AmoCRM — integration with infoblocks, web forms, and email events

What this solution does

The module provides automatic synchronization of website events with amoCRM. Leads from web forms, messages from buyers, and changes in information blocks are converted into deals, contacts, companies, or tasks without manual intervention by managers. This prevents data loss and saves time on transferring information. The solution has been actively developed since 2017, releases several updates per month, and is installed in more than 1000 projects.

The Rover module for AmoCRM is a professional integration tool that goes beyond simple form-to-deal connectors. It supports creating multiple integration profiles for each information block, web form, or email event, and allows connecting several AmoCRM accounts simultaneously. Built-in duplicate control with selectable strategies ensures two-way synchronization of order and deal statuses. The functionality includes passing advertising campaign tags and cross-channel analytics data, as well as processing module system events, enabling logic configuration tailored to specific business processes rather than forcing processes to fit module limitations.

Common use cases include creating or updating deals, contacts, and companies when information block elements are created or updated; generating deals with linked products during store order checkout; and automatically updating deal statuses when store order statuses change.

In case of issues or the need for non-standard configuration, the developer provides free assistance with initial connection and integration profile setup. Comprehensive documentation and fast technical support are available.

The module provides synchronization between AmoCRM and a site based on 1C-Bitrix. Changing a deal status in the CRM automatically updates the order status in the online store. Filling out a registration form creates a contact or company with labels for advertising campaigns. A feedback form generates a contact and a corresponding task. Web forms create leads, placing them in the 'Unsorted' pipeline stage. Order payment in the store updates the deal status in AmoCRM. After a web form is submitted, a company is created, to which a contact and a deal are linked.

For extended synchronization of orders, products, customers, purchases, and online store catalogs, a separate module 'AmoCRM — Integration with Online Stores' is available.

The core function is deal management. This is the primary integration point, allowing the creation of new deals and the update of existing ones based on adding or modifying information block elements, as well as triggering any web forms or email events. Field and name configuration is performed using placeholders, with support for summing budget values and working with tags.

The Rover module for AmoCRM automates operations with information blocks, web forms, and email events. It enables assigning responsible persons from a list, selecting a sales funnel, and setting the status for new deals. The system provides two-way synchronization of deal and online store order statuses, including a setting to prevent overwriting the final status of completed deals. The visitor identifier (visitor_uid) is transmitted to support automated funnels.

Integration allows transferring product items from email events linked to an order and updating the order composition in the store when items are changed within a deal. Notes are grouped into a single message with uniqueness control. For custom fields of the list type, multiple value assignment methods are available: passing the value itself, its ID, or specifying it manually from the website side.

Built-in duplicate control searches for matches across all deals or only within the associated contact. Three strategies are provided for handling duplicates: creating a note with links, updating the main deal, or using the data without updates. The module supports creating new and updating existing contacts and companies, including the Birthday field. It allows assigning responsible persons, filling standard and custom fields of any type via mapping and placeholders, and adding tags.

The module enables the creation of grouped notes with uniqueness control, utilizing the same built-in duplicate check mechanism used for deals.

Tasks are automatically created and linked to a contact, company, or deal. Users can select the task type, text (including values from event fields), and deadline.

Contacts, companies, and deals can be automatically sent to the 'Unprocessed' status for subsequent review and assignment of responsible parties, with the option to select a sales pipeline. Users can specify the name for a deal or an item in 'Unprocessed'.

The module supports cross-channel analytics by transferring any campaign tags from the query string, session, and cookies, with each tag stored in a dedicated field of the amoCRM entity. Tags are preserved when users navigate between website pages. A filter for Google Analytics API versions is implemented to convert strings like GA1.2.1054613344.1468150257 into 1054613344.1468150257.

For email events related to orders (such as 'New Order', 'Order Status Changed', 'Order Paid', etc.), the module transmits additional fields: phone number, delivery address, cost, payment system, delivery service, and order comment. These fields are available for both amoCRM integration and for use in emails generated based on events.

The module transfers data about web forms and email events to AmoCRM, including the name and ID of the form result, visitor ID, site domain, name or IP address, event page address, and files as links. The solution is compatible with the ASPRO platform.

To accelerate site response, processing is deferred via an agent running once per minute. This prevents delays during events while allowing immediate processing or retry on error. Stuck events are automatically moved to an error status after three hours, and the log is periodically cleared.

Additional features include domain filtering within the integration profile and the ability to disable the profile trigger when updating an existing element or form result. The webhook endpoint can be regenerated with automatic address updates on the AmoCRM side. Administrators receive email notifications if AmoCRM is unavailable or if connection errors occur.

The system logs requests, responses, and errors with a size limit. Multiple integration profiles can be created for each site entity, and multiple AmoCRM accounts can be connected and configured. Several responsible persons can be selected with round-robin assignment. Data export is available for existing infoblock elements, filled web forms, and occurred email events.

The module allows dynamic addition of new fields to email events without requiring a system reload. Flexible customization of logic for deals, contacts, and companies is implemented through system events triggered before and after operations. Bidirectional synchronization of order and deal statuses is provided between the Bitrix platform and amoCRM. The system verifies the access rights of responsible users in amoCRM. The module interface is fully translated into English. A separate module has been developed for extended synchronization of products, buyers, purchases, and online store catalogs. A bundle combining both solutions is also available.

For the “AmoCRM — integration with infoblocks, web forms, and email events” module, General iT can perform installation, configuration and a functional check in your project.