REFERRAL_BOTS / OMNICHANNEL

    One referral engine. Every channel.

    Spin up referral bots on Telegram, your website, Instagram, WhatsApp — anywhere your audience already is. Every invite, click, and signup flows straight into your CRM with full attribution.

    00 / THE_PROBLEM

    Four channels. Four broken tools. One CRM that finally sees them all.

    CHANNEL_MERGE/ live
    UNIFYING · 4 → 1
    BEFORE / FRAGMENTED
    Telegram
    BotFather + sheet
    lost: 32%
    Website
    Custom script
    lost: 18%
    Instagram
    Manual DMs
    lost: 47%
    WhatsApp
    Copy-paste links
    lost: 41%
    ONE_ENGINE
    AFTER / UNIFIED
    Taploop CRM
    contacts+887
    attribution100%
    data lost0%
    every invite, click, signup & reward → one record
    CHANNELS_IN
    4+
    DATA_LOST
    0%
    DESTINATION
    CRM
    01 / SURFACES

    Deploy referral bots where your customers already are.

    Telegram bot

    Native /start tracking, in-bot leaderboards, and reward DMs out of the box.

    Website widget

    Drop a single script tag. Logged-in users get a personal link and dashboard.

    Instagram DM

    Story stickers and DM auto-replies hand out unique referral codes.

    WhatsApp

    Click-to-chat links with auto-attribution per inviter — no copy-paste needed.

    02 / CRM_PIPELINE

    Every referral event lands in the CRM. As a real contact.

    CRM_RECORDREFERRED
    ContactLina K.
    SourceTelegram bot
    Referrer@maya_r · ID 0421
    ProgramSpring '26 launch
    Reward owed$20 credit
    First touch2 min ago
    EVENT_LOG+1 invite · +1 signup · +1 reward
    Unified contacts

    Referrer and invitee both land as full CRM contacts — no separate referral table to reconcile later.

    Enriched on arrival

    New referrals are auto-classified by Taploop's signal graph: needs, taste, intent, budget tier.

    Triggers downstream

    Reward emails, CPA payouts, outreach sequences and segments fire automatically off referral events.

    Fraud filtered before insert

    Fake accounts and self-referrals never make it into your CRM — they're flagged and dropped at ingest.

    What's in every referral bot.

    Unique tracked links

    Per-user codes that work across channels — same link, full attribution.

    Rewards engine

    Cash, credits, tokens, discounts, or custom rewards — paid out automatically.

    Leaderboards

    Public or private rankings to spark competition across all surfaces.

    Anti-fraud

    Behavior fingerprinting and account-age checks before anyone gets credited.

    Custom branding

    Bot name, avatar, widget colors, copy — fully yours on every channel.

    Webhooks & API

    Push referral events into your stack, or pull them out. JSON in, JSON out.

    From config to viral loop — in four moves.

    01
    STAGE
    Configure

    Pick reward type, threshold, and program rules. One config powers every channel.

    02
    STAGE
    Deploy anywhere

    Generate a Telegram bot, a website widget, or a social link in one click each.

    03
    STAGE
    Pipe to CRM

    Every invite, signup, and reward event becomes a CRM record with full source attribution.

    04
    STAGE
    Activate

    Trigger payouts, outreach, and segments off referral events — automatically.

    Questions, answered.

    Q.01
    Can the same program run on Telegram and my website at once?
    Yes — one program, multiple surfaces. A user invited via your site widget and one invited via the Telegram bot both land in the same CRM with the same attribution model.
    Q.02
    What about platforms you don't natively support?
    Use the universal link generator + webhook API to wire referrals into any platform — Discord, X, Reddit, in-app, anywhere.
    Q.03
    Does this replace the Telegram-only Referral Bot product?
    No — that one stays for teams who only need Telegram. This product is for anyone running referrals across multiple surfaces and wanting CRM unification.
    Q.04
    How fast do referrals appear in the CRM?
    Near real-time. Most events are visible in the CRM within seconds of the invitee converting.
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