amoCRM

Bot integration with amoCRM. Step-by-step setup of integration with AmoCRM

How to Integrate Chat Bot with AmoCRM

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Open your personal account amoCRM, then go to Settings > Integrations and install the LEADTEX widget (in the Online chats section). LEADTEX widget

amo crm integration — Installing widget in amoCRM

After installation, check the box "By installing the widget, you consent to the transfer of data from your amoCRM account to the LEADTEX service" and click "Save". ‌

2. Integration Setup

Now for integration, just click the "Link New amoCRM Account" button and in the pop-up window allow the LEADTEX application access to your amoCRM account.‌

3. Funnel, Stage, Responsible

Go to the Settings tab, where you can select the responsible person for new deals, as well as specify the funnel and stage where new deals will go.

The funnel must be any, except "Unsorted".

When creating deals, you can configure task creation. Tasks are assigned to the person responsible for the deal.

You can also configure deal creation for each client application in LEADTEX.

amocrm bot — Funnel, funnel stages and responsible persons setup

4. Bot Disabling

If you want to use the amoCRM widget only for correspondence with clients, disable the bot in settings, in the Additional section.

5. Features

To create a user card on the Amo side, the application block with Amo data recording enabled must go immediately after the "Start" block
In Amo, it is impossible to write to the client first
It is possible to work with multiple Amo users at once

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