Integration of MAX with CRM (amo/Bitrix24)
We combine messenger and CRM: leads and deals fall into the funnel automatically, managers work with full context.
Data Automation
Leads, deals, tasks and statuses are created without manual entry.
Transparent analytics
Sources, stages and conversions in a single system.
Quality control
The history of the dialogue is saved, the manager sees the full context.
How to connect MAX to CRM
We design a data and automation scheme for your funnel.
We configure data exchange, notifications and routing rules. We check the correctness and launch it into production.
Data Schema
We determine the fields, statuses and events that need to be transmitted.
Auto updates
Synchronization of statuses, tasks and comments in real time.
Reports
We set up metrics for leads, deals and processing speed.
up to 90%requests immediately go to CRM
<1%losses due to manual entry
x2acceleration of application processing
How we work
1
Process audit
Let's analyze the funnel, statuses and integration points.
2
Exchange setup
We connect API MAX and CRM, configure fields and events.
3
Testing
We check the correctness and completeness of data transfer.
4
Launch
We are introducing integration into production and monitoring stability.
5
Support
We are improving automation for new tasks.