amoCRM integration
The call ends, the lead in amoCRM is already at the correct stage
Kallina reads what happened in the conversation, selects the outcome according to the situations described by you, and updates the lead: the stage in the pipeline, a note with the summary, and, when needed, a task for the manager.
Connecting
Integration page
In the Kallina dashboard, open the amoCRM integration and enter the account subdomain.
Access key
An administrator in amoCRM generates a long-term access key and pastes it into Kallina.
Pipelines
Kallina reads your pipelines and stages, so you can select them in rules.
Situations
Describe in simple terms the possible outcomes of a call and the stage the lead reaches for each.
What is written in amoCRM after each call
The result chosen from the conversation
The transcription is compared with the situations you wrote: interested, call later, not suitable, or whatever else you use.
Moving to a stage
The lead moves to the stage you linked to the result. Leads that did not answer can have their own stage.
The note with the summary
A note appears on the lead with the call summary and the fields collected by the agent, for example the budget or the desired date.
Task for the manager
For results that require an action, a task is created, only if the lead does not already have one open.
No duplicates
If the lead or contact already exists by number, the existing one is updated instead of creating another.
The synchronisation log
Every attempt to write to amoCRM appears in a log in the panel, with success or error.
And in reverse: call from amoCRM
- Choose the leads
- Select the pipeline and stage. Kallina brings the leads from there, with the phone number from the linked contact.
- Start calls
- The agent calls them one by one, with a pause between calls and a limit on simultaneous calls.
- Import a list
- A CSV file can become leads in amoCRM, with preview and marking of those that already exist.
- What it does not do
- Calls do not start on their own when a new lead appears in amoCRM. You start them from the Kallina panel.
Frequently asked questions
Does it work with Kommo?
The integration was built and used on amoCRM accounts. The access key connection currently sends requests to the amocrm.ru domain, so for a Kommo account we verify the connection before quoting.
Does the agent see the data from amoCRM during the call?
Not in the standard integration. amoCRM is used before the call, for the list, and after the call, for the result. For data during the call, a webhook can be added.
Who describes the situations?
You do, with our help at the start. You write them as you would for a new colleague: what “interested” means for you and where the lead goes.
What rights must the connected account have?
Read and modify rights on leads, contacts, notes and tasks in the pipelines used.
Does the full transcription get into amoCRM?
The summary and collected fields go to the lead. The full transcription and recording remain in Kallina history.
Show us your pipeline
At the demo, we connect a test account and go through a call to the note on the lead.