Integration of forms with amoCRM: how to receive applications in CRM immediately after sending
The request left on the website is the beginning of a dialogue with the client. If time passes between an application and its entry into CRM, managers lose context and the business loses money. Automatic integration solves this problem: the application immediately creates a deal, notifies the responsible person and can run sales scenarios.
For amoCRM, such automation is very important: this system is designed for fast processing of requests, auto-tracking and visual monitoring of leads. If applications do not get into CRM in real time, the value of the tool decreases.
In this article, we'll look at how to set up reliable amoCRM integration with QForm forms: without code, through a secure API and built-in mechanisms.
How integration with amoCRM works
When a user fills out a form on the site, the data is transmitted via the API directly to amoCRM. Based on them, a deal can be created, a contact added, a responsible manager appointed, or a task set.
An important feature of amoCRM is that authorization takes place through external integration. This is the difference from Bitrix24, where it is enough just to enter a webhook. In the case of amoCRM, you manually create an integration, generate a token, and link it to QForm.
Step 1. Create an external integration in amoCRM
To get started, log into your amoCRM personal account and open the amoMarket section. In the upper-right corner, click on the icon and select "Create Integration". In the window that opens, find the "External Integration" block and click "Create".
Now you will need to specify:
➔The Redirect URI is a link that needs to be copied from QForm (it will be available at the integration activation stage).
➔ Access rights — select "All" to provide full access to CRM objects.
➔ The name and description of the integration can be set arbitrarily, for your convenience.
➔ Click "Save" and the integration will appear in the list of installed ones.
Step 2. Generating the activation token
In the list of integrations, find the one you created, click on it and go to the Keys and Access tab. Click the "Generate token" button, select the expiration date and confirm.
The system will generate an access key, be sure to copy it, you will need it on the QForm side.
Step 3. Connect to QForm
Go to your QForm personal account, select the desired space and open the Settings section through the menu. Go to the Modules and Integrations tab and select the amoCRM block.
You will need to specify two parameters here:
➔ The portal address is the URL of your amoCRM account. For example: example.amocrm.ru
➔ The token that you copied earlier
➔ After entering the data, click "Save". The system will check the connection and establish a connection between the form and the CRM.
Important: if you have several sites, you need to create a separate integration in amoCRM for each one and connect it to QForm individually.
Step 4. Setting up the form fields
After connecting, you can go to the configuration of the fields.: you choose which form data will be sent to amoCRM and how it will be used.
For example:
➔ Name → Contact person
➔ Phone → "Phone" field
➔ Comment → description of the transaction
➔ Application source → custom field or tag
You can set up a transfer to the desired funnel, automatically add tags, launch auto-auctions, and link a deal with an ID manager.
What to do if the integration didn't work?
If you do not see the application in amoCRM after filling out the form, check:
➔ The token is valid and not expired
➔ The redirect link is the same as the one specified in amoCRM
➔ All necessary rights are given in the integration (not only to transactions, but also to contacts and tasks)
➔ Also make sure that you are using the correct portal address — domain only, without /settings or other paths.
Conclusion
amoCRM is a powerful tool if it receives applications on time. Integration with QForm allows you to establish stable data transfer, minimize manual labor and start automation immediately from the site.
The connection process won't take much time, but it will save hours on manual processing and make your CRM a truly working tool. Set up the integration once and each form will be the beginning of the system sales process.