AmoCRM
In this section you will learn how to connect a bot to amoCRM, what are the options, how to write first to the client on WhatsApp from amoCRM, etc.
Please do not contact us about our integration into Support AMO. They will not help you in any way. This is forbidden by the rules of integration development.
Instruction to connect a bot to amoCRM
We have created a public widget for amoCRM users. To access all the features of our integration, you need to install it. When installing the widget in amoCRM you only need to enter your login in and click to save. All other settings are performed on the site salebot.pro.
You can find our widget in amoCRM account settings in the integration section by typing salebot.pro.
To connect salebot.pro to amoCRM you need a valid amoCRM account.
You need to do a couple of simple steps:
Select AmoCrm from available in the CRM system list, then click on the "Connect AmoCRM" button
2. Next, select the account you want to connect to AmoCRM
3. Press the "ALLOW" button
Now you are connected to AmoCRM
How to connect to the chat channel
To communicate with your amoCRM clients via salebot.pro, you need to enable a switch in AmoCRM connection settings when connecting to amoCRM: Connecting to the amoCRM chat channel
If you've connected your personal phone number to Whatsapp and do not want personal correspondence to get into AmoCRM, you can turn on the switch: Send only those dialogues that the bot responded to
When this setting is enabled, only the dialogues the bot responded to will transfer to AmoCRM. It is NOT recommended to enable this switch. Without creating a chatbot with this setting, ALL dialogues will no longer transfer to AmoCRM.
The bot will transfer the dialogues to AmoCRM only after it has responded to the client.
If the yellow or red block in the lead has not yet been met in the dialogue, then all the dialogues transfer to the "Incoming Leads". When data is transmitted from a yellow or red block, the lead is created and all dialogues are attached to it.
Between the client’s entry into the bot and his entry into the yellow or red block (data transfer / the end of data collection) must pass at least a minute, otherwise the lead may not be created and the dialogues will remain in "Incoming Leads".
How to send the collected leads to AmoCRM
The bot can automatically ask the client’s for data and write them into the custom fields of the lead.
Send the variables only in yellow or red block (data transmission blocks or end of data collection)!
If the client fails one of these blocks, the variables will not be transmitted.
The variables called by name and phone are automatically entered into the corresponding AmoCRM fields. In Whatsapp, the default name variable contains the user’s phone number. In the phone variable you can collect user phone numbers through the dialogue.
You can also specify the responsible person, put the task on the lead and specify the deadline for it.
It is recommended that AmoCRM enable the setting (the slider to the right), so that the requests are not duplicated and mixed to the leads . To do this, go to AmoCRM Settings - General Settings:
This is what a completed requests looks like
How to send Custom Fields to AmoCRM
The variables with phone, email, and budget name will be automatically recorded in the client fields
You can also fill in the user fields in the request form.
Each field is specified with a new line. First comes the field code in the amoCRM, then the variable name in Salebot, which will be written into it.
To write constant text, specify it in single quotes (alternatively, you can put one double quote before this text)
You can add a field to AmoCRM by clicking on this button
The example, where to find the field ID:
If ID does not appear after creating the field, exit the card and enter it again.
Let’s analyze the example of creating the lead with a bot
The rhombus arrow stores the input into the variable to enable this arrow. In connection settings enable the switch User enters data
The field below the switcher specifies the name of the variable.
In the yellow block, data is sent to amoCRM, that is, if you look at the scheme above, you can see that after entering each variable it is updated to CRM.
Red block The end of data collection. It means that the user has finished creating the request - his new answers will go into the new lead and the variables created in the bot will be cancelled.
How to choose one of the leads to send to AmoCRM
If you have 2 leads or more, but want to work with a specific, you need:
Specify the selected lead in AmoCRM connection settings on salebot.pro
2. You need to set the leads settings in AmoCRM as the source of salebot.pro deals
How to settle all "Incoming Leads"
In order to send data to the right lead in AmoCRM, you need to add a widget salebot in the leads settings in the trading sources. Then the undiscovered will also fall into this lead.
Webhook AmoCRM
How to find Webhook settings in AmoCRM
Webhook is configured through Settings - Integration - WEB HOOKS
How to Get Project API Key
The project API key is taken from the project settings, an example is shown in the figure below.
How to receive a notification of the Lead's creation
To receive notifications about the change of the status of the lead you need to set in the AmoCRM Webhook settings.
On the left we write the URL in the format https://chatter.salebot.pro/amo_/
Right link to the right event
Notification with the name of the deal
URL webhook: https://chatter.salebot.pro/amo_order_created/<salebot_api_key> where <salebot_api_key> you should change to the API key of the project settings
After changing the status of the project a notification will come with text as if the client has written it (but this message will be visible only in the interface salebot.pro):
amo_lead_created Name of the lead
Next you can use this message as a condition of the block in the editor
Important!! In order to respond to all events of webhooks, if you specify amo_lead_created and set the type of comparison by keywords.
Notification with the name of the lead and its stage
URL webhook: https://chatter.salebot.pro/amo_order_created_v2/<salebot_api_key> where <salebot_api_key> you should change to the API key of the project settings
After changing the status of the project a notification will come with text as if the client wrote it (but this message will be visible only in the interface salebot.pro): amo_lead_created Name of the lead: Status name
Next you can use this message as a condition of the block in the editor
Specify amo_lead_created and set the type of comparison by the presence of the keyword to be able to respond to all events of Webhooks
How to receive a notification of the change of the Lead's status
To receive notifications about the change of the Lead's status, you need to install AmoCRM Webhook in the settings
URL webhook: https://chatter.salebot.pro/amo_state_changed/<salebot_api_key> where <salebot_api_key> you should change to the API key of the project settings
After changing the status of the project, a notification will come with the text as if the client wrote it (but this message will only be visible in the interface salebot.pro): amo_state_changed Name of the lead: Status Name
Then, you can use this message as a condition of the block in the editor and send the user a message corresponding to this transition.
Specify amo_state_changed and set the type of comparison by keyword to be able to respond to all events of webhooks
How to receive a notification of a note's addition
To receive notifications about the change of the Lead's status, you need to install AmoCRM Webhook in the settings
URL webhook: https://chatter.salebot.pro/amo_note_created/<salebot_api_key> where <salebot_api_key> you should change to the API key of the project settings
After changing the status of the project will come a notification with text as if the client has written it (but this message will be visible only in the interface salebot.pro): note_created Note text
Next you can use this message as a condition of the block in the editor
Important!! Write note_created and set the type of comparison by keywords to be able to respond to all events Webhooks
Digital Pipeline
How to work with a digital pipeline in AmoCRM
The salebot.pro widget can work with the AmoCRM digital pipeline
The bot can react to 8 events:
To activate the bot, you must specify triggers in AmoCRM:
Here is a list of the events:
You can also customize the widget in the 'Customers' section:
How to send a message from AmoCRM
To send something to the client, you must enter a message in the appropriate field.
Everything from the "Message" field will be sent to the client.
In this case, there will be no events to start the bot, as described below
How to start the Event Changing Bot
To start a bot, you must write trigger in the message field
After the event, the bot receives a message as if it was written by a user who can start the bot if it is written in the condition. This is explained in the details below.
The message "trigger" starts the bot, and any other texts are sent directly to the client.
Here is a description of the callbacks that are generated during an event
Event: Add a Deal
After changing the status of the project a notification will come with text as if the client has written it (but this message will be visible only in the interface salebot.pro):
amo_lead_created Name of the Lead: Status name
Next you can use this message as a condition of the block in the editor
Specify amo_lead_created and set the type of comparison by the presence of keywords to be able to respond to all events
Event: Change the deal's status
After changing the status of the project, a notification will come with the text as if the client has written it (but this message will only be visible in the interface salebot.pro):
amo_state_created Name of the pipeline:State name
Then, you can use this message as a condition of the block in the editor and send the user a message corresponding to this transition.
Specify amo_state_changed and set the comparison type by the presence of keywords to be able to respond to all events
Event: Incomming letter
When an incoming letter comes callback:
amo_mail_in
Event: Incomming call
When an incoming call comes callback:
amo_call_in
Event: Visiting of the site
When visiting the site comes callback:
amo_site_visit
Event: Incomming message from the chat
When an incoming message from the chat comes callback:
amo_chat
Event: Add a Customer
When adding the customer comes callback:
amo_customer_added
Event: Change of the customer's status
Change of customer status comes callback:
amo_customer_period_changed
Set the task in AmoCRM, according to the client’s answers in the bot
Salebot has a close integration with AmoCRM. Using the Data Transfer (Yellow) and End of Data Collection (Red) blocks, you can transfer from Salebot the values of the variables in AmoCRM. Next, you can configure to automatically write these values directly into the fields of the client card (deals). And then on the basis of the recorded data, you can set tasks to employees, and automate the movement of the requests on the pipeline (pipelines).
So, after you have connected AmoCRM and created the required fields in Amo, configure the transfer of the necessary variables from the bot to AmoCRM. You can read more about it here:
Now in AmoCRM, go to the settings of the digital pipeline (it is important that the tariff is not lower than "Advanced") and create a trigger to verify the condition:
To write first from AmoCRM
How to write first
After you install the widget, next to the customer’s phone number in the deals the menu item "Salebot" will appear immediately , it allows you to write first in Whatsapp on this number
You can write first only in WhatsApp from amoCRM. If the client has already written to you, the answer will be in the messenger from which the client wrote to you. If you have several WhatsApp numbers connected and the client has already written in them, the answer will be from the number on which the client wrote.
If you have several Whatsapp connected
If several Whatsapp numbers are connected to the salebot.pro project, now it is possible to choose the first one from the AmoCRM. To do this, in AmoCRM go into deals and select an existing, or create a new, add a phone number and save. After saving, the button "Change the number from which to write first" will appear
Click on it and from the list select the right number, save.
Then click on the phone number in the deals to write to and select the item Salebot.pro
Then in the AmoCRM chat we enter a message and send it.
The recipient will receive a message from the whatsapp number that we chose at the beginning. And then you can chat with them.
Common problems with amoCRM
There are no dialogues in/from amoCRM
Check your tariff in Salebot. The tariff should be at least "Standard"
Check the "Connect to AmoCRM Chat Channel" slider in Salebot
Check if the dialogues in "Customers" in Salebot.
Wait. Sometimes, for reasons beyond our control, the dialogues come with a delay. On average from 5 minutes to 1 hour.
If Salebot does not have any dialogue in "Customers", your bot is likely to be in sleep mode. You can check by sending the :bot_info command to the Whatsapp number connected to the bot from any other number. If the answer to the command does not come, the problem is in the phone. You can immediately reconnect in the "Messengers and chats" item. Check out the recommendations for setting up your phone to prevent sleep mode here: https://docs.salebot.pro/integracii/messendzhery-i-chaty/kak-sozdat-bota-v-whatsapp#nastroite-telefon-dlya-stabilnoi-raboty-whatsapp
Duplicate deals are created in amoCRM
1. It is recommended that Chat inbox was enabled in amoCRM , so that the requests are not duplicated in the deals. To do this, go to amoCRM Settings - General Settings.
2. No webhook installed (or webhook comes late). In this case, Salebot does not receive Incoming leads ID , no data about its creation. Therefore, when passing the red or yellow block Salebot nothing to turn into a deal and it creats a new one - so that is the way the double is appeared
Solution:
Check the settings of amoCRM - Webhooks. Should be: https://chatter.salebot.pro/amo_unsorted_created - Incoming lead added
2. If amoCRM pipeline settings have automatic actions such as change of responsibility, change of field in deals and so on, then the deal in Incoming lead is accepted not by the Salebot, and, at the time of passage of red or yellow block, Salebot has nothing to take. Therefore, a new deal is being created - double.
Solution:
Check the pipeline's settings in amoCRM
3. In addition to pipeline settings, third-party integration may still affect. For example, another widget performs manipulations with the Incoming lead before the Salebot widget was supposed to work.
Solution:
Check if there are any other additional integrations in amoCRM that might affect the Incoming leads.
Duplicate clients are created in amocrm
Check the order of Name and Surname in the settings.
If you put it vice versa, clients will start to duplicate.
How to connect the number from which you can write first if you have several WhatsApp numbers/several projects connected in Salebot?
If you have several numbers connected, then in "Messengers and Chats" you can choose from which number you can write first in amoCRM.
If you have several projects connected, then in the item (left menu) "Integration with CRM" turn on the slider "Use this project to write first in WhatsApp "
Customer dialogues are long transmitted from Salebot to amoCRM
Delays occur because AmoCRM does not immediately send a message, but queues to send it. At the moment, there is a queue and amoCRM does not have time to process it all.
How to connect Salebot to multiple pipelines
As a source of deals, the Salebot widget can only be added to one pipeline. This is the official position of amoCRM.
Configuring the connection to multiple pipelines is possible through internal settings (triggers and tags) in amoCRM.
How to Send Data from amoCRM to Salebot
The Salebot service does not have this setting.
There is a variant of data transfer from amoCRM fields to the bot via third party service integromat.com. The service is conditional-free.
There are no configuration instructions. You can always ask this question or order this service in the chat of Salebot users in the contract.
How to get a +1 additional month of amoCRM license as a gift
You need to contact https://vk.com/ga_l_an
Then create an account from the very beginning. Then you get 2 weeks of demo access + 2 weeks from our partner. It is 28 days. Also, if payment is through our partner, you will receive a +1 month license as a gift.
Duplicate contacts in amoCRM
AmoCRM support response:
"This may be because you use the "write first" functionality several times. Each time it is used, a new social profile is created. The task of correcting this behavior is in the list of works of specialists. As soon as there is current information - let us inform within this chat"
How to transmit the name of customer messenger to AmoCRM
How to configure data transfers about the type of messenger from Salebot to amoCRM
Please do not contact us about our integration into Support AMO. They will not help you in any way. It is forbidden by the rules of development of integrations.
First of all, you need to configure the integration of Salebot and amocrm. Detailed instruction on the link https://docs.salebot.pro/vzaimodeistvie-s-amocrm/podklyuchenie-bota-k-amocrm
Check:
1 Correctness of AmoCRM and Salebot
2.Salebot integration connection is specified as the source of deals in the desired pipeline
3.The Salebot tariff should be no lower than "Standard"
If you do not have a running bot schema in Salebot, you can configure it this way. If you have a schematic, integrate the bot into your schematic.
The scheme is as follows:
In the first block the bot is started.
Unit Settings:
In this block in AmoCRM, a request is created in an open file. The slider "Responsible once for the dialogue" is configured so that no additional deals are created with this customer.
Make the second unit yellow (data transfer) so that the amo deal is created and the data about the messenger to AmoCRM is sent to the customer's card.
Set the timer between the blocks for 5 seconds.
In the left menu select "Integration with CRM" - AmoCRM. In the field "Display amocrm custom fields on Salebot variables) fill in the user field in the requests.
First comes the field code in the amoCRM, then the name of the variable in Salebot, which will write into it. In this case, the variable "messenger"
The field number is shown in the screenshot for example. You have to replace with your!
If you need to write to the deal field on which Whatsapp number the customer wrote, you need to use the variable wa_bot.
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