegram CRM Improves Deal Pipeline Collaboration

• Telegram Deal Updates with CRM Sync