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RetailCRM

RetailCRM

The integration maps every new live conversation to one RetailCRM customer. An administrator chooses whether to create the customer only or a customer and an order. Later messages become customer notes.

Connect

  1. Create a RetailCRM API key that can read sites and manage customers and customer notes. Add order permissions only when using order mode.
  2. Open CRM → RetailCRM in EasyChat and enter the account domain, API key, and site code.
  3. Save the connection and select Test and load sites.
  4. Choose Customer or Customer and order.
  5. For orders, optionally set the order method, type, initial status, and owner ID.
  6. Enable delivery and send a test customer message.
The API key grants access to RetailCRM data. EasyChat stores it encrypted and does not display it after saving. Never add the key to a URL or a screenshot.

The first version uses the official REST API v5. It does not import old history and does not yet send RetailCRM manager replies back to the source channel. Native two-way messaging requires a separate RetailCRM MessageGateway transport.

Checklist

Explore the integration

Last updated on
amoCRMConnect Youla