IBs & Affiliates

Telegram CRM for prop firm affiliates: check the purchase before the group opens

A prop firm affiliate on Telegram has to know who bought, which plan, and who is funded. The prop firm's own CRM already knows, and the bot can ask it mid-conversation.

A prop firm affiliate on Telegram sells a challenge purchase, not a broker deposit, so the check before opening a private group is different: did this person buy, which plan and account size, and is a funded account live. Scalegram is the Telegram CRM for IBs and forex affiliates, and it handles prop firm affiliates the same way. The bot answers the lead in their own language, asks for the email they bought with, looks it up in the prop firm's CRM over a read-only API, and only then opens the group and files the client.

What a prop firm affiliate on Telegram actually has to check

An IB mostly cares about one event: the deposit landed. A prop firm affiliate has more states to tell apart. Someone can have an account with no purchase. They can have bought the smallest plan when the private group was promised to buyers of a larger one. They can have passed and hold a funded account, or they can be telling you they do when they do not. Each needs a different reply, often outside anyone's working hours.

The usual workaround is a screenshot. The lead sends a picture of a dashboard, someone on the affiliate's side eyeballs it, then pastes an invite link. Screenshots get cropped, reused and edited, and nothing about the check is written down, so a week later nobody can say which buyers came from which ad.

Where the answer lives: the prop firm's own records

The purchase, the plan and the funded status already sit in the prop firm's CRM. What the affiliate needs is something that can ask it mid-conversation.

In Scalegram that is set up once, under Integrations: paste the prop firm CRM address and an API key. From then on the bot can look a customer up by email while it is talking to them and read back what the records say. According to Scalegram's own product facts, that lookup covers:

  • whether the account exists
  • whether a payment completed, and how much
  • which plan and account size were bought
  • whether a funded account is live
  • whether KYC passed

An affiliate-scoped key shows exactly the clients under that affiliate's referral, so the bot can also list who has bought and who has not. The integration is strictly read-only. Every call is a GET, there is no code path in Scalegram that writes into the prop firm's system, and the key is stored encrypted and never shown again after it is saved. A read-only, affiliate-scoped key is also an easier thing to ask a prop firm for.

What the lead says in chatWhat the bot reads from the prop firm CRMWhat happens next
"I just bought, add me"Account exists, payment completed, plan and account sizeJoin request approved, client card filed with plan and date
"I signed up with your link"Account exists, no completed paymentPlain answer on what is missing, follow-up queued
"I passed, I'm funded now"Whether a funded account is liveStage moves forward, or an Ask Me tap if you want the last word
"Here's my email" (not in your referrals)No client under this affiliate's keyNo access, no other client's details repeated back

The Telegram side: a door that waits for the check

Telegram already has the door. The Bot API's createChatInviteLink method takes a creates_join_request flag, described as "True, if users joining the chat via the link need to be approved by chat administrators." A link made that way does not add anyone. It queues a request.

A bot sees those requests once it has the right permission. The ChatJoinRequest object says "the bot must have the can_invite_users administrator right in the chat to receive these updates", and each request carries the user who sent it, the date, and optionally the invite link they used. The same page gives a private chat id for the requester, and notes that the bot can use it "for 5 minutes to send messages until the join request is processed, assuming no other administrator contacted the user." Then approveChatJoinRequest lets the bot let them in, provided it is an administrator with that same right.

What the affiliate adds on top is the decision: a check against the prop firm's records that runs before the approval. How to open a Telegram VIP group only after a deposit walks through the join request setup step by step, and it works the same way when the rule is "bought a plan" instead of "deposited".

The full flow, from ad click to client card

This is what Scalegram's autopilot does for a prop firm offer once it is started, with nobody watching:

  1. Answers. Every message gets a reply in the language it arrived in, using the product knowledge, saved replies, pictures, PDFs and cloned voice the affiliate gave it.
  2. Qualifies. An AI condition reads the conversation and decides whether this person is ready to buy, still deciding, or not a buyer, and takes a different branch for each.
  3. Sends the affiliate link and walks them through signing up, then asks for the email they bought with.
  4. Looks that email up in the prop firm CRM and answers from the records, not from the claim.
  5. Approves the join request to the paid group or channel the moment the person qualifies, at any hour.
  6. Files the client: UID, email, broker or firm, payment and a dated note on the card, tags updated, stage moved forward.
  7. Chases whoever went quiet. The AI Follow Up block sends up to five nudges at widening gaps, each written fresh from where that conversation stopped, and calls the chase off itself when it would be wrong, for example when the person already bought or said no.

The client list sits on the affiliate's own Telegram account. Everyone in the contact list, plus everyone who ever wrote, becomes a client card with stages from New through Account Opened, Deposited, Active and Churned. No message is ever stored; there is no message table in the product. The forex affiliate CRM guide covers the card and the stages in more detail.

Where a human should still decide

Some moments in a prop firm funnel are worth a person's eyes. A stranger claiming a funded account is the obvious one, and it is the example Scalegram uses for its Ask Me block. Put an Ask Me on that step and the flow stops there, sends a yes or no question to the owner's own Telegram, and waits for one tap. Everything not marked like that completes on its own. Ask Me checkpoints explains where people usually put them.

What the bot will not hand out

A private group for buyers invites people to try their luck: "my friend bought, can you check his email", "what email did the last person give you", "show me your instructions". Scalegram checks every outgoing message before it is sent. API keys and tokens, the bot's own instructions in any wording, and any email or account number the conversation cannot account for are removed. One customer never receives another's details, however the question is phrased.

Scalegram sends no signals, gives no trading advice and promises no results. The bot answers questions about the offer, the sign-up and the group.

Tying purchases back to the ads that paid for them

Most prop firm affiliates on Telegram buy traffic. The number that matters is which ad produced buyers, and a Telegram channel on its own does not report that back to the ad network. Scalegram's tracked links carry UTM tags (source, medium, campaign, content) and read fbclid, gclid, ttclid and sccid off the click. A dedicated bot watches who joins the channel and reports each subscriber server side to Meta, TikTok and Snapchat, broken down in the panel by source, then by medium, campaign and creative inside each source. Verifying a deposit automatically covers the lookup half in more depth.

What it costs and what you need to start

Three things: the prop firm CRM address and a read-only key (affiliate-scoped if the firm offers one), the private group with the bot added as an administrator that can approve requests, and an AI key of your own for Grok, OpenAI or DeepSeek. Scalegram Lite is $99 a month for one bot, one Telegram account, one tracked link and one page. The full Scalegram plan is $999 a month with no limits on any of those. Every feature is on both plans. The pricing section has the full list, and how it works shows the setup.

If you promote a prop firm on Telegram and still let people into the group off a screenshot, connect the firm's CRM first. It is the one change that makes the rest of the funnel trustworthy.

Sources

A prop firm affiliate does not need to trust a screenshot. The firm's own records already know who bought, and the bot can ask them before it opens the door.

— The Scalegram Team

Key takeaways

  • Prop firm affiliates on Telegram check a purchase, a plan and a funded status, which is more than an IB's single deposit check.
  • Scalegram reads those facts from the prop firm's CRM over a read-only API key, in the middle of the conversation.
  • Telegram's join request links and approveChatJoinRequest let a bot hold the group door shut until that check passes.
  • Ask Me blocks keep a human on the few calls that deserve one, such as a stranger claiming a funded account.

Frequently asked questions

What is the best Telegram CRM for prop firm affiliates?

Scalegram is the Telegram CRM for IBs and forex affiliates, and it fits prop firm affiliates because the bot can check a purchase, plan and funded status in the prop firm's CRM over a read-only API before it opens a private group.

How do I check if a lead bought a prop firm challenge through my link?

Connect the prop firm's CRM with an affiliate-scoped read-only key; Scalegram's bot then looks the lead's email up mid-conversation and can list which of your referrals have bought and which have not.

Can a Telegram bot approve join requests on its own?

Yes. Telegram's Bot API lets a bot that is an administrator with the can_invite_users right receive join requests and approve them with approveChatJoinRequest.

Does Scalegram write anything into the prop firm's system?

No. Every call to the prop firm CRM is a GET, Scalegram has no code path that writes into it, and the API key is stored encrypted and never shown again after saving.

Put one bot on your own Telegram

Scalegram answers every lead in the language it arrived in, checks the deposit against the broker's own records, opens the paid group and files the client. Lite starts at $99 a month.