Integration with amoCRM allows you to send BotHelp person data to your amoCRM profile automatically through the “Action” block in the flow constructor, as well as update an already created transaction in amoCRM.
A new transaction and a contact attached to it will be created based on the data sent to amoCRM.
🚩Important! Your amoCRM account has to be paid for, otherwise you will not be able to enable integration.
What data is transferred to amoCRM
The data that is entered in the contact card in the corresponding amoCRM system fields:
- first name,
- last name,
- phone number,
- email,
- person’s CUID.
- IMPORTANT! To transfer this parameter, we automatically create a group of “BotHelp” fields with the “BotHelp_CUser_ID” field. Do not delete it, it may affect the correctness of the integration.
The data that is entered in the transaction card in the corresponding amoCRM system fields:
- All UTM tags.
In addition, it is possible to set up the transfer of any custom field of a BotHelp person to any contact or transaction field in amoCRM. Examples will be provided below.
Enabling integration
1. Go to your profile settings in the “Integrations” subsection.
2. Find the “amoCRM” block from the list of integrations and click Add Integration.
3. A page will load with an access request from amoCRM. Select the account you want to integrate with from the list.
- IMPORTANT! In order for your amoCRM account to appear in the list, you have to be logged in to this account in the same browser.
5. After selecting an account, click the Allow button to give BotHelp access to the selected amoCRM account.
6. After successful activation, the connected account and the “Connected” status will be displayed in your BotHelp profile in the “Integration with amoCRM” section.
1. Setting up the “Send person data to amoCRM” action
This action allows you to create a new transaction and contact in amoCRM based on the data sent about the BotHelp person.
Work features
- So far, you cannot select the funnel in which the transaction will be created.
- First name, last name, mail, phone number, UTM tags and CUID are transferred to amoCRM by default.
- You can set up the transfer of any person field to any transaction or contact field.
- IMPORTANT! When setting up the transfer of additional fields, you have to take into account their types: BotHelp text fields should be transferred only to amoCRM text fields, numeric fields should be transferred to numeric fields, and so on. If the field types do not match, the integration will not work and the data will not be transferred.
- BotHelp supports these types of fields: text, numeric, price, url, multitext, tracking_data, monetary.
- We do not support fields of the following types: textarea, bool, and some others. This type of field will be hidden in the list of fields for enabling amoCRM. Solution: recreate the necessary fields in amoCRM with the supported text type, then these fields will appear in the list.
Setting up an action
1. Go to the flow constructor and add the “Action” block.
2. In the list of actions, select “Send person data to amoCRM”.
3. Set up the action.
- First name, last name, mail, phone number, UTM tags and CUID are transferred to amoCRM by default. No additional settings are required.
(!) If the flow requests only a phone number or only an email, this will be enough to create a transaction. - Add custom fields for transferring to amoCRM.
- To add a custom field the value of which needs to be transferred to amoCRM, click Add Field.
- In the fields that appear, select two fields: the first is the person field in BotHelp, the value of which will be transferred to amoCRM; the second is the transaction or contact field in amoCRM, where the value received from BotHelp will be recorded.
- IMPORTANT! The types for the field pairs have to be the same (both are numeric or text fields), otherwise the data will not be transferred.
- Click Save and Close.
4. It’s done! Now the data of the person who gets to this step of the flow will be automatically transferred to amoCRM.
An example of a transaction and contact created in amoCRM:
2. Setting up the “Update transaction in amoCRM” action
This action allows you to update the transaction and the contacts of this transaction in amoCRM based on the data sent about the BotHelp person.
Work features
- The search for a transaction is based on the contact information (email, phone, CUID).
- The search for a deal is carried out in the specified funnel.
- To find a transaction, you can set up additional filters by its fields.
- You can set up updates to any field of the found transaction or contact.
- The found transaction can be moved to any funnel, to any step of the funnel.
- IMPORTANT! When setting up the transfer of additional fields, you have to take into account the types of fields: BotHelp text fields should be transferred only to amoCRM text fields, numeric fields should be transferred to numeric fields, and so on. If the field types do not match, the integration will not work and the data will not be transferred.
Setting up an action
1. Go to the flow constructor and add the “Action” block.
2. In the list of actions, select “Update transaction in amoCRM”.
3. Set up the action:
- To open the action settings window, click on “pencil”.
- Select the amoCRM funnel where you want to find a transaction.
- In the “Filter” section, if necessary, add a field value that will be additionally checked when searching for a transaction.
- In the “Move deal to” section, specify the funnel and the step of the funnel to which you want to move the found transaction.
- In the “Update fields” section, you can specify which fields of the found transaction and which fields of the contact of this transaction need to be updated.
- IMPORTANT! If several transactions were found according to the specified conditions and filters, then all of them will be updated.
4. It’s done! Launch the flow. At this step, the transaction found in amoCRM will be updated and moved to the specified step.
If you haven’t found the answer to your question, contact us in the chat in your profile or email [email protected]😃
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