amocrm integration
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amoCRM Integration

amoCRM Integration

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amoCRM Integration

Introduction

Pre-requisites

Admin configuration of the amoCRM Integration

Users Configuration of the amoCRM Plugin

General configuration

amoCRM configuration

Introduction

3CX provides out of the box integration with amoCRM. This integration allows showing the contact record or company record on inbound calls, create a new contact directly from the amoCRM web interface and creating notes with the call history of the contact or company.

Pre-requisites

  • 3CX v15 PRO edition
  • 3CX Client for Windows V15 installed
  • amoCRM account

Important Note: amoCRM plugin uses Basic Authentication.

Admin configuration of the amoCRM Integration

To download the plugin go to "Settings" > "CRM Integration" Page . From the "Available CRM Integrations" panel select amoCRM and press Download. To assign the amoCRM Plugin to an Extension go to the Extensions page and assign the amoCRM plugin to the Extension(s) of your choice.

Users Configuration of the amoCRM Plugin

From the 3CX client for Windows, press the Settings button.

Select the Advanced Settings > Integration. The configuration dialog will be shown.

On the General settings you can configure the Contact Open Mode and the Behavior of the Plugin.

General configuration

Click on General to open the general settings page. Here you can configure when you want to open the contact record in amoCRM (on ring, upon answer, or don’t open it), and if you only want to open the contact record if the Caller ID length is larger than a number of digits (so it’s not launched when another extension is calling you).

Google Contacts 3.png

If you also want to automatically enter notes for the Call History, you must check the Enable Journaling option. When this option is set, the plugin will create a new note in amoCRM, already bound to the contact matched, when the call ends. If you want to create a new contact when the Caller ID is not found in Contacts or/and Accounts or/and Leads, just check the option.

In the Behavior section you can also change the maximum digit length to compare. When an inbound call arrives to your extension, the caller ID may have different formats depending on your PSTN or VoIP Provider. It could have an international format (including the country code), national format (including the region or city code), or local format (including only the local number).

Also, you may have created your contacts’ phone numbers in your amoCRM account with prefixes that are not present in the caller ID, such as mobile phone prefixes. In this case, to match the caller ID with the contact’s phone number, you need to specify the maximum digit length to compare parameter. Usually this parameter should be the length of your local phone number.

The amoCRM plugin will compare the final number digits of the Caller ID with the final number digits that appear in your contact’s phone number. If you configure this parameter to compare a high number of digits, there's a greater chance that the Caller ID will match up with the contact, but it's possible that the Caller ID will not always match up with some contacts. If you configure the maximum digit length to compare to a lower number of digits, you get less accuracy when matching the Caller ID with your contacts.

amoCRM configuration

In the amoCRM settings you can configure your account credentials and the Contact Lookup.

In the Contact Lookup section you can choose to look for contact information in the Contacts and / or Companies tables and select the lookup order in these tables.

The lookup order is used to show the Contact/Company via priority. For example if the Contacts List is first and the Companies second , the plugin will search through the Contacts and Companies List . If there are two matches in Contacts and Companies List it will show the Contact first [Based on the priority].

 

And finally, when opening a contact record, you can specify if you want it opened in your default browser, or configure the plugin to open the contact record in another browser.

From the amoCRM configuration you will need the following:

  1. Email
  2. API key
  3. Domain

To get your API key you need to login to your amoCRM Account. Go to Settings> API.

Get your API key and paste it on the Plugin. When you press save if there is a warning HTTP status 401 it means the credentials you gave are not correct.

After you finish configuring the amoCRM plugin, you need to restart the 3CX Client.

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