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Integration with amoCRM

The amoCRM channel turns every virt response into a structured lead without manual copy and paste. Use this checklist to create the integration app, finish OAuth, and confirm that fields sync into the right pipeline.

Preconditions

  • Admin access to amoCRM with permission to create integrations
  • Redirect URI from Worken and a shared mailbox for security alerts
  • List of mandatory fields in your pipeline such as phone, city, or product

Steps

01

Create the amoCRM app

Sign in to amoCRM, open Settings → Integrations, and create an application. Save the generated Client ID and Client Secret in your internal secrets store, then return to Worken to start OAuth from the amoCRM card.

Enable scopes for leads, contacts, and tasks in amoCRM before you continue.

amoCRM integration requirementsamoCRM integration requirements
The amoCRM card is where you start OAuth from Worken after preparing credentials in amoCRM
02

Connect amoCRM inside Worken

In Worken go to Integrations → CRM, open amoCRM, click Connect, then complete the OAuth confirmation flow. If the card shows pending status, click Continue to finish authorization.

After OAuth is complete, assign the virt that should send leads into amoCRM.

Worken OAuth state for amoCRM integrationWorken OAuth state for amoCRM integration
Use Connect/Continue to complete OAuth and bind the integration to your virt
03

Map the pipeline fields

Open Chats → Data collection and map Worken fields such as name, phone, email, and channel tag to the amoCRM entities you use in reporting. Keep mandatory fields enabled before going live.

Enable duplicate checks and run a sample conversation so you can verify that the lead lands in the correct stage.

Field mapping editorField mapping editor
Make sure every required amoCRM field has a matching form value

WARNING

Keep the OAuth token under a shared automation account. If someone revokes access or resets the password, Worken loses the refresh token and every virt stops creating leads.

Practical Example

Example

Practical Example

The Techmaster repair shop builds an amoCRM app, connects it in Worken, and maps address plus device type. When a customer texts in Telegram, the virt collects the issue description, files a lead in amoCRM, and pings the dispatcher without touching spreadsheets.

Руководство пользователя Worken AI