CRM / MAX integration
Integration of amoCRM with MAX
We connect MAX to amoCRM so that messages do not live in a separate application outside of CRM. Incoming touches should create a client or deal, get to the right manager, save the history of communication and give the manager a normal picture of the speed of response and quality of processing.
Messages in the card
Auto-creation of trades
Response control
Conversation Routing
The connect button leads to the external Wazzup24 platform. After the transition, the data processing rules and terms of the platform itself apply.
What decides Removes another separate messenger from manual chaos and returns the entire communication history to CRM.
What you need in advance Work account MAX, lead creation rule, responsible manager and script for processing the first message.
When is it especially useful? If orders come not only from the site, but some clients prefer to immediately write to MAX and then proceed with a long transaction.
Without integration
What usually gets lost
The correspondence remains in the employee’s channel, and the company does not see the client’s full history.
Some requests do not turn into deals and are lost between the first message and manual entry into CRM.
The manager does not understand who responds to MAX and how, how many leads have arrived and where they hang out.
What we are setting up
Basic scenarios
Creating a deal or contact from the first message.
Linking a dialogue to a customer card while saving the full history.
Distribution among managers, tasks, response control and connection with the sales funnel.
What does the business get?
MAX as a working sales channel
The client writes to the usual channel, but the company still manages the process from CRM.
The history of communication does not disappear when a manager changes or the team rotates.
Marketing and sales see how many leads came from MAX and what happens to them next.
Related Pages
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