CRM
A CRM is connected under Integrations, the Services tab: open the service and click Connect. The general rules (card statuses, the Changes line, a second account, disconnecting) are on the Connecting services page. The agent works with the permissions of the employee or key you connected. What the agent changes on its own and what it sends as a card for approval is described in Approving actions. The full CRM list in the catalog: CRM.
Bitrix24 CRM
Bitrix24 deals, leads and contacts. Scenarios are on the integration page.
What the agent can do
Read deals, leads, contacts and pipelines; if the webhook has the rights, create and move deals and set tasks.
Before you start
An employee of the portal who sees the whole relevant part of the CRM: a webhook works with its creator's permissions.
Steps
Sign in to the portal
Open your portal, like your-domain.bitrix24.ru, as an employee who sees the whole CRM.
Create an inbound webhook
In Bitrix24 open the developer resources (Приложения → Разработчикам), the ready-made scenarios tab, block Other, Inbound webhook.
Tick the rights
CRM is enough to read the pipeline. For the agent to create tasks and move deals, add Tasks. Rights can be changed later.
Paste the link
Copy the webhook address like https://your-domain.bitrix24.ru/rest/1/secret-code/ with the trailing slash and without a method name and paste it into Inbound Webhook URL.
Permissions to grant
CRM to read and edit deals, leads and contacts; Tasks if the agent should set tasks.
Limitations
The agent sees exactly what the webhook's creator sees. The secret code in the link is visible only to them.
How to revoke access
Click Disconnect on the connection card, and in Bitrix24 delete this inbound webhook in the developer resources: once deleted, the link stops working.
Troubleshooting
- Only some deals are visible: the webhook was created by an employee with limited visibility. Create a new one as an employee who sees the whole CRM.
- The link is rejected: check the trailing slash and remove the method name from the address.
AmoCRM (Kommo)
Deals, contacts and sales pipelines. Scenarios are on the integration page.
What the agent can do
Read pipelines, deals, contacts and companies, set tasks and edit deals within the integration's rights.
Before you start
Admin rights in the amoCRM account: without them a long-lived token cannot be issued.
Steps
Copy the account address
As an admin, copy the whole account address, for example https://your-company.amocrm.ru.
Create an external integration
In amoMarket create an integration of the external type. Fill in the name and the required settings and save.
Check the integration rights
In the allow access block keep deals, contacts, companies and tasks.
Issue a token
Under Keys and access generate a long-lived token, pick its term and copy it right away. Paste Account URL and Long-lived token into the form.
Permissions to grant
Deals, contacts, companies and tasks. Without them the agent will not see pipelines and cannot set tasks.
Limitations
The token is shown once and lasts until the term you chose when issuing it. After that the connection stops working: issue a new token.
How to revoke access
Click Disconnect on the card, and in amoCRM delete the token or the external integration itself in amoMarket.
Troubleshooting
- Credentials not accepted: the token expired or the integration was deleted. Issue a new token and click Re-enter credentials.
- No tasks or companies: the needed rights are unticked in the allow access block.
RetailCRM
A CRM for online stores: orders, customers, products, reference data, tasks and analytics. Scenarios are on the integration page.
What the agent can do
Read and edit orders, customers, products, reference data and tasks in the stores open to the key.
Before you start
Access to the RetailCRM settings where API keys are issued.
Steps
Note the subdomain and domain
In https://myshop.retailcrm.ru the subdomain is myshop, and Account domain is retailcrm.ru after the dot. Sometimes it is retailcrm.pro.
Add an API key
The settings gear at the top left, then Integration, the API access keys tab, Add.
Pick the stores
In the access type choose access to all stores or tick the ones you need in the Stores field.
Tick methods and copy the key
Under allowed API methods enable orders, customers, products, reference data, tasks and users, save, then paste the key into API Key and the subdomain into Subdomain.
Permissions to grant
The methods for orders, customers, products, reference data, tasks and users.
Limitations
Orders and customers of stores outside the key's list do not arrive.
How to revoke access
Click Disconnect on the card and delete the key on the API access keys tab in RetailCRM.
Troubleshooting
- One store's orders are missing: the store is not ticked in the key's access type.
- Some actions are refused: the method is not enabled among the allowed API methods.
Megaplan
Deals, tasks, projects, contacts and events. Scenarios are on the integration page.
What the agent can do
Read and manage deals, tasks, projects, contacts and events within the token's rights.
Before you start
Access to Megaplan's integration settings.
Steps
Copy the account address
Paste the full address from the browser, for example https://company.megaplan.ru, into Server URL.
Create a token
In Megaplan's integration settings create a token with the rights the agent needs.
Paste the token
Paste it into API Token. The employee's password does not need to be stored.
Permissions to grant
Whatever the work needs: read rights for reports, edit rights if the agent should manage deals and tasks.
How to revoke access
Click Disconnect on the card and delete the token in Megaplan's integration settings.
Troubleshooting
- Missing permissions: the token lacks a right. Issue a token with broader rights.
BPMSoft CRM
Contacts, accounts, leads, sales and business processes. Scenarios are on the integration page.
What the agent can do
Read and edit BPMSoft records over OData with the connection user's permissions.
Before you start
A dedicated BPMSoft user with a license and OData access. The server must be reachable from the internet.
Steps
Copy the address
Paste the BPMSoft address from the address bar up to the first slash, like https://crm.company.ru, into Server URL.
Add an employee
In the system designer open users and administration, system users, add a user of the company employee type.
Tick a license
On the user's Licenses tab tick a license: without it sign-in by login and password is refused.
Grant OData access
In the system designer open operation permissions, the OData access operation, and add the user or their role. Paste Username and Password.
Permissions to grant
The OData access operation and rights to the needed sections for the user's role.
Limitations
If the server admits only known addresses, add the addresses shown in the connection window to its allowlist.
How to revoke access
Click Disconnect on the card and block the connection user in BPMSoft or remove its OData access.
Troubleshooting
- Login and password are rejected: no license is ticked for the user.
- A section's data is missing: the role has no rights to that section.
Yclients
A salon's appointments, clients, services and schedule. Scenarios are on the integration page.
What the agent can do
Read and edit the branch's appointments, clients and services.
Before you start
A user who manages the branch and access to the YCLIENTS developer account.
Steps
Open the developer account
Sign in as a user who manages the branch and open yclients.com/appstore/developers.
Copy the partner token
In the account settings copy the API key and paste it into Partner token.
Create an application
Under My applications create an application and, in its API access section, tick the system user's rights: clients, appointments, services.
Take the User token and branch number
Copy the User token into User token, and the number from the branch account's address bar into Company ID.
Permissions to grant
Clients, appointments and services for the application's system user.
Limitations
One connection works with one branch. A second branch is connected with Add another.
How to revoke access
Click Disconnect on the card and delete the application under My applications in the developer account.
Troubleshooting
- The API does not answer at all: the partner token is missing, and without it even public methods do not work.
taxiCRM
A taxi fleet's drivers, rides, payouts, shifts, fines, cars and rentals. Scenarios are on the integration page.
What the agent can do
Read the fleet's data: drivers, rides, shifts, payouts, fines, rentals. Payouts and balance changes once taxiCRM opens them.
Before you start
Access to the company settings in the fleet's account.
Steps
Note the subdomain
In https://yourfleet.taxicrm.ru the subdomain is the part before .taxicrm.ru. Paste it into Subdomain.
Open API
In taxiCRM open the company settings and the API section.
Copy the fleet key
Paste the fleet's API key into API Key.
Permissions to grant
The key is one for the whole fleet and opens all its data: keep it like a password.
Limitations
Paying a driver, changing a balance and unblocking a transaction open only on request to taxiCRM support.
How to revoke access
Click Disconnect on the card. The key is one for the whole fleet: ask taxiCRM support how to change it to close access on their side too.
Troubleshooting
- A payout is refused: payout methods are not open yet, ask taxiCRM support.
The CRM you need is missing
A CRM with an open API can be connected right away on the Custom API tab: Custom API and MCP.
Frequently asked questions
The agent sees only some of the deals in Bitrix24. Why?
An inbound webhook works with the permissions of the employee who created it. If that employee sees only their own deals, so does the agent. Create the webhook as an employee who sees the whole CRM and paste the new link into the connection.
Which Bitrix24 link do I paste?
The whole inbound webhook address, like https://<your-domain>.bitrix24.ru/rest/1/<secret code>/, with the trailing slash and without a method name. The form field is called Inbound Webhook URL.
Where do I get an amoCRM token?
As an admin, create an external integration in amoMarket, generate a long-lived token under its Keys and access and copy it right away: it is shown once. Paste the account address and this token into the form.
RetailCRM does not return orders of one store. What is wrong?
A RetailCRM API key sees only the stores ticked in its access type. Open the key under Integration in RetailCRM and pick access to all stores, or add the store you need.
Can the agent pay drivers in taxiCRM?
Only after taxiCRM opens those methods on request to its support. Reading the fleet's data works right away.
See also
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