# 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](/help/integrations) 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](/help/trust). The full CRM list in the catalog: [CRM](/integrations/crm). ## Bitrix24 CRM Bitrix24 deals, leads and contacts. Scenarios are on the [integration page](/integrations/bitrix24). ### 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](/integrations/amocrm). ### 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](/integrations/retailcrm). ### 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](/integrations/megaplan-app). ### 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](/integrations/bpmsoft). ### 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](/integrations/yclients). ### 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](/integrations/taxi-crm). ### 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](/help/custom-api).