amoCRM integration: the app, deal stages, calls and fields

An amoCRM integration matters when your sales run in amoCRM, while AI bots and the account's telephony talk to clients first. Without it, a manager copies call results by hand: listens to the recording, finds the deal and retypes the gist of the conversation. Meanwhile the client cools down, and some agreements get lost.

An amoCRM integration is an app from amoMarket that links the account's CRM with amoCRM deals in both directions. A lead reaches the right funnel step, and the deal moves to the matched stage and gets the fields, the call recording, the conversation transcript and a task. A manager moves the deal in amoCRM, and the lead in the account changes its step. The app is free, and you set it up in amoCRM itself, without a developer.

What the amoCRM integration gives your business

• An online school calls its contact list with a voice bot. Those who agree to a trial lesson land on the right stage in amoCRM on their own, with the call recording and a task for the manager.
• A clinic takes requests with an AI receptionist and a chatbot. A patient who booked appears in amoCRM as a deal with a phone number and the conversation transcript, not only in the account.
• The sales team works in amoCRM. A manager moves the deal to another stage, and the lead in the account changes its step, so call-outs and automated funnels follow the current status.
• A manager hands routine calls to the bot. The manager moves the deal to the call-out stage, the bot calls the client by itself, and the call result comes back to the deal. The manager's time goes to those who are ready to buy.
• The head of sales sees conversation results in the deal card. There is no need to listen to every recording to know what the client was promised.

How the amoCRM integration works

• From the account to amoCRM. On every lead change, the account notifies the app. The app acts only if the lead's current step is matched with an amoCRM stage. If the lead was sent before, the same deal moves. If the lead is new, the app looks up the contact by phone and moves that contact's deals, and if there is no contact, it creates a contact and a deal.
• From amoCRM to the account. When a deal is created or moved to a stage from the reverse map, the app finds the contact by phone or email, takes the contact's most recent lead and sets its step, fields and owner. If there is no lead, it creates a new one.
• Voice bot and chatbot. The app does not start the bots. A bot calls or writes because the lead reached its step, and it saves the results to the lead card, as the article ai voice bot crm integration explains. When the lead is on a matched step, the app carries that data over to the deal.

How to install the amoCRM app

1. 1
   Open the window in the account

   In the voice bot card: the “Integrations” tab → “Add integration” → “amoCRM”. In the AI chatbot, the item is called “Two-way integration with AmoCRM”. The “Instruction” button in the window opens this article.
2. 2
   Find the app in amoCRM

   In your amoCRM, open amoMarket and find the LPTracker app.
3. 3
   Install it and allow access

   Click “Install” and confirm access with the “Allow” button. The “Integration connected” window appears, and you can close it.
4. 4
   Connect the account

   In the app window in amoCRM, enter the account's project number, login (email) and password, then click “Connect”. The project number is shown in the account's address bar, and an API key will not work instead of the password.
5. 5
   Match steps with stages

   For each funnel step you need, choose an amoCRM pipeline and stage. Then set the responsible user, fields, task and reverse direction, and save the settings.
6. 6
   Check the exchange

   Move a test lead with a phone number to a matched step: a deal with notes appears in amoCRM. Then move the deal to a stage from the reverse map and check the lead's step in the account.

What the app sends to the amoCRM deal

• Stage and pipeline — according to the step map.
• Call recording — a call note with the direction, a link to the recording and the duration. The app takes the nearest call that is no older than a day, longer than zero seconds and has a recording.
• Transcript and comments — new lead comments, the conversation transcript among them, go to a note unless a separate field is chosen for notes. The conversation summary reaches the deal if the bot writes it to a lead field and that field is matched.
• Fields — by pairs “account field → amoCRM field”, and list values by value pairs.
• Task — “Contact the client” with a 24-hour deadline by default. You can change the text and the deadline in hours.
• Responsible user — the chosen amoCRM user, or left unchanged.
• Deal name — by a template with the phone and name if renaming is on. Otherwise amoCRM names the deal itself.

The contact gets the lead's name, or the phone number if there is no name. The deal budget and tags are not sent.

Field names in the account and in amoCRM don't have to match — map them by meaning. If the account has no suitable field, create one with the “+ Add field” button in the lead card. Which fields exist is covered in the article custom fields in crm.

Reverse direction: amoCRM stage → account step

In the reverse map, choose an amoCRM pipeline and stage and the account step the lead should move to. There can be several rows — one for each stage that changes the lead's step. Fields and the responsible user are matched there too. The reverse direction fires when a deal is created or changes its stage, while editing fields without a stage change triggers nothing. Only deal fields are sent, not contact fields. Mark in the reverse map any stage that should not be sent to the account.

This way a manager can hand a client to the bot right from amoCRM. Match a separate stage, for example “Bot call-out”, with the step the voice bot calls from. The manager moves the deal, the lead lands on that step, and the bot calls according to its “Launch conditions”.

How the bot chooses the deal stage after a call

The deal stage after a call depends on the step the voice bot gave the lead. The “Funnel stage” block in “Writing to CRM” picks the step, and the app moves the deal to the matched stage. If the lead's step is right but the stage is wrong, fix the map in the app window. If the step itself is wrong, train it in “Training AI”: play out the conversation, click “Data write test”, choose the expected step and click “Test the funnel step”. Get to “Success! AI passed the check 20 of 20” and run the other cases — fixing one step can break another. Step training is covered in detail in the article ai voice bot crm integration.

You don't have to write step rules by hand. You show on a sample conversation which step is right, and the AI rewrites the rules itself — this also solves cases that are hard to put into words. When the step is stable, similar conversations always land on the same stage, and the amoCRM pipeline shows the real picture.

How much the amoCRM integration costs

The app is free. For the exchange to work, you need an active plan in the account and a paid amoCRM account. The app works with amoCRM accounts on amocrm.ru. Bots are paid as usual: a voice bot minute costs about $0.12 on average, and the AI chatbot starts at $0.40 per day plus tokens. Don't want to set it up yourself? Order a turnkey setup with the button at the end of the article.

Read also: amoCRM leads not syncing, AI voice bot CRM integration, Chatbot CRM integration, Bitrix24 two-way sync