amoCRM: messaging in amo chats, calls, tasks and Salesbot

The amoCRM block in “Settings → Integrations”: the “Messages in amoCRM” and “Call history in amoCRM” statuses and the list of lines
The amoCRM block in “Settings → Integrations”: the “Messages in amoCRM” and “Call history in amoCRM” statuses and the list of lines

The help used to say native amoCRM chats are unsupported. That was wrong: a line that an administrator has directed to amoCRM writes into the standard chats, and access to dialogues can be tied to the person responsible in amoCRM. A call lands in the card with its recording and transcript, and after a missed call or an unanswered chat a call task can appear. Calls are described in A call in the deal and the CRM feed, WhatsApp templates in Official templates.

  1. Open “Settings → Integrations → amoCRM” and press “Connect to amoCRM” next to the line you need in the “Lines in amoCRM” block.
  2. Check that “Messages in amoCRM” and “Call history in amoCRM” read “Connected”. If not, press “Connect to amoCRM” next to the line again: the chat connection is retried.
  3. Optional: turn on “Dialogue access by amoCRM responsible” and “Stage moves and card edits”.
“Settings → Integrations”: the list of integrations, amoCRM among them
“Settings → Integrations”: the list of integrations, amoCRM among them

Dialogs → Settings → Integrations → amoCRM

Open in Dialogs

Read more in the article Connect WhatsApp to amoCRM: chats, calls, tasks and the client card.

Install Dialogs in your CRM

Installing the app and connecting WhatsApp by QR code are free. The line subscription is billed separately.

Install in Bitrix24Install in amoCRM