CRM Integration

CRM integration allows you to:

• retrieve the list of employees from the CRM and match them with ChatApp employees (required to synchronize responsible users across CRM entities);
• add CRM-related blocks to the bot builder (available for amoCRM and Bitrix24);
• open the corresponding CRM record directly from a Scenario Dialogs chat.

CRM integration is configured at the project level within an organization.
If you need to synchronize two different CRM portals, you must create two separate projects.

Integration Setup

1. In the left-hand menu, go to the «Integrations» section.

2. Select the required project.

3. Click the gear icon to open the integration settings.