amoCRM
The integration creates a deal from a new live conversation, finds an exact contact by phone or email, and appends later messages to the same record. Old conversations are not imported.
Connect
- Create a long-lived amoCRM token with CRM access.
- Open CRM → amoCRM in EasyChat and enter the account domain and token.
- Save, then select Test connection.
- Select a pipeline and stage, then select Prepare fields.
- Optionally set an owner ID. Enable Digital Pipeline only when its automation should run for newly created deals.
- Save and enable Send conversations to CRM.
The token grants CRM access. Never share it in conversations or screenshots.
EasyChat stores it encrypted and does not display it again after saving.
EasyChat sends the name, verified phone/email, channel, first message, and a link to the local conversation. A stable service ID and delivery ledger stop a retried queue job from creating a second deal. The central EasyChat service receives none of this data.
Checklist
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