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AmoCRM Integration

Integrate Gridix with AmoCRM to automatically send leads to your CRM system. This eliminates manual data entry and ensures all leads are captured in your sales pipeline.

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Overview

The AmoCRM integration allows you to:
  • Automatically send leads to AmoCRM when customers submit inquiries
  • Configure pipelines and statuses for lead routing
  • Set responsible users for automatic assignment
  • Track sync status for each lead
  • View leads in AmoCRM directly from Gridix
Benefits of AmoCRM integration:
  • No manual data entry
  • Real-time lead synchronization
  • Automatic pipeline assignment
  • Centralized lead management
  • Reduced data loss

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Getting Started

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Prerequisites

Before connecting AmoCRM, ensure you have:
  • An active AmoCRM account
  • Admin or integration access to AmoCRM
  • A Gridix project with leads enabled
  • Pro subscription (for CRM integrations)

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Connecting AmoCRM

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Step 1: Initiate Connection

1

Navigate to Settings

Go to your project settings or admin dashboard.
2

Open CRM Integration

Click on “CRM Integration” or “AmoCRM” section.
3

Start Connection

Click “Connect AmoCRM” button.

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Step 2: Authorize Access

1

Redirect to AmoCRM

You’ll be redirected to AmoCRM authorization page.
2

Login to AmoCRM

Log in to your AmoCRM account if not already logged in.
3

Grant Permissions

Review and approve the permissions Gridix requests:
  • Read pipelines and statuses
  • Create leads and contacts
  • Update lead information
4

Confirm Access

Click “Allow” or “Authorize” to grant access.

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Step 3: Configure Integration

After authorization, you’ll return to Gridix to configure:
1

Select Pipeline

Choose which AmoCRM pipeline to use for leads:
  • Select from dropdown
  • Pipeline is required
2

Set Status (Optional)

Choose initial status for new leads:
  • Select from available statuses
  • Leave blank to use pipeline default
3

Assign Responsible (Optional)

Set responsible user for leads:
  • Select from your AmoCRM users
  • Leave blank for automatic assignment
4

Save Configuration

Click “Save Settings” to complete setup.
Integration is now active! New leads will automatically be sent to AmoCRM.

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Integration Configuration

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Pipeline Settings

Configure which pipeline receives leads:
  • Primary Pipeline: Main pipeline for leads
  • Pipeline Selection: Choose from available pipelines
  • Pipeline Information: View pipeline details
Choose a pipeline that matches your sales process. Leads will be created in the selected pipeline.

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Status Configuration

Set the initial status for new leads:
  • Default Status: Use pipeline default
  • Custom Status: Select specific status
  • Status Mapping: Map Gridix statuses to AmoCRM statuses

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Responsible User

Assign leads to specific users:
  • Auto Assignment: AmoCRM’s automatic assignment
  • Specific User: Assign to a particular user
  • Round Robin: Distribute leads evenly
Leads are assigned to the responsible user when created in AmoCRM.

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How It Works

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Automatic Lead Submission

1

Lead Created in Gridix

Customer submits inquiry through your floor plan widget.
2

Integration Triggered

Gridix detects new lead and prepares for CRM submission.
3

Data Preparation

Lead data is formatted for AmoCRM:
  • Customer information
  • Apartment details
  • Project information
4

CRM Submission

Lead is sent to AmoCRM via API.
5

Status Update

Gridix updates lead status to “Sent to CRM” upon success.

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Lead Data Mapping

Gridix sends the following data to AmoCRM:

Contact Information

  • Name (from form)
  • Email address
  • Phone number
  • Custom fields

Lead Details

  • Project name
  • Apartment number
  • Apartment details
  • Price information

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Viewing Integration Status

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Integration Dashboard

Check integration status:
  • Connection Status: Connected or disconnected
  • Last Sync: Last successful synchronization
  • Total Sent: Number of leads sent
  • Failed: Number of failed submissions

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Lead Status Indicators

Each lead shows CRM status:
  • ✅ Sent to CRM: Successfully integrated
  • ⏳ Pending: Awaiting submission
  • ❌ Failed: Submission error
  • 🔄 Retrying: Automatic retry in progress

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Managing Integration

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Updating Settings

1

Open Integration Settings

Navigate to CRM Integration section.
2

Edit Configuration

Click “Edit Settings” or “Change Settings”.
3

Update Options

Modify:
  • Pipeline selection
  • Status assignment
  • Responsible user
4

Save Changes

New settings apply to future leads.

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Reconnecting

If connection is lost:
1

Check Connection Status

View integration status in settings.
2

Reconnect

Click “Reconnect” or “Update Connection”.
3

Re-authorize

Complete AmoCRM authorization again.

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Disconnecting

To disconnect AmoCRM:
Disconnecting will stop automatic lead submission. Existing leads remain in Gridix.
1

Open Integration Settings

Navigate to AmoCRM integration.
2

Disconnect

Click “Disconnect” button.
3

Confirm Disconnection

Confirm the action. Integration is disabled.

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Troubleshooting

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Common Issues

  • Verify integration is connected
  • Check pipeline selection is valid
  • Ensure API access is active
  • Review error logs in integration settings
  • Reconnect AmoCRM
  • Verify AmoCRM account is active
  • Check API permissions
  • Contact support if issue persists
  • Update integration settings
  • Select correct pipeline
  • Choose appropriate status
  • Save changes
  • Review status mapping
  • Update status configuration
  • Check AmoCRM pipeline settings
  • Verify responsible user assignment

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Error Handling

Gridix handles errors gracefully:
  • Automatic Retry: Failed submissions are retried automatically
  • Error Logging: Errors are logged for review
  • Status Tracking: Failed leads show “Failed” status
  • Manual Retry: Manually retry failed submissions

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Best Practices

Test Integration: Test with a few leads before going live to ensure proper configuration.
Monitor Status: Regularly check integration status and lead sync status.
Update Settings: Keep pipeline and status settings aligned with your sales process.
Review Failed Leads: Periodically review failed leads and retry if needed.

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Advanced Features

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Custom Field Mapping

Map Gridix fields to AmoCRM custom fields:
  • Configure field mappings
  • Map apartment details
  • Custom contact fields
  • Lead source tracking

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Multiple Pipelines

For multiple projects:
  • Configure different pipelines per project
  • Set project-specific statuses
  • Assign different responsible users

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Webhook Integration

Set up webhooks for:
  • Real-time notifications
  • Custom integrations
  • Advanced workflows

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Next Steps