amoCRM
InstallWhen you close a deal in amoCRM, a separate task will appear in Pyrus automatically.
In this task, you can do everything you need to on the closed deal: connect your colleagues, and provide all the necessary documents. This is convenient if you need to transfer sales orders from the sales department using amoCRM to the delivery, installation masters, or to the warehouse.
Additionally contacts from amoCRM are synchronized so you don't have to manually enter them in Pyrus. Users will be able to select a client from the directory when filling out applications in Pyrus.
How to connect
- Click on the gear wheel icon in the lower-left corner of the screen and go into the Extensions section.
- Select Kommo from the list of available extensions.
- Click Install under the extension icon and select the desired form.
- Click Connect to connect the Pyrus form with your Kommo account.
- Log in to Kommo on the page that opens, and click Allow.
- Go to the extension settings. Select the sales funnel in Kommo through which your clients pass, then configure what information about the deal from Kommo will go into Pyrus. Hit Save.
- Click Activate for the extension to start working.