IDETA: Integration with amoCRM — orders, web forms, information blocks

What this solution does

The module automatically converts website leads into amoCRM deals, transferring contact details, full order specifics, and traffic source data. Managers receive ready-to-work deals in the correct sales funnel, while managers can track which channels drive sales.

Online store orders. Every new order creates a deal with a budget equal to the order total. Contact fields (name, phone, email) are populated from order properties. The order composition, all properties, and the buyer's comment are automatically added to the deal notes.

Web forms. Submissions from the Web Forms module are converted into deals. The list of forms can be filtered by their IDs. Contact fields are mapped using the symbolic codes of the questions, and all answers are saved in the deal notes.

Info block leads. If website forms write leads to an info block, a deal is created when an element is added, including via API. Contact fields are mapped using property codes, and all properties are transferred to the deal notes.

Traffic sources. The module automatically collects UTM tags, gclid, yclid, fbclid, the Yandex.Metrica identifier, the referrer, and the landing page on the site. These data points are passed to deal fields, enabling filters and reports in amoCRM. No modifications to the site template are required, and the module works correctly with composite caching.

The module supports two attribution models: first touch and last touch. Both tags are always duplicated in the deal note.

The module independently validates deal fields and creates them in the amoCRM account. Orders processed by a manager via the administrative interface are not tagged by the module, ensuring statistics remain accurate.

Reliable data delivery

Each request is queued and sent immediately. If amoCRM is unavailable, the agent retries sending every five minutes; the attempt limit is configurable. A delivery log with statuses, IDs of created deals, and error messages is available in the module settings. Integration failures do not prevent order placement or form submission.

Capabilities

Deals and contacts are created in a single request. When duplicate control is enabled, amoCRM merges contacts by phone number and email address.

Authorization uses a long-lived token (recommended) or OAuth 2.0 with automatic token refresh.

Users can select the sales funnel, stage, and responsible person for new deals.

Individual deal tags can be assigned for each data source.

Currency override in the note is supported for stores where the site currency code differs from the actual price currency.

Tokens are not displayed on the settings page.

Russian and English interface support.

The module is implemented using pure D7 code, stores data in a dedicated table via ORM, and does not modify the system core.

Environment requirements:

Main module version 20.00.00 or higher, PHP 8.2 or higher, and an amoCRM account with API access.

The Internet Store, Web Forms, and Information Blocks modules are installed only when required to connect specific data sources.

If “IDETA: Integration with amoCRM — orders, web forms, information blocks” fits the task, General iT can install the module, configure it and verify the result in the project.